Automate and integrate
Automate work with triggers and actions, connect other apps, use AI and work with the API and scripting.
By Peter and 6 others7 authors96 articles
Automations
Create custom notifications, automate routine tasks and integrate with other products.
- Automation Action: Send Webhook RequestMake HTTP requests to external systems from your SmartSuite automation
- Automation Action: Looping
- Looping Through Data from Webhook Actions
- Looping Through Data from Webhook Triggers
- Looping with JSON Arrays in SmartSuite
- Understanding "Current Item" in Looping Actions
- How can I use Email Layouts in SmartSuite automations?
- How does SmartSuite handle email automation for creating records and managing threads?
Integrations
Explore ways to sync your data between SmartSuite and other apps..
- Creating/Connecting a SmartSuite Form in FilloutUse a Fillout form to create new records in SmartSuite
- Add Files from Box.com to SmartSuiteEasily add existing files from Box.com to your SmartSuite records
- Connecting SmartSuite to PlyCreate add-ons, tools and notification that streamline complex processes and supercharge productivity
- Connecting SmartSuite to WeWebDeploy custom front-end applications using the power of low-code and no-code with SmartSuite data
- Add Files from Dropbox to SmartSuiteEasily add existing files from DropBox to your SmartSuite records
- Add Files from OneDrive to SmartSuiteEasily add existing files from Microsoft OneDrive to your SmartSuite records
- Add Files from OneDrive for Business to SmartSuiteEasily add existing files from Microsoft OneDrive for Business to your SmartSuite records
- Add Photos from Facebook to SmartSuiteEasily attach images from your Facebook page in SmartSuite
- Connecting SmartSuite to NolocoEasy-to-use yet powerful and flexible front-end application that can now be used for all your SmartSuite data
- Connecting Softr to SmartSuiteUtilizing SmartSuite as a data source for your Softr application
- Connecting SmartSuite to RelayExplore our recent integration with Relay, a workflow automation tool
- Integrating SmartSuite with SkyviaEffortlessly connect and manage your SmartSuite data using Skyvia's robust integration tools.
- SmartSuite for Microsoft 365Administrator Setup Guide
API
Create, Read, Update and Delete records or interact with SmartSuite's structure with an API customized for your Solution.
- How do I connect SmartSuite to other systems with the REST API: API OverviewThe REST API reads, creates, updates and deletes records; generate a key, open the per-solution docs, and stay within the rate limits.
- Generating an API KeyCreate an access token that allows you to use SmartSuite's REST API
- Paginating API Request ResultsBreak up your large result sets into manageable pages of data
- Sorting and Filtering Records in the REST APILearn how to use the SmartSuite API to return sorted and filtered record sets, ensuring you get exactly the data you need.
- Metadata API documentation
- Returning Hydrated Record Values from the SmartSuite APITell the SmartSuite REST API to send you records with human-readable labels to reduce the number of calls required
- Uploading and Downloading Files from the SmartSuite API
- Bulk Record Actions in the REST APIEasily add, update, or delete multiple records simultaneously using the SmartSuite REST API's bulk endpoints.
- Structure of SmartDoc ObjectsLearn about working with SmartDoc objects in the SmartSuite REST API
- REST API Country Names & CodesA list of country names and codes supported by the SmartSuite REST API
- REST API PermissionsUnderstanding SmartSuite API Keys and Permissions
Scripting
Technical articles focused on SmartSuite's Scripting Widget and SDK.
- Subscribing Script Widgets to Filter Widget State ChangesDynamically receive updates from selected Filter Widgets in your script
- Advanced Scripting FunctionsPowerful new SDK functions for your custom code
- Secrets ManagementStore API keys, tokens and other sensitive values that your scripts and integrations use, without exposing them in code
AI
Learn to use SmartSuite's AI capabilities.
- Automation Action: AI Workflow AgentAdd the AI Workflow Agent action to an automation: connect a provider, prompt with record fields and use structured output in later steps.
- AI Control Center: MCP AccessControl what connected AI assistants can do in your Workspace
- Connect SmartSuite to ClaudeAdd the built-in SmartSuite connector in Claude and sign in
- Connect SmartSuite to ChatGPTConnect SmartSuite to ChatGPT and sign in
- Connect SmartSuite to Other AI ToolsConnect Claude Code, Cursor, VS Code, Windsurf, Gemini CLI, Amazon Quick and other MCP tools
- AI Workflow Agent: Connecting Your Provider
- How do I write and edit text with AI in a SmartDoc: SmartSuite AI Assistant (SmartDoc)Open Ask AI in a SmartDoc to draft text from a prompt or rewrite, shorten, summarize and fix what you highlight, using record values.
- 10 AI Prompts for Marketers (SmartDoc AI)
- AI Field AgentsBring intelligence directly into your workflows
- AI Control Center: Providers and Models
- SmartSuite MCP ServerConnect AI assistants like Claude and ChatGPT directly to your SmartSuite Workspace
- AI Platforms and Models