Guide

How to 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.
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1

Create your playbook

To set this playbook in motion, it will trigger every time someone submits a form on Webflow.

Begin by signing in or registering at Relay.app and then click "New playbook." Assign your playbook a distinctive name and choose an emoji to represent it.

2

Add the Webflow trigger

Every playbook is initiated by a trigger. This trigger will sense when there are updates in your integrated applications and set your playbook in motion as a result.

To add this trigger, click "Add trigger" and choose "New form submission" within the Webflow options. Next, you will need to select the specific form to track. If this is the first occasion you're configuring a Webflow integration in Relay, you'll be prompted to link your Webflow account.

Your playbook will now automatically activate each time a form is submitted in Webflow.

3

Add the SmartSuite Create record automation

Now, create a new record in SmartSuite for every submission. Add a new step in your playbook and select "Create record" from the SmartSuite automations.

If SmartSuite hasn't been connected to Relay, you'll need to do that. Then, go ahead and provide the information in the Table and Fields inputs. Use the data from the Webflow form submissions to populate these fields automatically.

4

Turn on the playbook

Once your playbook is complete, it's time to set it live.

The playbook will activate automatically in response to a new form being submitted on Webflow. You also have the option to click "Check now" and manually initiate a check whenever necessary.

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Sign up now and get started with your playbook today