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Epicor Kinetic
Smartsheet
ERPSpreadsheets

Connect Epicor Kinetic to Smartsheet

Automate workflows between Epicor Kinetic and Smartsheet. When new order in Epicor Kinetic, automatically add row in Smartsheet.

How This Workflow Works

TRIGGER

New Order in Epicor Kinetic

Triggers when a new order is placed

Epicor Kinetic
SCANNY AI PROCESSING

Extract & Transform Data

Scanny AI processes your documents, extracts structured data using OCR and AI, and transforms it for the destination system.

ACTION

Add Row in Smartsheet

Add a new row to a sheet

Smartsheet

More Ways to Connect

Other Epicor Kinetic Triggers

  • New Order

    Triggers when a new order is placed

  • Invoice Created

    Triggers when an invoice is generated

  • Low Inventory

    Triggers when inventory falls below threshold

Other Smartsheet Actions

  • Add Row

    Add a new row to a sheet

  • Update Row

    Update an existing row

  • Create Sheet

    Create a new spreadsheet

Popular Use Cases

Invoice Processing

Automatically extract invoice data and sync to your accounting or ERP system.

Contract Management

Parse contracts and create records with key dates, parties, and terms.

Receipt Tracking

Capture receipt data and log expenses automatically to your finance tools.

Ready to Connect Epicor Kinetic + Smartsheet?

Start automating your document workflows in minutes. No coding required.

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