How to send Loops transactional emails for 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 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.

Integrate the Loops automation into your playbook to ensure the prompt creation of a new contact in Loops for each new record added in SmartSuite. Then send a transactional email.

Click the "Add step" button, then locate the "Get or create contact" automation to save the new customers details. Then select "Send transactional email" for Loops and input the mandatory and relevant details.

If your Loops 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 Loops account.

Activating your playbook is the final step to automate the sending of transaction email for the creation of a new contact in Loops. Once turned on, it will respond to each new record added in SmartSuite by creating a new contact and sending a transactional email to the new contact in Loops 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.