Learn how to automatically add rows to Google Sheets using SmartSuite automations. This guide walks you through setting up the Google Sheets Add Row action, enabling seamless integration between SmartSuite and Google Sheets.
Plan Availability | All plan types |
Permissions | Solution Managers or Administrators: Required for configuration |
Related Reading |
What is an Action?
An action in SmartSuite automations performs a task, activity, or change.
Actions follow the format:
When Something happens (Trigger) + These Conditions are true → Then This Event (Action) occurs.
The Google Sheets Add Row action allows you to:
Automatically add a row in Google Sheets based on a SmartSuite trigger.
Prerequisites
Before using this feature:
Ensure you have a Google account.
Verify that you have either Solution Manager permissions or an Administrator role in SmartSuite.
For more details, visit Roles and Permissions.
Open the Automations menu from the Solution dropdown to access the configuration interface.
Setting Up the Google Sheets Automation
1. Create a New Automation
Go to the Solution Automations dialog.
Click Add Automation to start creating a new workflow.
2. Choose a Trigger
Triggers specify when the automation runs and which record it uses.
Example Trigger:
If you track user-submitted help requests, you could:
Select the When a Record is Created trigger to create a new row in Google Sheets whenever a SmartSuite record is added.
3. Select the Google Sheets Action
In the Add Actions section, choose Google Sheets from the integrations list.
Select Add Row as the desired action.
How to Add a Row in Google Sheets
Follow these steps to configure the Add Row action:
1. Connect Your Google Account
Click Sign in with Google.
Log in to your Google account and grant necessary permissions.
Make sure you check the additional boxes. Then accept the request to connect:
💡 Note: Disconnect your account at any time by clicking the Disconnect button in the settings.
2. Configure Row Details
Once your account is connected:
Select the worksheet to use for the automation.
The worksheet must have predefined column headings.
Map the fields:
Assign static values or map values from the triggering SmartSuite record.
Repeat until all required fields for the row are populated.
3. Save and Activate Your Automation
Click Save Automation at the bottom-right corner of the screen.
Choose whether to turn the automation ON:
If ON, the automation will trigger when the criteria are met.
If OFF, the automation is saved but inactive.
Smart Tips for Success
Preview Your Workflow: Test the trigger and action to ensure the row is created as intended.
Collaborate with Team Members: Share the automation link with colleagues by copying the URL from the Automations list.