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Getting Started with Make
Getting Started with Make
Brian Dollen avatar
Written by Brian Dollen
Updated over a week ago

Make 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, Make 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 Make, you can also instantly bring your existing data into those workflows, or output information to them. You can use Make to create new SmartSuite records and update existing ones, or trigger external actions when something specific changes in SmartSuite.

Creating Your First Make Integration

The basic structure of a Scenario 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 scenarios 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 Scenario for SmartSuite, you'll need to login to Make (or create a workspace). Here's how you can connect your SmartSuite workspace to Make:

Add SmartSuite Workspace to Make

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

  2. Click on “Create a new scenario” in the top right corner

  3. Click on the big + and search for "SmartSuite"

  4. Choose your Trigger or Action type

  5. On the Webhook page, click Add to create a new hook

  6. Name the Webhook and Add a new connection

  7. Make will prompt you to enter your Workspace Id and API key. See our walk-through for retrieving these values from your SmartSuite workspace below.

  8. Once configured! Use a Scenario template or create your own with the Make Scenario Editor

  9. Check out some popular ways to use SmartSuite with Make

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 Make account registration form


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