SmartSuite integration with SmartSuite
How to Generate records in SmartSuite applications from new updates to separate SmartSuite records
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Generate records in SmartSuite applications from new updates to separate SmartSuite records" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate SmartSuite integrations
SmartSuite actions
Nekton can use any feature that is available in SmartSuite API.
Using our advanced AI, you can easily create custom automations for SmartSuite.
Here are some typical actions you can do in your automated workflows.
Create Record
Creates a new record with auto-populating fields.
Find Many Records (As Line Items) in SmartSuite
Find multiple records (up to 10) by field match or SmartSuite search syntax. Records are returned as Line Items.
Find a Record in SmartSuite
Find a SmartSuite Record by field match or SmartSuite search syntax.
Update Record
Update a existing record.
Create Record
Triggers when new record is created.
Update Record
Triggers when record is updated.
About SmartSuite
SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.