Connect SmartSuite and successeve to Build Intelligent Automations

Choose a Trigger

SmartSuite

When this happens...

Choose an Action

successeve

Automatically do this!

Enable Integrations or automations with these events of SmartSuite and successeve

Enable Integrations or automations with these events of SmartSuite and successeve

Actions

Update a Record

Update a Record

Updates an existing record in SmartSuite.

Find Many Records

Find Many Records

Find multiple records by field match or SmartSuite search syntax.

List All Teams

List All Teams

list all the teams

List Comments

List Comments

List all Comments

List Tables

List Tables

Lists all Tables

List Solutions

List Solutions

Lists all Solutions in the Workspace.

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Frequently Asked Questions

How do I start an integration between SmartSuite and successeve?

To start, connect both your SmartSuite and successeve accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSuite triggers actions in successeve (or vice versa).

Can we customize how data from SmartSuite is recorded in successeve?

Absolutely. You can customize how SmartSuite data is recorded in successeve. This includes choosing which data fields go into which fields of successeve, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SmartSuite and successeve?

The data sync between SmartSuite and successeve typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SmartSuite to successeve?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SmartSuite and successeve?

Yes, you can set conditional logic to control the flow of data between SmartSuite and successeve. 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.

SmartSuite

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.

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successeve

About successeve

Successeve is a customer lifecycle management software that helps companies increase customer conversion, retention, and expansion.

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