How to automatically create SmartSuite records after Calendly events conclude

Relay.app is an automation tool that lets you automate actions across Calendly, SmartSuite, and many other apps. In this guide, we'll show you how to automatically create record in SmartSuite for each event ended in Calendly using Relay.app.
Calendly logoCalendly > SmartSuite
Trigger
Last triggered
Calendly logoEvent ended
SmartSuite logoCreate record
1

Create your playbook and set the Calendly trigger as "Event ended"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook

To set up this playbook, click "Add trigger" and then select "Event ended" under Calendly. Then, select the necessary details. This will allow your playbook to automatically detect each ended event in Calendly and initiate necessary actions.

If this is your first time using a Calendly integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Create record" in SmartSuite automation

Integrate the SmartSuite automation into your playbook to ensure the prompt creation of a new record in SmartSuite when a specific event ended in Calendly.

Click the "Add step" button, then locate the "Create record" automation for SmartSuite and input the mandatory and relevant details.

If your SmartSuite account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your SmartSuite account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new record in SmartSuite. Once turned on, it will respond whenever a specific event ended in Calendly by creating a new record in SmartSuite without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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