Connect SmartSuite and ConvertKit or Kit to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SmartSuite
Choose an Action
Automatically do this!
Find a Subscriber
Add Subscriber To Form
Add Subscriber to Sequence
Remove Tag From Subscriber
Create Purchase
Add Tag to Subscriber
Create a Subscriber
Update a Subscriber
Unsubscribe a Subscriber
Ready to use SmartSuite and ConvertKit or Kit automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
New Unsubscribe
Triggers when a subscriber unsubscribes from your email.
Tag Removed From Subscriber
Triggers when a specific tag is removed from a subscriber
Do thisActions
Action is the task that follows automatically within your SmartSuite integrations.
Update a Record
Updates an existing record in SmartSuite.
Find Many Records
Find multiple records by field match or SmartSuite search syntax.
List All Teams
list all the teams
List Comments
List all Comments
List Tables
Lists all Tables
List Solutions
Lists all Solutions in the Workspace.
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Frequently Asked Questions
To start, connect both your SmartSuite and ConvertKit or Kit accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSuite triggers actions in ConvertKit or Kit (or vice versa).
Absolutely. You can customize how SmartSuite data is recorded in ConvertKit or Kit. This includes choosing which data fields go into which fields of ConvertKit or Kit, setting up custom formats, and filtering out unwanted information.
The data sync between SmartSuite and ConvertKit or Kit typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SmartSuite and ConvertKit or Kit. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SmartSuite
SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.
Learn MoreAbout ConvertKit or Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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