SmartSuite and Salesflare
How to connect SmartSuite
- Via Zapier — 6 operations available. Set it up ↗
- Via Make — 12 modules available. Set it up ↗
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.
SmartSuite operations on Zapier
Triggers (2)
Start a workflow when this happens
- Create Record — Triggers when new record is created.
- Update Record — Triggers when record is updated.
Actions (4)
Things Salesflare can make it do
- 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.
SmartSuite operations on Make
Triggers (2)
Start a workflow when this happens
- Watch New Records — Triggers when a new record is created
- Watch Updated Records — Triggers when a record is updated
Actions (9)
Things Salesflare can make it do
- Bulk Create Records — Creates many SmartSuite records
- Bulk Delete Records — Deletes many SmartSuite records
- Bulk Update Records — Updates many SmartSuite records
- Create a Record — Creates a SmartSuite record
- Delete a Record — Deletes a SmartSuite record
Show 4 more actions
- Get a Record — Gets a SmartSuite Record by field match or SmartSuite search syntax
- Make an API Call — Performs an arbitrary authorized API call
- Update a Record — Updates a SmartSuite record
- Upsert a Record — Upserts a SmartSuite record
Searches (1)
Look up existing records
- Find Records — Finds multiple records by field match or SmartSuite search syntax.
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