SmartSuite Integrations

Relay.app is an automation tool that lets you automate actions across apps. Unlike other automation tools, Relay.app lets you add human approvals and decisions to any automated workflow.

SmartSuite is a comprehensive work management platform that allows teams to align, organize, and collaborate on complex processes across their operations. Teams can streamline workflows, manage projects, and centralize data using SmartSuite’s flexible system. Relay enhances SmartSuite by automating tasks like record creation and updates, bridging gaps between SmartSuite and the suite of tools teams use daily. Create synchronizations without manual entry and bring AI into play for data enrichment and decision-making.

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SmartSuite integrations in Relay.app

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Triggers

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Comment added

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Record added

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Actions

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Add comment to record

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Create record

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Update record

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How-to guides featuring SmartSuite

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Automatically send Slack messages to a channel whenever a new comment is added in your SmartSuite

Effective communication is the foundation of every successful team. But when you’re working on multiple projects and using different platforms, keeping everyone informed can be a challenge. Imagine this scenario: you add a crucial comment to SmartSuite, but your team members aren’t notified and miss out on important information. This communication gap can slow down progress and hurt your team’s collaborative flow. Fortunately, Relay.app has the solution to this common problem. Relay.app seamlessly integrates SmartSuite with Slack, automatically sending new comment updates to a designated Slack channel. With this integration, you can eliminate the need for manual notifications and ensure that everyone is notified about important updates in real-time. This boosts team collaboration, fosters transparency, and ultimately accelerates project success. With Relay.app, you can say goodbye to missed updates and embrace a more connected, informed, and efficient way of working. In this guide, we’ll show you how to set up this integration in just four easy steps.

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Create new SmartSuite records from new Google Tasks

Learn how to set up a Relay playbook that automatically creates a SmartSuite record when a new Google Tasks is created. This workflow streamlines productivity by linking the SmartSuite app to Google Tasks. Whenever a new record is created in SmartSuite, a corresponding task is generated in Google Tasks. This helps you stay organized without having to manually duplicate your work across platforms.

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Send an email in Outlook for new SmartSuite records

Learn how to set up a Relay playbook to stay organized and efficient by integrating your Microsoft Outlook and SmartSuite apps. Whenever a new record is added in SmartSuite, an email will be sent in Outlook instantly.

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Automatically send Slack direct messages whenever a comment is added in SmartSuite

In today's fast-paced work environment, keeping every team member updated on the latest developments across various platforms is crucial for successful collaboration. But, it's easier said than done. Valuable comments and insights may get lost in the shuffle, causing a communication gap that can significantly slow down workflow and hinder the team's collaborative spirit. But don't worry, Relay.app is here to help! Relay.app is the game-changer that streamlines communication by integrating SmartSuite with Slack. With Relay.app, every comment added automatically triggers a direct message to team members, ensuring that everyone stays in the loop. This means no more missed updates, no more wasted time manually notifying team members, and no more frustration. Instead, Relay.app fosters collaboration, enhances team communication, and ultimately accelerates project success. And the best part? Setting up this integration is a breeze! In just four simple steps, you can bid farewell to communication gaps and embrace a more connected, responsive, and empowered way of working. So, let's get started!

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Create a new record in SmartSuite for a new subscriber in Paddle

Automate your data management process by integrating Paddle with SmartSuite through Relay.app. This integration enables the automatic creation of a new record in SmartSuite for each new subscriber in Paddle. As new subscribers are onboarded in Paddle, Relay.app dynamically generates corresponding records in SmartSuite. This streamlined approach enhances data synchronization and ensures that subscriber information is accurately captured.

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Do more with SmartSuite and Relay.app

Dynamic project tracking

With Relay's integration, any new record created in SmartSuite can automatically initiate a sequence of tasks in other systems. For example, when a new project is initiated and a record is created, Relay can simultaneously kick off time tracking in your time management software, send an announcement via Slack, or create a new folder in your cloud storage. This ensures all relevant systems are updated in real time as your project progresses.

AI-enriched record management

Relay can enrich the process of updating records in SmartSuite with AI insights. When a record is changed—such as when a sales deal progresses to a new stage—AI can generate follow-up actions, like drafting personalized emails or summarizing the deal changes for management. Relay's AI capabilities can also classify feedback or support tickets into SmartSuite records for seamless team access.

Streamlined collaboration and handoffs

Ensure that cross-team collaboration is seamless using Relay's automation with SmartSuite. Set up triggers in SmartSuite that, when a record reaches a certain stage, Relay will notify the next team or team member to take over. This can include automated task assignments in project management tools, sprint planning in Agile development tools, or notifying finance for invoicing when a project reaches completion.

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Automatically send Slack messages to a channel whenever a new comment is added in your SmartSuite

Create new SmartSuite records from new Google Tasks

Send an email in Outlook for new SmartSuite records

Automatically send Slack direct messages whenever a comment is added in SmartSuite

Create a new record in SmartSuite for a new subscriber in Paddle

Do more with SmartSuite and Relay.app

Dynamic project tracking

AI-enriched record management

Streamlined collaboration and handoffs

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