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Twilio: Send an SMS text message
Slack: Send a Slack message

Gmail: Send an email through Gmail

Outlook: Send an email through Outlook
Google Calendar: Create/update an event

Google Sheets: Add a row
Intercom: Create/update a contact
Salesforce: Create/update a record(s)

HubSpot: Create a record
Google Drive: Upload a file
Jira: Create/update an issue
Microsoft Teams: Send a chat/channel message

Send an SMS Text Message

Link to your Twilio account to send SMS text messages directly to team members.

Send a Slack message

Simply add your Slack Account, grant SmartSuite permission to send messages to it, and pick the Slack channel or individual user you want to send the message to.

You can customize the message to include any information from the triggering record and get important information to your team instantly.

Send an email through Gmail

Sending emails through your Gmail account is just as easy. You authorize SmartSuite to access your Gmail account, specify the email addresses or SmartSuite Members you want to email, and customize the subject and body of the email message.

Just like the Slack action you can incorporate field values into the content, or reference email fields to populate TO, CC and BCC values.

Include any fields of your data in your email message that will populate the data that corresponds to the record.

Send an email through Outlook

Sending emails through your Outlook account is just as easy. You authorize SmartSuite to access your Outlook account, specify the email addresses or SmartSuite Members you want to email, and customize the subject and body of the email message.

You can incorporate field values into the content, or reference email fields to populate TO, CC and BCC values.

Include any fields of your data in your email message that will populate the data that corresponds to the record.

Create / Update an Event

Create new events on your Google Calendar directly from SmartSuite. Simply indicate what trigger you want to fire the event creation and select the Google Calendar action.

Next, connect your Google Calendar account and give SmartSuite permission to access.

Add row

After selecting your trigger, the Google Sheet action will prompt you to connect your Google Sheets account and confirm permission access.

A window will display after allowing access, and from the Configuration tab, indicate which spreadsheet you wish to connect.

The spreadsheet will be added to your configuration, and you can select the Worksheet you wish to create the rows in.

Note: The worksheet must have non-empty column headers. Upon selection, SmartSuite will verify your workspace is valid.

Create a contact

Easily create contacts in Intercom. After selecting your trigger, the Intercom action will prompt you to connect your Intercom account.

Next, select the Role you would like the contact to have and include the fields of data to pull. This could include emails, phone numbers, and contact names.

Create a record

Through the Salesforce automation action, you are able to connect your Salesforce account to create a new record in Salesforce.

Whenever your automation trigger fires and the conditions are met, the Salesforce Create Record action will create a new ]\ Entity.

First, indicate the location in Salesforce where the information will be populated.

With the Entity Type set, you can then add details for the entity that you're creating. To get started, click the "Select Field" option under Fields. You'll be presented with a dropdown containing the available Salesforce fields.

You can also start typing the name of a field you're looking for to narrow down the list.

Next, establish the fields of information from your SmartSuite App to include in the new Salesforce record.

Create Record

After creating your automation and selecting your Trigger, you can select HubSpot from the Integrations section of the selector. You can then select the "Create Record" option (and remember, more action types are coming soon!) - it looks like this:

Whenever your automation trigger fires and the conditions are met, the HubSpot Create Record action will create a new entity. Configuring it just requires a few clicks.

You will first need to select the Entity Type you want to create. There are three currently available:

The remaining configuration will depend on the type selected, as their values differ slightly.

With the Entity Type set, you can then add details for the entity that you're creating. To get started, click the "Select Field" option under Fields. You'll be presented with a dropdown containing the available HubSpot fields. You can also start typing the name of a field you're looking for to narrow down the list.

When you've found the field you want to add, simply click it. The field will be added to the configuration page. Once added you can either provide a static value for the field by typing in the input area, or you can select a field from the trigger to populate the value, like this:

Continue adding fields until you have populated everything you need in the entities that will be created in HubSpot.

Upload a file

After creating your automation and selecting your Trigger, you can select Google Drive from the Integrations section of the selector. You can then select the "Upload option."

You will be presented with the option to add new Google Drive credentials. Simply sign in with your Google Account to connect the integration and allow access.

It is now time to specify a Google Drive folder and the files which to upload. You can upload a file directly or pick from the available fields in the record.

Anytime the trigger fires, the file selected or field specified will then upload to the indicated folder in your Google Drive account.

Create an issue, update an issue


After creating your automation and selecting your Trigger, you can select Jira from the Integrations section of the selector. You can then select the option to create an issue or update an existing one.

You will be presented with the option to connect your Jira Cloud Account. Simply sign in with your Jira Cloud account to connect the integration and allow access.

Send a chat message, send a message in a channel


After creating your automation and selecting your Trigger, you can select Microsoft Teams from the Integrations section of the selector.

You will be presented with the option to connect your Microsoft account. Simply sign in with your Microsoft account to connect the integration and allow access.

Related articles:

SmartSuite Automation Actions