Effortlessly integrate Fillout's powerful form capabilities with SmartSuite to create, update, and manage records. Follow this guide to enhance your workflows and ensure seamless data collection.
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What is Fillout?
Fillout is a dynamic tool for designing forms that integrate seamlessly with SmartSuite tables. Its features include:
Customization: Create branded forms tailored to your style and identity.
Advanced Features: Meet complex data collection needs with ease.
Seamless Integration: Incorporate Fillout's capabilities directly into SmartSuite workflows.
How to Create a SmartSuite Form in Fillout
Step 1: Connect to Fillout
Visit Fillout SmartSuite Integration .
Select a theme for your form (adjustable later).
Connect SmartSuite -> Connect New account
Enter:
Account name (was not on the list previously)
SmartSuite API Key: Found in your user profile.
Workspace ID: The first 8 characters of the URL after logging into SmartSuite (e.g.,
https://app.smartsuite.com/...).
Click Connect
Step 2: Choose Your Solution and Table
Select the SmartSuite Solution and Table where form responses will sync.
Configure actions:
Create new SmartSuite records when the form is submitted.
Update existing SmartSuite records based on form submissions.
Map form fields to SmartSuite table fields.
Building a Form in Fillout
Drag and drop SmartSuite fields from the left-hand panel to your form.
These fields automatically sync with your SmartSuite table.
Connecting an Existing Form to SmartSuite
Open the desired form in Fillout.
Navigate to the Integrations tab.
Select SmartSuite and follow the connection steps from the guide above.
Map form questions to SmartSuite table fields.
Practical Scenarios and Use Cases
1. Multi-Line Item Sales Orders
Scenario: A sales team needs to capture detailed orders with multiple line items, such as products, quantities, and prices.
Solution: Use Fillout to create a dynamic form that supports multi-line entry, syncing each item into SmartSuite for streamlined order management.
2. Payment Collection
Scenario: A finance team wants to gather customer payment details directly through a form for event registrations or service invoices.
Solution: Integrate a payment gateway into a Fillout form linked to SmartSuite to collect payments and automatically update financial records.
3. Appointment Scheduling
Scenario: A service team needs a scheduling tool to book customer consultations while tracking appointments in SmartSuite.
Solution: Build a form that uses Fillout’s scheduling system, allowing customers to pick time slots and automatically updating tables in SmartSuite.
Key Features of Fillout Integration
Real-Time Sync: All form data is automatically updated in SmartSuite tables.
Custom Mapping: Tailor field connections to match your data needs.
Theme Adjustments: Ensure forms align with your brand identity.
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