All Collections
SmartSuite Automations
Create custom notifications, automate routine tasks and integrate with other products.
Creating an AutomationStep by step guide to creating your first automation
Automation Run HistoryLearn how to check your automation's run history logs.
Automation TriggersLearn how to configure Automation triggers in SmartSuite and understand each of our available triggers
Automation ConditionsLearn how to configure Automation Conditions in SmartSuite and Understand Each of our Available Operators.
SmartSuite Automation ActionsLearn how to configure SmartSuite Automation actions
Managing AutomationsEditing, duplicating, deleting, disabling automations and SmartSuite Automation Limits
Using Checklists in Automations
Common Automation Error TroubleshootingTroubleshooting the most common error messages in SmartSuite's Automation History
Automation Action: Merge RecordsLearn how to configure an automation that will identify and merge duplicate records in SmartSuite.
Automations: Using Action DataLearn how to use automation action data in subsequent actions.
Automation Action: Create a CommentLearn how to automatically add comments to records using SmartSuite's native Create a Comment automation action.
Automation Action: Generate PDFGenerate a PDF as part of a native SmartSuite automation!
Automation Trigger: Google Gmail
Automation Action: Salesforce
Automation Action: Intercom
Automation Action: HubSpotConfigure an action that allows you to create and update records in HubSpot
Automation Action: Outlook Email
Automation Action: Google Sheets
Automation Action: Google Drive
Automation Action: SlackLearn how to automatically send Slack messages based on a SmartSuite trigger.
Automation Action: Jira CloudUse SmartSuite automations to create or update Jira Cloud issues
Automation Action: Microsoft Teams
Automation Action: Google Calendar
Automation Action: Google Gmail
Automation Action: Twilio
Connecting SmartSuite to BardeenExplore the power of using SmartSuite & Bardeen
Automation Trigger: Outlook