Plan Availability | All plan types |
Related Reading |
What is Zapier?
Zapier is an automation tool that connects SmartSuite with thousands of other platforms. It enables you to automate workflows, saving time and effort without needing to write any code.
With Zapier, you can:
Connect SmartSuite with other apps like Airtable, Mailchimp, and Google Sheets.
Automate repetitive tasks with pre-built "Zaps."
Trigger actions in SmartSuite or external apps based on changes in your workspace.
How to Connect SmartSuite to Zapier
Follow these steps to integrate SmartSuite with Zapier:
Step 1: Log in to Zapier
Go to Zapier and log in or create a new account.
Step 2: Add SmartSuite as a Connected App
Click "My Apps" in the left navigation menu.
Select "Connect a new account..."
Search for "SmartSuite" in the app list.
Enter your Workspace ID and API Key when prompted.
Click "Continue" to finish setup.
Step 3: Create a Zap
Once SmartSuite is connected, you can start building automations using "Zaps." A Zap consists of two key parts:
Trigger: An event that starts the workflow (e.g., a new record is created in SmartSuite).
Action: The task Zapier performs (e.g., sending an email or updating another database).
Examples of SmartSuite Zaps
Here are some popular automations you can set up:
New SmartSuite Record → Google Sheets: Automatically create a new row in Google Sheets when a new record is added to SmartSuite.
HubSpot Lead → SmartSuite Record: When a new lead is created in HubSpot, add a record in SmartSuite.
Updated SmartSuite Record → Twilio SMS: Send an SMS alert via Twilio when a SmartSuite record is updated.
Retrieving Your SmartSuite API Credentials
Finding Your Workspace ID
Log in to SmartSuite.
Look at the URL in your browser:
https://app.smartsuite.com/xxxxxxxx/...The first 8 characters after
https://app.smartsuite.com/are your Workspace ID.
Getting Your API Key
Log in to SmartSuite.
Click your user icon in the upper-right corner.
Select "API Key" from the dropdown menu.
Scroll down to the API Key section.
Click to reveal the API key and copy it.
Paste the API key into Zapier when prompted.
Practical Use Cases
1. Departmental Collaboration
Scenario: The Marketing team needs to automate data transfer between SmartSuite and Google Drive.
Solution: Set up a Zap that creates a new Google Drive folder whenever a new marketing project is added in SmartSuite.
2. Sales Lead Management
Scenario: The sales team wants new leads in HubSpot to automatically appear in SmartSuite.
Solution: Create a Zap that adds a SmartSuite record whenever a new contact is created in HubSpot.
3. Automated Notifications
Scenario: The HR team wants an automated Slack notification when a new employee is added to SmartSuite.
Solution: Use Zapier to send a Slack message whenever a new employee record is created in SmartSuite.