
SmartSuite integration
Work Management Platform built for businesses, designed for people, and loved by teams. Any company size or industry.
What your agents can do with SmartSuite
4 pre-built SmartSuite tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (2)
Find Records
Search for records based on matching field(s).
Create Record
Creates a new record.
Triggers (2)
Record Updated (Instant)
Emit new event when an existing record is updated.
New Record Created (Instant)
Emit new event when a new record is created.
Set up SmartSuite in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your SmartSuite account
In Relevance AI, open Integrations and add SmartSuite, then paste your API Token and Account ID. You will find it in your SmartSuite account settings.
Use SmartSuite in an agent
Create a tool, add a SmartSuite tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put SmartSuite to work in your agents
Connect SmartSuite alongside 1,800+ other integrations and let your agents run the busywork.