SmartSuite Automations
Create custom notifications, automate routine tasks and integrate with other products.
By Peter and 5 others6 authors44 articles
- 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
- Creating an AutomationStep by step guide to creating your first automation
- Automation Run History/ErroringLearn how to check your automation's run history logs.
- Automation TriggersDiscover how to set up triggers for your automations and explore the available options for both native SmartSuite and integration 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: Webhook
- Automation Trigger: Button ClickLearn how to use SmartSuite's button field type to trigger automations through manual user action.
- SmartSuite: Send a NotificationKeep your team informed without leaving SmartSuite
- Comparing “Record Matches” and “Record Updated” TriggersUnderstanding the differences between “when a record matches a condition” and “when a record is updated” triggers in automations
- 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 - Send SMS
- Connecting SmartSuite to BardeenExplore the power of using SmartSuite & Bardeen to automate workflows and enhance productivity.
- Automation Trigger: Outlook
- Automation Action: DocsAutomatorUse DocsAutomator to generate PDFs from your SmartSuite records
- Automation Actions: Twilio - Send Voice MessagePlace an outbound phone call through Twilio directly from an automation