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Custom notifications with the Smartsheet bot

Jeff Marshall
Cisco Employee
Cisco Employee

When managing notification workflows you can create custom notifications where you can pull data from specific cell in a sheet.
This example uses the Sheet Updated notification workflow and the New Row Created trigger. If you wanted to obtain the values from specific columns from the newly create row and have those include in a custom notification you can use {{$trigger.row_details.sheet_row.cells.Column Name.value}}. In this you would replace "Column Name" with the actual column name from your sheet. Note, the column name is case sensitive so it needs to be entered exactly as it appears in your sheet.

For example, say you have a form for new sales prospects that when submitted to a sheet it creates a new row and you want the person's name, phone number, email, and company name posted by the bot to a Webex space.
The custom notification could look something like this:

Hello Team,
A new submission has been received for {{$trigger.sheet_name}}.
Submission Date: {{$trigger.row_details.sheet_row.createdAt}}
Prospect Name: {{$trigger.row_details.sheet_row.cells.Prospect Name.value}}
Phone Number: {{$trigger.row_details.sheet_row.cells.Phone Number.value}}
Email: {{$trigger.row_details.sheet_row.cells.Email.value}}
Company Name: {{$trigger.row_details.sheet_row.cells.Company Name.value}}

 

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