Using Automations
By Emma and 4 others5 authors18 articles
- 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 Action: Conditional Logic
- Actionable Notification: SlackSend interactive messages to your Slack colleagues