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How to connect Monday and SmartSuite
Create a New Scenario to Connect Monday and SmartSuite
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or SmartSuite will be your first step. To do this, click "Choose an app," find Monday or SmartSuite, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the SmartSuite Node
Next, click the plus (+) icon on the Monday node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
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Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the Monday and SmartSuite Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Monday and SmartSuite Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Monday, SmartSuite, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Monday and SmartSuite integration works as expected. Depending on your setup, data should flow between Monday and SmartSuite (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and SmartSuite
Monday + SmartSuite + Slack: When a new item is created in Monday or a new record is created in SmartSuite, a notification is sent to a designated Slack channel to inform the team about the new project.
Monday + SmartSuite + Google Sheets: When a record is updated in SmartSuite or an item is updated in Monday, the information is added as a new row in a Google Sheet for consolidated reporting.
Monday and SmartSuite integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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About SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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FAQ Monday and SmartSuite
How can I connect my Monday account to SmartSuite using Latenode?
To connect your Monday account to SmartSuite on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and SmartSuite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync project status between Monday and SmartSuite?
Yes, you can! Latenode's visual editor simplifies syncing, allowing seamless status updates between platforms. Keep project stakeholders informed across both Monday and SmartSuite.
What types of tasks can I perform by integrating Monday with SmartSuite?
Integrating Monday with SmartSuite allows you to perform various tasks, including:
- Automatically creating SmartSuite tasks from new Monday items.
- Updating Monday items when corresponding SmartSuite tasks are completed.
- Synchronizing contact information between Monday and SmartSuite.
- Creating project summaries in SmartSuite based on Monday data.
- Triggering custom notifications in Monday based on SmartSuite events.
Can I use JavaScript to transform data between Monday and SmartSuite?
Yes! Latenode allows you to use JavaScript code blocks to transform data, offering maximum control and flexibility for advanced data mapping needs.
Are there any limitations to the Monday and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of Monday and SmartSuite.
- Initial setup requires a clear understanding of your data structure in both apps.
