The Best Way to Trigger Make Automations with SmartSuite

Integrating your SmartSuite with third-party tools can greatly enhance automation processes. However, SmartSuite's native automation tool might not offer all the triggers you need. In this video, we will walk you through how to build the best triggers for your automations in SmartSuite using a handy workaround. By following our step-by-step guide, you can achieve your desired results in half the steps.

Building the Ideal Trigger in SmartSuite

In order to integrate SmartSuite with third-party tools effectively, it's essential to create a trigger that meets your specific needs. While SmartSuite offers two trigger types - watch new records and watch updated records - these might not fully satisfy your requirements.

Using the watch updated records trigger, for example, can lead to unnecessary task execution, triggering your automation for every insignificant change in a SmartSuite record. This could result in an increased bill and operational inefficiencies. To avoid these issues, let's explore a better trigger-building approach.

Step 1: Creating an Automation in SmartSuite

Start by building an automation in SmartSuite based on the conditions you want to trigger. This automation should be simple and require no coding. For example, you might want to trigger an automation when the status of a subtask is marked as complete.

Step 2: Sending Information to Make

To activate the trigger in SmartSuite, you'll use a third-party tool like Make. Without writing a single line of code, you can seamlessly send relevant information from SmartSuite to Make. This integration enables you to trigger further automations in Make and integrate with other third-party tools.

Testing and Implementation

After setting up the trigger and the integration, it's important to test the automation workflow. By marking a subtask as complete, for example, you can ensure that the SmartSuite automation is triggered and the necessary information is sent to Make.

Once the trigger is activated in Make, you can retrieve the record information from SmartSuite using the record ID. This information can then be used to perform various actions and integrations within Make, such as creating an invoice in QuickBooks, generating messages in Slack, or creating invoices in Stripe.

Conclusion

Integrating SmartSuite with third-party tools can streamline and enhance your automation processes. By following the step-by-step guide outlined in this video, you can build effective triggers and leverage the power of SmartSuite integration. Remember, while SmartSuite's native automation tool might not provide all the triggers you need, using a workaround like Make can help achieve your desired results without writing any code.

We hope you found this blog helpful in understanding how to build triggers for SmartSuite automations. If you have any questions, please feel free to drop them in the comments section. And don't forget to keep building and automating your workflows to achieve maximum efficiency with SmartSuite.