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SmartSuite Automations for beginners | Updated for 2023

Feb 01, 2023

Are you struggling to build effective automations inside of SmartSuite? Or maybe you’ve been building automations, but things have changed and you need a refresher? Not to worry, as in this video, I am breaking down SmartSuite automations from Set-up to completion.

In this video, you’ll learn about how to access the SmartSuite automations and how they can help you. I’ll show step-by-step instructions on how to set up and integrate these tools into your apps. You’ll also learn what dynamic and static data are and how they can be integrated into your automation.

In this video we’ll discuss:

  • How to access SmartSuite automations
  • Setting Trigger Options
  • What do we want to react to the trigger?
  • Integrating 3rd-party services
  • Dynamic Data vs Static Data
  • Turning on & testing the automaiton

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

Plus, when you're ready to start automating in no-code, be sure to grab our free training here! 👇


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