Guide

How to 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.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time a row is added in Retable.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

Add the Retable trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.

Click "Add trigger" and select "Row added" under Retable. Then, select the table you want to watch for new rows. If this is your first time using a Retable integration in Relay, you'll be prompted to connect your Retable account.

Every time a row is added in Retable, your playbook will run automatically.

3

Add the SmartSuite "Create record" automation

Now, you can create a new record in SmartSuite. Add a further step and select "Create record" from the list of SmartSuite automations.

Connect SmartSuite to Relay if you haven't already, then fill out the necessary details like the table and record fields. You can reference fields from Retable to pass along the correct data automatically.

4

Turn on the playbook

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever a row is added in Retable. You can also click "Check now" to manually check whenever you'd like.

Get started with Relay.app

Sign up now and get started with your playbook today