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Automations
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