How to sync new Monday.com items to SmartSuite

Relay.app is an automation tool that lets you automate actions across SmartSuite, Monday.com, and many other apps. In this guide, we'll show you how to automatically run the “create record” action in SmartSuite for each item added in Monday.com using Relay.app.
Monday.com logoMonday.com > SmartSuite
Trigger
Last triggered
Monday.com logoItem added
SmartSuite logoCreate record
1

Create your playbook and set the Monday.com trigger as "New item added"

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 setup this playbook, click "Add trigger" and then select "New item added" under Monday.com. Then, select details like the board. This will allow your playbook to automatically detect the new item added in Monday.com and initiate necessary actions.

If this is your first time using a Monday.com 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 whenever a new item is added to a specific board in Monday.com.

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 to each new item added to a specific board in Monday.com 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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