Connect SmartSuite and webCRM
Integrate SmartSuite with webCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Record in SmartSuite when New Activity Is Created in webCRM
Find Many Records in SmartSuite when New Activity Is Created in webCRM
List All Teams in Smartsuite when New Activity Is Created in webCRM
List Comments in Smartsuite when New Activity Is Created in webCRM
List Tables in Smartsuite when New Activity Is Created in webCRM
Popular SmartSuite + webCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
SmartSuite
When this happens...
- Request a new Trigger for SmartSuite
Choose an action
webCRM
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Update a Record in SmartSuite when New Activity Is Created in webCRM
Use this flowFind Many Records in SmartSuite when New Activity Is Created in webCRM
Use this flowList All Teams in Smartsuite when New Activity Is Created in webCRM
Use this flowList Comments in Smartsuite when New Activity Is Created in webCRM
Use this flowList Tables in Smartsuite when New Activity Is Created in webCRM
Use this flowList Solutions in Smartsuite when New Activity Is Created in webCRM
Use this flowList Members in Smartsuite when New Activity Is Created in webCRM
Use this flowUpdate a Record in SmartSuite when New Delivery in webCRM
Use this flowFind Many Records in SmartSuite when New Delivery in webCRM
Use this flowList All Teams in Smartsuite when New Delivery in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SmartSuite and webCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SmartSuite and webCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between SmartSuite and webCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach webCRM. No coding required.
Yes. You can set up a workflow where SmartSuite triggers actions in webCRM, and a separate workflow where webCRM triggers actions in SmartSuite. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between SmartSuite and webCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SmartSuite and webCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
