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Parsing a Form into multiple Apps in SmartSuite

Mar 08, 2023

Are you receiving information in a form from SmartSuite, but you need it to go to multiple datasets? You might think that’s not possible because when you set up a form the submissions are created as a single new record in one app. Well in this video you’ll see how to automate forms to send information to multiple apps. 

In this video, you’ll learn how to automate data coming from a single form into multiple data sets in SmartSuite. I’ll show you how all the information must come in from one app that can be triggered to send information to two different apps within the same solution.

In this video we’ll discuss:

  • What this video covers
  • Why you may need to parse data to different solutions
  • Creating the form submission form
  • Building SmartSuite form
  • Creating Automation that organizes data
  • Create secondary action
  • Linking fields together
  • Testing Form Submission
  • How to get more help

If you found this helpful and want to give it a try yourself, please use our links below! 👇

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