How to send an email in Outlook for new SmartSuite records

In this how-to guide

How to send an email in Outlook for new SmartSuite records
1. Add the SmartSuite trigger
2. Add the Outlook "Send email" automation
3. Turn on the playbook
Learn more about integrating with Outlook and SmartSuite
Related blog posts
More how-to guides featuring Outlook and SmartSuite

Homearrow_forwardIntegrationsarrow_forwardOutlook Integrationsarrow_forwardOutlook + SmartSuite Integrationsarrow_forward

Relay.app is an automation tool that lets you automate actions across Outlook, SmartSuite, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Outlook “Send email” action for each SmartSuite “Record added” event.

Try it in Relay.app

SmartSuite > Outlook

Trigger

Last triggered

Record added

Send email

Add the SmartSuite trigger

Every playbook starts with a trigger. This trigger detects all new records that has been added in SmartSuite.

Click "Add trigger" and select "Record added" under SmartSuite. Then, select the table. If this is your first time using a SmartSuite integration in Relay, you'll be prompted to connect your SmartSuite account.

Now, every time a record is added in SmartSuite, your playbook will run automatically and proceed to complete the automation.

Add the Outlook "Send email" automation

Now you can automate sending an email to your new customers through Outlook from all the new records in SmartSuite. Add a new step and select "Send email" from the list of Outlook automations.

Connect Outlook to Relay if you haven't already, then fill out the necessary details. You can reference fields from SmartSuite to automatically pass along the right data.

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 record is added in SmartSuite. You can also click "Check now" to do a manual check whenever you'd like.