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Connecting SmartSuite to Noloco
Connecting SmartSuite to Noloco

Easy-to-use yet powerful and flexible front-end application that can now be used for all your SmartSuite data

Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

Integration Overview Video

What is Noloco?

Noloco is a powerful no-code platform that enables you to create client portals, internal tools, or custom CRM systems seamlessly on top of your SmartSuite data.

Imagine setting up a client portal that not only streamlines customer interactions but also enhances communication and collaboration, all while ensuring your customers can access and modify their own data securely.

Key Use Cases: Building an App from Your SmartSuite Data Source

  • App Builder: Build an app in minutes by instantly creating customer portals, partner apps, and internal tools on top of your SmartSuite data source. No coding required! Simply connect your SmartSuite database, and empower your team to view and edit your business data effortlessly.

  • What You Can Build with Noloco: Connect SmartSuite to Noloco in minutes and create powerful partner apps and customer portals. Securely share data with your customers in a white-labeled customer portal that places your brand front and center. Define precisely what data your partners can access and personalize their experience with custom views. Additionally, define user roles for your team members to maintain control over data access and views.

  • Data Display: Take control of the data displayed to your users. Toggle fields on and off with a single click, reorder them with a simple drag and drop, and establish conditional rules for field visibility based on other field values. With Noloco, customization goes as deep as the ocean, allowing you to tailor your app to your exact needs.

  • Permissions: Take data security a step further with database permissions. Define user roles to determine whether users can read, create, or update records in each SmartSuite Table. You can also specify whether user groups should have access to all records or only their own. And for added granularity, control access at the field level to protect sensitive information.

  • Workflows: Say goodbye to manual tasks and embrace automation with Workflows. Send emails automatically whenever data is updated in your Table. Trigger webhooks or leverage the Zapier integration to keep your other software tools in sync effortlessly. Noloco Workflows are here to save you valuable time and effort.

Connect your SmartSuite Account

To get started, sign up for a Noloco account here.

  1. Start the connect flow when creating a new App

When selecting a data source, cheese SmartSuite to sync your Tables and data from your SmartSuite Solution.

You will be prompted to name your App.

2. Connect your SmartSuite account with Noloco

If you do not yet have a SmartSuite account, simply select no and you will be forwarded to the sign up page.

If you already have an account, Click the Connect with SmartSuite button to connect your account to Noloco.

Securely log into SmartSuite using your SmartSuite credentials. Rest assured, Noloco utilizes OAuth2 to ensure your credentials remain protected. You can revoke access from your SmartSuite integration settings at any time.

3. Select your Workspace and choose a Solution

Next, select the Workspace that holds the Solution you wish to connect and then choose from the list of Solutions in the selected Workspace.

Once you've indicated your Workspace and your solution, you can then customize the name of the solution in Noloco, or leave it as the prepopulated name.
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Select next to proceed.

What Happens Next?

Noloco will analyze the data in your SmartSuite Solution and automatically create Tables and views in your app to represent your SmartSuite data.

For example, if you have a table with Brand Assets in SmartSuite, Noloco will create corresponding Tables and Views for editing individual records.

You can then utilize Noloco's App Builder to configure the display, apply filters, and set user access levels, allowing you to tailor the user experience according to your specific requirements.

Supported Field Types Include:

Noloco supports a variety of field types from SmartSuite, categorized as fully supported, supported for reading (but not updating), and unsupported. Here's a summary:

Fully Supported Field Types:

  • Record Title

  • Address

  • Assigned to

  • Color Picker

  • Count

  • Currency

  • Date / Date & Time

  • Date Range

  • Due Date

  • Duration

  • Email

  • Files & Images

  • First Created

  • Formula

  • Full Name

  • IP Address

  • Last Updated

  • Link

  • Linked record

  • Lookup

  • Multiple Select

  • Number

  • Number slider

  • Percent

  • Percent Complete

  • Phone

  • Rating

  • Record ID

  • Rollup

  • Single Select

  • Status

  • Tag

  • Text

  • Text Area

  • Time

  • Vote

  • Yes/No

Field Types That Are Not Supported:

  • Auto Number

  • Button

  • Checklist

  • Signature

  • Smart Doc

  • Social Network

  • Sub-items

  • Time Tracking Log

If you wish to import SmartSuite user fields into Noloco, we recommend setting up a user table with supported field types in Noloco and then importing this table.


FAQs

How often does my data get synced?

When your app users make changes to data within Noloco, those modifications will be immediately mirrored in your SmartSuite solution (though you may need to refresh your SmartSuite Table to view these changes).

Similarly, if any updates are applied directly to your SmartSuite solution, such as through automation or direct table modifications, you can expect the revised data to be reflected in just a matter of seconds.

This seamless synchronization occurs as SmartSuite notifies Noloco about data alterations, prompting Noloco to promptly update the information in its own system and subsequently in your app.

Can I connect multiple SmartSuite solutions to one Noloco app?

Certainly - it's possible to link multiple SmartSuite solutions to a single Noloco app. Additionally, you have the flexibility to blend and complement these with other data sources, such as Noloco Collections or Google Sheets.

Why isn't my SmartSuite solution appearing in the dropdown to connect?

  1. Your Solution is already linked to this app. You can verify this by navigating to your data page and searching for the solution, or by accessing your project integration settings and reviewing the list of connected solutions from your account.

  2. Noloco lacks access to this particular solution through your OAuth integration. To address this, you can review the solutions accessible to Noloco by visiting your project integration settings and examining the SmartSuite solutions list. If your solution is absent from this list, it implies that Noloco hasn't been granted permission to access it. This could be due to the solution not being shared with the SmartSuite account linked to Noloco.

Why won't one of my fields sync?

If you've attempted a manual synchronization of your Solution's schema, and one of your columns doesn't show up in Noloco, there are two potential explanations:

  1. The column type isn't supported by Noloco. You can refer to the section above that outlines the supported and unsupported field types.

  2. There's a naming conflict with a pre-existing column. If you've ever renamed a column, and the new field shares the same name as an older column, Noloco won't be able to synchronize that field until you delete the older column or alter the name of the new field (in any manner).

Does Noloco's integration affect my API usage?

Yes, when you integrate your SmartSuite solution with Noloco, Noloco initiates API requests to identify the tables and columns within your application. It also retrieves and updates data in your SmartSuite solutions.

All of these activities contribute to your SmartSuite API Limits. However, Noloco is smart in its approach, as it exclusively triggers requests to SmartSuite under specific conditions.

This occurs when SmartSuite notifies Noloco of any alterations to your data or when you initiate changes to your SmartSuite data within the Noloco platform.

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