How to streamline new SmartSuite records into new Square customers

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 Square automation into your playbook to ensure the prompt creation of a new customer in Square for each new record added in SmartSuite.

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

If your Square 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 Square account.

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