Approve Smartsheet purchase requests and tell purchasing in Teams
Asks an approver about each new Smartsheet purchase request, marks the row, then posts in Teams or emails the requester.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1SmartsheetNew row triggerStarts for each new row in the sheet.
- 2SmartsheetUpdate rowWrites Approved or Rejected in the row's Status.
If
decision.approvedis true- 3Microsoft TeamsSend channel messagePosts the approved request in the purchasing channel.
Otherwise
- 4Microsoft OutlookSend emailEmails the requester the reason for a rejection.
- 3
How it works
What happens on each run, in plain English.
Purchase requests stall when approval lives in someone's inbox. Each new row in your Smartsheet goes to the approver with everything the row says, and their answer is written back to the row's Status.
Approved requests are posted in your purchasing channel in Teams. For a rejected one, the person who added the row gets an email with the approver's reason.
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