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Smartsheet
Acumatica
SpreadsheetsERP

Connect Smartsheet to Acumatica

Automate workflows between Smartsheet and Acumatica. When new row added in Smartsheet, automatically create order in Acumatica.

How This Workflow Works

TRIGGER

New Row Added in Smartsheet

Triggers when a new row is added

Smartsheet
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

Create Order in Acumatica

Create a new sales order

Acumatica

More Ways to Connect

Other Smartsheet Triggers

  • New Row Added

    Triggers when a new row is added

  • Row Updated

    Triggers when a row is modified

  • New Sheet Created

    Triggers when a new sheet is created

Other Acumatica Actions

  • Create Order

    Create a new sales order

  • Create Invoice

    Generate a new invoice

  • Update Inventory

    Adjust inventory levels

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 Smartsheet + Acumatica?

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