Automations

Create powerful automations to eliminate repetitive tasks and streamline your workflow

18 articles in this collection
Written by Peter Novosel and Emma Montgomery

Automation Overview

Introduction to Automations

Save time and streamline your work with SmartSuite automations

Written by Emma Montgomery
Updated over a week ago

Using Automations

Creating an Automation

Step by step guide to creating your first automation

Written by Emma Montgomery
Updated over a week ago

Automation Triggers

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

Written by Emma Montgomery
Updated over a week ago

Automation Conditions

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

Written by Emma Montgomery
Updated over a week ago

SmartSuite Automation Actions

Learn how to configure SmartSuite Automation actions

Written by Emma Montgomery
Updated over a week ago

Managing Automations

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

Written by Peter Novosel
Updated over a week ago

Using Checklists in Automations

Written by Emma Montgomery
Updated over a week ago

Automation Integrations

Salesforce Automation Action

Create records in SmartSuite

Written by Emma Montgomery
Updated over a week ago

Integrated Automation Actions

View all our integrated automation actions

Written by Emma Montgomery
Updated over a week ago

Twilio Automation Action

Send an SMS Text Message

Written by Emma Montgomery
Updated over a week ago

Intercom Automation Action

Create a contact in Intercom

Written by Emma Montgomery
Updated over a week ago

Slack Automation Action

Send a Slack message

Written by Emma Montgomery
Updated over a week ago

Google Gmail Automation Action

Send an email through Gmail

Written by Emma Montgomery
Updated over a week ago

Google Sheets Automation Action

Add a row in Google Sheets

Written by Emma Montgomery
Updated over a week ago

Google Calendar Automation Action

Create an Event in Google Calendar

Written by Emma Montgomery
Updated over a week ago

Coming soon! Automation Action: HubSpot

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

Written by Peter Novosel
Updated this week

Outlook Automation Action

Send an email through Outlook

Written by Emma Montgomery
Updated over a week ago

Permissions

Permissions Required to use Automations

Understand the requirements for creating, configuring and managing Automations

Written by Peter Novosel
Updated over a week ago