- How to add a new row in Retable for new SmartSuite records
- 1. Create your playbook and set the SmartSuite trigger as "New record added"
- 2. Add the "Add row to table" in Retable automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Retable and SmartSuite
- Related blog posts
- More how-to guides featuring Retable and SmartSuite
How to add a new row in Retable for new SmartSuite records
![Retable logo](https://run.relay.app/assets/sources/retable-logo.png)
Create your playbook and set the SmartSuite trigger as "New record added"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To set up this playbook, click "Add trigger" and then select "New record added" under SmartSuite. Then, select the Table. This will allow your playbook to automatically detect the newly added record in SmartSuite and initiate necessary actions.
If this is your first time using a SmartSuite integration in Relay.app, a prompt will guide you through the connection process.
Add the "Add row to table" in Retable automation
Integrate the Retable automation into your playbook to ensure the prompt addition of a new row in Retable when a new record has been added in SmartSuite.
Click the "Add step" button, then locate the "Add row to table" automation for Retable and input the mandatory and relevant details.
If your Retable account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Retable account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the addition of a new row in retable. Once turned on, it will respond to each newly added record in SmartSuite by adding a new row in Retable without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.