SmartSuite integration
Collaborative work management platform combining databases with spreadsheets. Use SmartSuite from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 7 actions
- 2 triggers
- Starts with
New Record - ZoftAgent or workflow decides what happens next
- Then in SmartSuiteCreate a Record
- AndUpdate a Record
Zoft + SmartSuite
What Zoft can do with SmartSuite.
- 01Voice agentsA phone agent can use SmartSuite actions such as Create a Record and Update a Record during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update SmartSuite while it talks to the customer.
- 03WorkflowsStart a workflow when “New Record” happens in SmartSuite, or use SmartSuite as any step on the canvas.
- 04AI employeesAn AI employee can find and use SmartSuite actions on its own, and ask for your approval before it sends or changes anything important.
Actions 7
Things Zoft can do in SmartSuite.
- Get a RecordRetrieves a specific record by ID
- Upload FileUploads a file and attaches it to a record.
- Find RecordsSearches for records in the specified table based on criteria.
- Create a RecordCreates a new record in the specified table.
- Delete a RecordDeletes a record from the specified table
- Update a RecordUpdates an existing record in the specified table
- Custom API CallMake a custom API call to a specific endpoint
Triggers 2
Events in SmartSuite that can start a workflow.
- New RecordTriggers when a new record is created in the specified table
- Updated RecordTriggers when a record is updated in the specified table.
Setup
Connect SmartSuite in three steps.
- 01ConnectChoose SmartSuite in Connections and enter the account details SmartSuite asks for, such as a store name or token.
- 02Put it to workAdd SmartSuite as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
SmartSuite on Zoft, answered.
What can Zoft do with SmartSuite?
Zoft supports 7 actions and 2 triggers for SmartSuite. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect SmartSuite to Zoft?
Choose SmartSuite in Connections and enter the account details SmartSuite asks for, such as a store name or token.
Can a voice agent or chat agent use SmartSuite?
Yes. Once SmartSuite is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in SmartSuite without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.