How to automatically send Slack direct messages when a SmartSuite record is added is an automation tool that lets you automate actions across Slack, SmartSuite, and many other apps. In this guide, we'll show you how to use to automatically run the SlackSend DM” action for each SmartSuiteRecord added” event.
SmartSuite logoSmartSuite > Slack
Last triggered
SmartSuite logoRecord added
Slack logoSend DM

Set the SmartSuite trigger as “New record added”

Add the SmartSuite trigger to initiate your playbook's actions when a record is added.

To do this, click "Add trigger" in your playbook. Select the "New record added" trigger option from the dropdown menu under SmartSuite. It will enable your playbook to automatically identify newly added records and trigger necessary actions.

If you still need to connect your SmartSuite account to, a prompt will guide you through the connection process.


Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates when a SmartSuite record is added.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.

If you still need to connect your Slack account to, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for to send direct messages through your Slack account.


Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages when a SmartSuite record is added without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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