How to automatically create new documents in Documint from SmartSuite records

Relay.app is an automation tool that lets you automate actions across SmartSuite, Documint, and many other apps. In this guide, we'll show you how to automatically run the “create document” action in Documint for each record added in SmartSuite using Relay.app.
SmartSuite logoSmartSuite > Documint
Trigger
Last triggered
SmartSuite logoRecord added
Documint logoCreate document
1

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 setup this playbook, click "Add trigger" and then select "New record added" under SmartSuite. Then, select the table you'd like to monitor. 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.

2

Add the "Create document" in Documint automation

Integrate the Documint automation into your playbook to ensure the prompt creation of a new document for each new record added in SmartSuite.

Click the "Add step" button, then locate the "Create document" automation for Documint and input the mandatory and relevant details.

If your Documint 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 Documint account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new document for each new record added. Once turned on, it will respond whenever a new record is added in SmartSuite by creating a new document in Documint 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.

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