How to create new Attio records from new SmartSuite records

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 details like the table you wish 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.

Integrate the Attio automation into your playbook to ensure the prompt creation of a new record in Attio when a new record has been added in SmartSuite.

Click the "Add step" button, then locate the "Update or create record" automation for Attio and input the mandatory and relevant details.

If your Attio 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 Attio account.

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