SmartSuite Integration: The Ultimate Tool to Streamline Your Team’s Work, Projects, & Tasks Online

SmartSuite Integration: SmartSuite provides a collaborative Work Management platform that enables teams to plan, track and manage any workflow – whether it be a project, an ongoing process or routine everyday tasks.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with SmartSuite. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with SmartSuite.

Authorization of SmartSuite Integration

First you have to select the SmartSuite from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select SmartSuite from the action page.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

To set up SmartSuite integration with Bit Integrations, you’ll need SmartSuite Workspace ID and API Token. Follow these steps to get it.

• Open SmartSuite Dashboard: First, log in to your SmartSuite dashboard.
• Access Profile Settings: Click on the Profile Icon located in the top-right corner.
• Navigate to API Key: From the My Profile Menu, select the “API Key” option.
• Copy API Token: Click on the API Key section, reveal the Hidden API Token, and copy it.
• Find Workspace ID: Your Workspace ID is the 8-character string found in the URL after https://app.smartsuite.com/ when you are logged in.

Once you have successfully entered your SmartSuite Workspace ID and API Token, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Integration Settings For Create Solution

Select Action: Select an Action from the drop-down option. For example: “Create Solution“

In the SmartSuite integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in SmartSuite. The “Name” field is the default and required field in SmartSuite, so you will need to map your form’s “Name” field to this field in SmartSuite. You have the option to map additional fields by clicking on the Plus (+) icon.

Utilities

Add Logo Color: You can customise your logo by selecting a colour.

Integration Settings For Create Table (PRO)

Select Action: Select an Action from the drop-down option. For example: “Create Table“

Select Solution: Select a Solution from the drop-down option.

In the SmartSuite integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in SmartSuite. The “Name” field is the default and required field in SmartSuite, so you will need to map your form’s “Name” field to this field in SmartSuite.

Integration Settings For Create Record (PRO)

Select Action: Select an Action from the drop-down option. For example: “Create Record“

Select Solution: Select a Solution from the drop-down option.

Select Table: Select a Table from the drop-down option.

In the SmartSuite integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in SmartSuite. The “Name”, “Color“, “Type” and “Owners” field is the default and required field in SmartSuite, so you will need to map your form’s “Name”, “Color“, “Type” and “Owners” field to this field in SmartSuite. You have the option to map additional fields by clicking on the Plus (+) icon.

Utilities

Assigned user: You can assign a user to the record.

Add priority: Set the priority for the record.

Add Status: Set the status for the record.

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your SmartSuite. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

SmartSuite Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

SmartSuite Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Use Case

Bit Form with SmartSuite

Bit Form Integrations with SmartSuite using Bit Integrations. When a user submits a Bit Form, this integration allows you to automate tasks like creating a solution, creating a table, or adding a new record within SmartSuite.

Elementor Form with SmartSuite

Elementor Form Integrations with SmartSuite using Bit Integrations. When a user submits an Elementor Form, this integration allows you to automate tasks like creating a solution, creating a table, or adding a new record within SmartSuite.

Gravity Forms with SmartSuite

Gravity Forms Integrations with SmartSuite using Bit Integrations. When a user submits a Gravity Forms, this integration allows you to automate tasks like creating a solution, creating a table, or adding a new record within SmartSuite.

WPForms with SmartSuite

WPForms Integrations with SmartSuite using Bit Integrations. When a user submits a WPForms, this integration allows you to automate tasks like creating a solution, creating a table, or adding a new record within SmartSuite.

Contact Form 7 with SmartSuite

Contact Form 7 Integrations with SmartSuite using Bit Integrations. When a user submits a Contact Form 7, this integration allows you to automate tasks like creating a solution, creating a table, or adding a new record within SmartSuite.

Ninja Forms with SmartSuite

Ninja Forms Integrations with SmartSuite using Bit Integrations. When a user submits a Ninja Forms, this integration allows you to automate tasks like creating a solution, creating a table, or adding a new record within SmartSuite.

Forminator Forms with SmartSuite

Forminator Forms Integrations with SmartSuite using Bit Integrations. When a user submits a Forminator Forms, this integration allows you to automate tasks like creating a solution, creating a table, or adding a new record within SmartSuite.

Formidable Forms with SmartSuite

Formidable Forms Integrations with SmartSuite using Bit Integrations. When a user submits a Formidable Forms, this integration allows you to automate tasks like creating a solution, creating a table, or adding a new record within SmartSuite.

Fluent Forms with SmartSuite

Fluent Forms Integrations with SmartSuite using Bit Integrations. When a user submits a Fluent Forms, this integration allows you to automate tasks like creating a solution, creating a table, or adding a new record within SmartSuite.