Smartsheet

Create Smartsheet

SETTING UP SMARTSHEET

SETTING UP SMARTSHEET

Select the SMARTSHEET from list of service
Click "LOGIN WITH SMARTSHEET" for connect with slack app
(The new Popup window will open)

Click on Allow to allow Mail Director to access your Smartsheet account for creating Tasks
Close the popup window
Click settings
Click Create New
Select "Smartsheet " App

Configuration setup

SERVICE NAME

Service Name is the name provided by you for your service
Enter the Service Name

Select Sheet

select the sheet name from the dropdown in which sheet u need to store the mail

Information

Show number of email

Show number of email will show the how many of email saved with this sender in Smartsheet

ACTIONS

Create actions

create record will store the email to selected smartsheet
Select the send create record check box
Click save to save the configuration

INFO CARDS

Show number of emails

Show number of emails info card will show the number of saved emails that saved from opened mail's sender(from address)
Select the "Show number of emails" check box
Click save to save the configuration
It will show while you open the mail

DO ACTIONS BY USING SERVICE

create record on smartsheet

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Smartsheet

Clicking on Service create record will open the following fields

From
Subject
To
Date
Cc
Content

click on create contact

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