Zapier lets you connect SmartSuite with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Connect your apps and automate workflows
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SmartSuite provides a work management platform that unites the essential elements used to get work done: databases, spreadsheets, documents, collaboration tools, file management and automated workflows. Whether you’re leading a project, managing an ongoing process or handling everyday tasks, SmartSuite lets you get everything done using a single platform.
SmartSuite’s easy to use app builder lets you rapidly create workflows using easy to assemble components that support any process. With the help of Zapier, you can also instantly bring your existing data into those workflows, or output information to them. You can use Zapier to create new SmartSuite records and update existing ones, or trigger external actions when something specific changes in SmartSuite.
Creating Your First Zapier Integration
The basic structure of a Zap includes a trigger and an action. When a specified event occurs in the trigger (an opportunity is updated in SalesForce, for example) it automatically triggers an action in the specified system.
Some examples of Zaps might include:
When a record is created in SmartSuite, create a new line in a Google spreadsheet
When a new lead is created in HubSpot, create a record in SmartSuite
When a record is updated in SmartSuite, send an SMS message via Twilio
To create a Zap for SmartSuite, you'll need to login to Zapier (or create a workspace). Here's how you can connect your SmartSuite workspace to Zapier:
Add SmartSuite Workspace to Zapier
Log in to your Zapier account or create a new account
Click on "My Apps" in the left navigation menu
Click on "Connect a new account..." and search for "SmartSuite"
Zapier will prompt you to enter your Workspace Id and API key. See our walk-through for retrieving these values from your SmartSuite workspace below.
Once configured! Use a zap template or create your own with the Zapier Editor
Check out some popular ways to use SmartSuite with Zapier
Retrieving Your SmartSuite Workspace Id
Retrieving Your SmartSuite API Key
Log in to your SmartSuite workspace here
Click on your user icon in the upper right corner of the SmartSuite interface
Select the "API Key" option
Your user profile will open and scroll to the API Key section
Click anywhere on the *** display to reveal your token
Double click on the token, then press CONTROL-C (or CMD-C on Mac) to copy it to your clipboard
Go paste the value into your Zapier account registration form