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Getting Started with Zapier
Getting Started with Zapier
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

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

Easy automation for busy people, Zapier moves info between your web apps automatically, so you can focus on your most important work.

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

  1. Log in to your Zapier account or create a new account

  2. Click on "My Apps" in the left navigation menu

  3. Click on "Connect a new account..." and search for "SmartSuite"

  4. 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.

  5. Once configured! Use a zap template or create your own with the Zapier Editor

  6. Check out some popular ways to use SmartSuite with Zapier

Retrieving Your SmartSuite Workspace Id

  1. Log in to your SmartSuite workspace here

  2. Once logged in, look at the URL displayed in your browser

  3. Your Workspace Id is the first 8 characters directly after

SmartSuite Account Id

Retrieving Your SmartSuite API Key

  1. Log in to your SmartSuite workspace here

  2. Click on your user icon in the upper right corner of the SmartSuite interface

  3. Select the "API Key" option

  4. Your user profile will open and scroll to the API Key section

  5. Click anywhere on the *** display to reveal your token

  6. Double click on the token, then press CONTROL-C (or CMD-C on Mac) to copy it to your clipboard

  7. Go paste the value into your Zapier account registration form


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