Zapier runs automations, called Zaps, between SmartSuite and other apps. SmartSuite offers two triggers, Create Record and Update Record, and four actions: Create Record, Update Record, Find a Record and Find Many Records. Each Zap uses a SmartSuite API key, so every run counts toward the workspace's API allowance.
Plan Availability | All plan types. Every request a Zap makes counts toward the workspace's monthly API allowance: 25,000 on Team, 100,000 on Professional, 500,000 on Enterprise, custom on Signature. |
Permissions | Any member with an API key; the Zapier connection acts with that member's role and permissions. Zapier needs its own account. |
Platform | Web |
Related Reading |
How does a Zap work?
Trigger: the event in SmartSuite that starts the Zap.
Action: what Zapier does next, in SmartSuite or in another app.
SmartSuite is listed in Zapier's integration catalog.
Which triggers does SmartSuite offer?
Trigger. | When it fires. |
Create Record. | A new record is saved in a table. The record's data passes to the next steps of the Zap. |
Update Record. | Any field of an existing record changes. |
Which actions does SmartSuite offer?
Action. | What it does. |
Create Record. | Adds a record to a table, with fields filled from the trigger data. |
Update Record. | Finds a matching record from a field in the trigger data, such as the title, and updates it. |
Find a Record in SmartSuite. | Returns one record from a field match or a SmartSuite search query; use it before a conditional step. |
Find Many Records (As Line Items) in SmartSuite. | Returns up to 10 matching records as line items for later steps. |
The two Find actions are set up in Zapier Find Record.
Which account should Zapier use?
Important: Zapier signs in with an API key that belongs to a member and acts with that member's permissions. Create a dedicated member for Zapier with only the access the Zaps need, and do not use an Administrator account.
Frequently asked questions
The first question came from a conversation this month.
Can a Zap fill a Google Doc template from a SmartSuite form?
Can a Zap fill a Google Doc template from a SmartSuite form?
A form submission creates a record, so a Zap on the Create Record trigger starts for it and carries the record's field values. Map those values into the Google Docs action in Zapier; the Google Docs actions themselves are Zapier's.
Does every Zap run count toward my API allowance?
Does every Zap run count toward my API allowance?
Yes. Each request a Zap makes to SmartSuite is one API request against the workspace's monthly allowance. Administrators see the total in Workspace Administration > Usage; see Check and reduce API usage.
Where do I find the Workspace ID and API key Zapier asks for?
Where do I find the Workspace ID and API key Zapier asks for?
The Workspace ID is the first 8 characters after app.smartsuite.com/ in the address bar. The API key is in My Profile under API Key; click the masked value to reveal it.
Last verified 22 Oct 2026.