SmartSuite Integrations

Relay.app is an automation tool that lets you automate actions across apps. Unlike other automation tools, Relay.app lets you add human approvals and decisions to any automated workflow.

SmartSuite is a comprehensive work management platform that allows teams to align, organize, and collaborate on complex processes across their operations. Teams can streamline workflows, manage projects, and centralize data using SmartSuite’s flexible system. Relay enhances SmartSuite by automating tasks like record creation and updates, bridging gaps between SmartSuite and the suite of tools teams use daily. Create synchronizations without manual entry and bring AI into play for data enrichment and decision-making.

SmartSuite integrations in Relay.app

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Triggers
add
Comment added
Trigger
add
Record added
Trigger
Actions
add_comment
Add comment to record
Action
library_add
Create record
Action
edit
Update record
Action

How-to guides featuring SmartSuite

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Automatically add comments from SmartSuite as new rows in Retable

Learn how to set up a Relay playbook that automatically adds comments from SmartSuite as new rows in Retable to streamline communication tracking.

Create new SmartSuite records from newly added Retable rows

Learn how to set up a Relay playbook that automatically creates records in SmartSuite whenever a new row is added to Retable, ensuring real-time data syncing for better project management.

Create new SmartSuite records for new Google Drive files

Learn how to set up a Relay playbook that automatically creates a new SmartSuite record whenever a new Google Drive file is added to a specific folder.

Create new Linear issues from new SmartSuite records

Learn how to set up a Relay playbook that automatically creates an issue in Linear whenever a new SmartSuite record is added.

Add new HubSpot messages to a SmartSuite table

Learn how to set up a Relay playbook that automatically creates a record in SmartSuite whenever a new message is received in HubSpot

Create new SmartSuite records for newly added Google Docs

Learn how to set up a Relay playbook that automatically creates a SmartSuite record whenever a new Google Doc is added to a specific folder.
Gmail iconarrow_forwardHubSpot iconarrow_forwardSmartSuite iconarrow_forwardGoogle Drive iconarrow_forwardGoogle Docs icon

Join or merge Paths in Zapier

Unfortunately joining or merging Paths is not possible in Zapier. This guide shows you how to merge paths in Relay.app, a modern and easy-to-use automation tool that lets you automate repeated workflows and add human approvals, data inputs or decisions where relevant

Create a new record in SmartSuite for a new transaction created in Paddle

Automate the creation of a new record in SmartSuite for each new transaction initiated in Paddle through seamless integration with Relay.app. This integration streamlines data management by facilitating information transfer between Paddle and SmartSuite. Upon a new transaction being created in Paddle, Relay.app triggers the automatic creation of a corresponding record in SmartSuite, ensuring data is promptly synchronized without manual intervention.

Create new SmartSuite records for Jotform submissions

Learn how to add a new record to a SmartSuite table automatically whenever a form is submitted in Jotform.

Add new Linear issues to a SmartSuite table

Learn how to set up a Relay playbook that automatically creates a record in SmartSuite whenever a new issue is created in Linear.

Create new SmartSuite records from new Front messages

Learn how to set up a Relay playbook that automatically creates a new SmartSuite record whenever a new Front message is received.

Create HubSpot tickets for new SmartSuite records

Learn how to set up a Relay playbook that automatically creates a HubSpot ticket whenever a new SmartSuite record is added.

Automatically send Slack direct messages when a SmartSuite record is added

Are you tired of missing out on important updates and tasks in your team collaboration? Effective communication is crucial for success, but it can be challenging to keep everyone in the loop. Imagine a scenario where new records are added in SmartSuite, but your team members are left in the dark until manually notified. This communication gap not only slows down progress but also hampers the collaborative spirit necessary for achieving collective goals. But fret not, Relay.app offers a solution to this common problem that will streamline communication and enhance collaboration in your team. Relay.app integrates seamlessly with Slack, enabling automatic direct messages for every new record added in SmartSuite. This means that you and your team will receive real-time notifications in your Slack channels, eliminating the need for manual notifications and ensuring that everyone is promptly informed about important updates. With Relay.app, you can say goodbye to missed updates and hello to a more connected, informed, and empowered team. In just four easy steps, you can set up this integration and take your team collaboration to the next level. Let us guide you through the process and help you optimize your team dynamics with Relay.app.

Create a new customer in Paddle for a new record in SmartSuite

Automate your customer creation process by integrating SmartSuite with Paddle through Relay.app. This integration enables the automatic creation of new customers in Paddle for each new record added in SmartSuite. As new records are created in SmartSuite, Relay.app dynamically generates corresponding customer profiles in Paddle. This streamlined approach enhances data synchronization and ensures that your customer database remains up-to-date.

Create new SmartSuite records for new Fireflies.ai transcripts

Learn how to set up a Relay playbook that automatically creates a new record in SmartSuite whenever a new transcript is created in Fireflies.ai.

Create new SmartSuite records for new Google Slides presentations

Learn how to set up a Relay playbook that automatically creates a new SmartSuite record whenever a new Google Slides presentation is added to a specific folder.

Create new SmartSuite records from new Outlook emails

Learn how to set up a Relay playbook that effortlessly saves received emails in Outlook to a new record in SmartSuite, enhancing your record-keeping and organization without extra manual effort. Whenever you receive a new email in Outlook that matches your selected filter, a new record will be created in SmartSuite instantly.

