Smartsheet
Create Smartsheet
Create Smartsheet
SETTING UP 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
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
INFO CARDS
Show number of emails
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
DO ACTIONS BY USING SERVICE
create record on smartsheet
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