SmartSuite

Peter Novosel

Emma Montgomery

Brian Dollen

Create powerful automations to eliminate repetitive tasks and streamline your workflow

Automations

Save time and streamline your work with SmartSuite automations

Introduction to Automations

Automation Overview

Learn how to check your automation's run history logs.

Automation Run History

Step by step guide to creating your first automation

Creating an Automation

Gmail Trigger: When an email is received

Learn how to configure Automation triggers in SmartSuite and understand each of our available triggers

Automation Triggers

Learn how to configure Automation Conditions in SmartSuite and Understand Each of our Available Operators.

Automation Conditions

Learn how to configure SmartSuite Automation actions

SmartSuite Automation Actions

Editing, duplicating, deleting, disabling automations and SmartSuite Automation Limits

Managing Automations

Using Checklists in Automations

Using Automations

Automation Action: Salesforce

Salesforce Automation Action

View all our integrated automation actions

Integrated Automation Actions

Twilio Automation Action

Intercom Automation Action

Slack Automation Action

Google Gmail Automation Action

Google Sheets Automation Action

Google Calendar Automation Action

Troubleshooting the most common error messages in SmartSuite's Automation History

Common Automation Error Troubleshooting

Automation Action: Intercom

Configure an action that allows you to create and update records in HubSpot

Automation Action: HubSpot

Outlook Automation Action

Automation Action: Google Sheets

Automation Action: Google Drive

Automation Action: Slack

Use SmartSuite automations to create or update Jira Cloud issues

Automation Action: Jira Cloud

Automation Integrations

Understand the requirements for creating, configuring and managing Automations

Permissions Required to use Automations

Permissions

SmartSuite.com

Product Roadmap

Find answers and get help from Intercom Support and Community Experts

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