How to create new SmartSuite records for newly added Google Docs

In this how-to guide

How to create new SmartSuite records for newly added Google Docs
1. Add the Google Docs trigger
2. Add the SmartSuite "Create record" automation
3. Turn on the playbook
Learn more about integrating with Google Docs and SmartSuite
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Relay.app is an automation tool that lets you automate actions across Google Docs, SmartSuite, and many other apps. In this guide, we'll show you how to automatically run the “create record” action in SmartSuite for each document added to folder in Google Docs using Relay.app.

Try it in Relay.app

Google Docs > SmartSuite

Trigger

Last triggered

Document added to folder

Create record

Add the Google Docs trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Document added to folder" under Google Docs. Then, select the parent folder. If this is your first time using a Google Docs integration in Relay, you'll be prompted to connect your Google Docs account.

Now, every time a document is added to a folder in Google Docs, your playbook will run automatically.

Add the SmartSuite "Create record" automation

Now you can create a new record in SmartSuite. Add a new step and select "Create record" from the list of SmartSuite automations.

Connect SmartSuite to Relay if you haven't already, then fill out the necessary details. You can reference fields from Google Docs to automatically pass along the right data.

Turn on the playbook

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever a document is added to a folder in Google Docs. You can also click "Check now" to do a manual check whenever you'd like.