Create SmartSuite records from new Typeform responses

Learn how to set up a Relay playbook that automatically creates new records in SmartSuite whenever a Typeform response is submitted

Add SmartSuite records for new Tally form submissions

Learn how to set up a Relay playbook that automatically creates a new record in SmartSuite whenever a Tally form is submitted.

Create SmartSuite records from new Webflow form submissions

Learn how to set up a Relay playbook that automatically creates records in SmartSuite when a new form is submitted in Webflow.

Create SmartSuite records from new Google Forms responses

Learn to configure a Relay playbook to create a new record in SmartSuite whenever a response is submitted to your Google Forms waitlist.

Create a new record in Smartsuite for a new customer in Paddle

Automate your record management process by integrating Paddle with SmartSuite through Relay.app. This integration enables the automatic creation of new records in Smartsuite for each new customer added to Paddle. As new customers are onboarded in Paddle, Relay.app dynamically generates corresponding records in SmartSuite. This streamlined approach enhances data organization and ensures that your records remain up-to-date across platforms.

Create a SmartSuite record from a new Mailchimp subscriber

Learn how to set up a Relay playbook that automatically creates a new record in SmartSuite for each new subscriber in Mailchimp

Add Google Sheets rows for new SmartSuite records

Learn how to set up a Relay playbook that automatically adds a new Google Sheets row whenever a new SmartSuite record is added.

Create Google Tasks from new SmartSuite records

Learn how to set up a Relay playbook that automatically creates new task in Google Tasks whenever new record is added in SmartSuite.

Add new Calendly events to a SmartSuite table

Learn how to automatically create records in SmartSuite from newly scheduled Calendly events.

Automatically send Slack messages to a channel whenever a new comment is added in your SmartSuite

Effective communication is the foundation of every successful team. But when you’re working on multiple projects and using different platforms, keeping everyone informed can be a challenge. Imagine this scenario: you add a crucial comment to SmartSuite, but your team members aren’t notified and miss out on important information. This communication gap can slow down progress and hurt your team’s collaborative flow. Fortunately, Relay.app has the solution to this common problem. Relay.app seamlessly integrates SmartSuite with Slack, automatically sending new comment updates to a designated Slack channel. With this integration, you can eliminate the need for manual notifications and ensure that everyone is notified about important updates in real-time. This boosts team collaboration, fosters transparency, and ultimately accelerates project success. With Relay.app, you can say goodbye to missed updates and embrace a more connected, informed, and efficient way of working. In this guide, we’ll show you how to set up this integration in just four easy steps.

Create new SmartSuite records from new Google Tasks

Learn how to set up a Relay playbook that automatically creates a SmartSuite record when a new Google Tasks is created. This workflow streamlines productivity by linking the SmartSuite app to Google Tasks. Whenever a new record is created in SmartSuite, a corresponding task is generated in Google Tasks. This helps you stay organized without having to manually duplicate your work across platforms.

Send an email in Outlook for new SmartSuite records

Learn how to set up a Relay playbook to stay organized and efficient by integrating your Microsoft Outlook and SmartSuite apps. Whenever a new record is added in SmartSuite, an email will be sent in Outlook instantly.

Automatically send Slack direct messages whenever a comment is added in SmartSuite

In today's fast-paced work environment, keeping every team member updated on the latest developments across various platforms is crucial for successful collaboration. But, it's easier said than done. Valuable comments and insights may get lost in the shuffle, causing a communication gap that can significantly slow down workflow and hinder the team's collaborative spirit. But don't worry, Relay.app is here to help! Relay.app is the game-changer that streamlines communication by integrating SmartSuite with Slack. With Relay.app, every comment added automatically triggers a direct message to team members, ensuring that everyone stays in the loop. This means no more missed updates, no more wasted time manually notifying team members, and no more frustration. Instead, Relay.app fosters collaboration, enhances team communication, and ultimately accelerates project success. And the best part? Setting up this integration is a breeze! In just four simple steps, you can bid farewell to communication gaps and embrace a more connected, responsive, and empowered way of working. So, let's get started!

Create a new record in SmartSuite for a new subscriber in Paddle

Automate your data management process by integrating Paddle with SmartSuite through Relay.app. This integration enables the automatic creation of a new record in SmartSuite for each new subscriber in Paddle. As new subscribers are onboarded in Paddle, Relay.app dynamically generates corresponding records in SmartSuite. This streamlined approach enhances data synchronization and ensures that subscriber information is accurately captured.

Do more with SmartSuite and Relay.app

Dynamic project tracking

With Relay's integration, any new record created in SmartSuite can automatically initiate a sequence of tasks in other systems. For example, when a new project is initiated and a record is created, Relay can simultaneously kick off time tracking in your time management software, send an announcement via Slack, or create a new folder in your cloud storage. This ensures all relevant systems are updated in real time as your project progresses.

AI-enriched record management

Relay can enrich the process of updating records in SmartSuite with AI insights. When a record is changed—such as when a sales deal progresses to a new stage—AI can generate follow-up actions, like drafting personalized emails or summarizing the deal changes for management. Relay's AI capabilities can also classify feedback or support tickets into SmartSuite records for seamless team access.

Streamlined collaboration and handoffs

Ensure that cross-team collaboration is seamless using Relay's automation with SmartSuite. Set up triggers in SmartSuite that, when a record reaches a certain stage, Relay will notify the next team or team member to take over. This can include automated task assignments in project management tools, sprint planning in Agile development tools, or notifying finance for invoicing when a project reaches completion.

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