SmartSuite integrations

SmartSuite is a comprehensive work management platform that allows teams to align, organize, and collaborate on complex processes across their operations. Teams can streamline workflows, manage projects, and centralize data using SmartSuite’s flexible system. Relay enhances SmartSuite by automating tasks like record creation and updates, bridging gaps between SmartSuite and the suite of tools teams use daily. Create synchronizations without manual entry and bring AI into play for data enrichment and decision-making.

SmartSuite triggers and automations

add
Comment added
Trigger
box_add
Record added
Trigger
box_edit
Record changed
Trigger
add_comment
Add comment to record
Automation
library_add
Create record
Automation
edit
Update record
Automation

How-to guides featuring SmartSuite

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Retable iconSmartSuite icon
Automatically add comments from SmartSuite as new rows in Retable
Learn how to set up a Relay playbook that automatically adds comments from SmartSuite as new rows in Retable to streamline communication tracking.
Retable iconSmartSuite icon
Create new SmartSuite records from newly added Retable rows
Learn how to set up a Relay playbook that automatically creates records in SmartSuite whenever a new row is added to Retable, ensuring real-time data syncing for better project management.
Google Drive iconSmartSuite icon
Create new SmartSuite records for new Google Drive files
Learn how to set up a Relay playbook that automatically creates a new SmartSuite record whenever a new Google Drive file is added to a specific folder.
Linear iconSmartSuite icon
Create new Linear issues from new SmartSuite records
Learn how to set up a Relay playbook that automatically creates an issue in Linear whenever a new SmartSuite record is added.
HubSpot iconSmartSuite icon
Add new HubSpot messages to a SmartSuite table
Learn how to set up a Relay playbook that automatically creates a record in SmartSuite whenever a new message is received in HubSpot
Google Docs iconSmartSuite icon
Create new SmartSuite records for newly added Google Docs
Learn how to set up a Relay playbook that automatically creates a SmartSuite record whenever a new Google Doc is added to a specific folder.
Gmail iconHubSpot iconSmartSuite iconGoogle Drive iconGoogle Docs icon
Join or merge Paths in Zapier
Unfortunately joining or merging Paths is not possible in Zapier. This guide shows you how to merge paths in Relay.app, a modern and easy-to-use automation tool that lets you automate repeated workflows and add human approvals, data inputs or decisions where relevant
Jotform iconSmartSuite icon
Create new SmartSuite records for Jotform submissions
Learn how to add a new record to a SmartSuite table automatically whenever a form is submitted in Jotform.
Linear iconSmartSuite icon
Add new Linear issues to a SmartSuite table
Learn how to set up a Relay playbook that automatically creates a record in SmartSuite whenever a new issue is created in Linear.
SmartSuite iconFront icon
Create new SmartSuite records from new Front messages
Learn how to set up a Relay playbook that automatically creates a new SmartSuite record whenever a new Front message is received.
HubSpot iconSmartSuite icon
Create HubSpot tickets for new SmartSuite records
Learn how to set up a Relay playbook that automatically creates a HubSpot ticket whenever a new SmartSuite record is added.
Fireflies.ai iconSmartSuite icon
Create new SmartSuite records for new Fireflies.ai transcripts
Learn how to set up a Relay playbook that automatically creates a new record in SmartSuite whenever a new transcript is created in Fireflies.ai.
Google Slides iconSmartSuite icon
Create new SmartSuite records for new Google Slides presentations
Learn how to set up a Relay playbook that automatically creates a new SmartSuite record whenever a new Google Slides presentation is added to a specific folder.
Outlook iconSmartSuite icon
Create new SmartSuite records from new Outlook emails
Learn how to set up a Relay playbook that effortlessly saves received emails in Outlook to a new record in SmartSuite, enhancing your record-keeping and organization without extra manual effort. Whenever you receive a new email in Outlook that matches your selected filter, a new record will be created in SmartSuite instantly.
Typeform iconSmartSuite icon
Create SmartSuite records from new Typeform responses
Learn how to set up a Relay playbook that automatically creates new records in SmartSuite whenever a Typeform response is submitted
SmartSuite iconTally icon
Add SmartSuite records for new Tally form submissions
Learn how to set up a Relay playbook that automatically creates a new record in SmartSuite whenever a Tally form is submitted.
Webflow iconSmartSuite icon
Create SmartSuite records from new Webflow form submissions
Learn how to set up a Relay playbook that automatically creates records in SmartSuite when a new form is submitted in Webflow.
SmartSuite iconGoogle Forms icon
Create SmartSuite records from new Google Forms responses
Learn to configure a Relay playbook to create a new record in SmartSuite whenever a response is submitted to your Google Forms waitlist.
SmartSuite iconMailchimp icon
Create a SmartSuite record from a new Mailchimp subscriber
Learn how to set up a Relay playbook that automatically creates a new record in SmartSuite for each new subscriber in Mailchimp
Google Sheets iconSmartSuite icon
Add Google Sheets rows for new SmartSuite records
Learn how to set up a Relay playbook that automatically adds a new Google Sheets row whenever a new SmartSuite record is added.
Google Tasks iconSmartSuite icon
Create Google Tasks from new SmartSuite records
Learn how to set up a Relay playbook that automatically creates new task in Google Tasks whenever new record is added in SmartSuite.
Calendly iconSmartSuite icon
Add new Calendly events to a SmartSuite table
Learn how to automatically create records in SmartSuite from newly scheduled Calendly events.
Google Tasks iconSmartSuite icon
Create new SmartSuite records from new Google Tasks
Learn how to set up a Relay playbook that automatically creates a SmartSuite record when a new Google Tasks is created. This workflow streamlines productivity by linking the SmartSuite app to Google Tasks. Whenever a new record is created in SmartSuite, a corresponding task is generated in Google Tasks. This helps you stay organized without having to manually duplicate your work across platforms.
Outlook iconSmartSuite icon
Send an email in Outlook for new SmartSuite records
Learn how to set up a Relay playbook to stay organized and efficient by integrating your Microsoft Outlook and SmartSuite apps. Whenever a new record is added in SmartSuite, an email will be sent in Outlook instantly.

Do more with SmartSuite and Relay

Dynamic project tracking

With Relay's integration, any new record created in SmartSuite can automatically initiate a sequence of tasks in other systems. For example, when a new project is initiated and a record is created, Relay can simultaneously kick off time tracking in your time management software, send an announcement via Slack, or create a new folder in your cloud storage. This ensures all relevant systems are updated in real time as your project progresses.

AI-enriched record management

Relay can enrich the process of updating records in SmartSuite with AI insights. When a record is changed—such as when a sales deal progresses to a new stage—AI can generate follow-up actions, like drafting personalized emails or summarizing the deal changes for management. Relay's AI capabilities can also classify feedback or support tickets into SmartSuite records for seamless team access.

Streamlined collaboration and handoffs

Ensure that cross-team collaboration is seamless using Relay's automation with SmartSuite. Set up triggers in SmartSuite that, when a record reaches a certain stage, Relay will notify the next team or team member to take over. This can include automated task assignments in project management tools, sprint planning in Agile development tools, or notifying finance for invoicing when a project reaches completion.

Ready to use SmartSuite in Relay?

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