SmartSuite and Google docs Integration

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SmartSuite + Google docs integration

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SmartSuite

Google docs

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect SmartSuite and Google docs

Create a New Scenario to Connect SmartSuite and Google docs

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a SmartSuite, triggered by another scenario, or executed manually (for testing purposes). In most cases, SmartSuite or Google docs will be your first step. To do this, click "Choose an app," find SmartSuite or Google docs, and select the appropriate trigger to start the scenario.

Add the SmartSuite Node

Select the SmartSuite node from the app selection panel on the right.

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Configure the SmartSuite

Click on the SmartSuite node to configure it. You can modify the SmartSuite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Add the Google docs Node

Next, click the plus (+) icon on the SmartSuite node, select Google docs from the list of available apps, and choose the action you need from the list of nodes within Google docs.

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Authenticate Google docs

Now, click the Google docs node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google docs settings. Authentication allows you to use Google docs through Latenode.

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Configure the SmartSuite and Google docs Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the SmartSuite and Google docs 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 donโ€™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 SmartSuite, Google docs, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the SmartSuite and Google docs integration works as expected. Depending on your setup, data should flow between SmartSuite and Google docs (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect SmartSuite and Google docs

SmartSuite + Google Docs + Slack: When a record's status is updated in SmartSuite, a Google Doc is created from a template with the record's information. Then, a message is sent to a Slack channel notifying the team with a link to the document.

Google Docs + SmartSuite + Google Sheets: When a new Google Doc is created, the content of the document is extracted and used to create a new record in SmartSuite. The details of the new record are then logged as a new row in Google Sheets.

SmartSuite and Google docs integration alternatives

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.

About Google docs

Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.

See how Latenode works

FAQ SmartSuite and Google docs

How can I connect my SmartSuite account to Google docs using Latenode?

To connect your SmartSuite account to Google docs on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select SmartSuite and click on "Connect".
  • Authenticate your SmartSuite and Google docs accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create reports in Google docs from SmartSuite data?

Yes, you can! Latenode lets you map SmartSuite fields to Google docs templates, automating report generation. This saves time and ensures consistent formatting across all your documents.

What types of tasks can I perform by integrating SmartSuite with Google docs?

Integrating SmartSuite with Google docs allows you to perform various tasks, including:

  • Automatically generating project summaries in Google docs from SmartSuite tasks.
  • Creating personalized client reports in Google docs using SmartSuite customer data.
  • Updating Google docs with real-time data changes from SmartSuite records.
  • Generating invoices in Google docs based on SmartSuite billing information.
  • Populating contract templates in Google docs with SmartSuite contact details.

How can I use JavaScript to enhance my SmartSuite Google docs integration?

Latenode allows adding custom JavaScript code to transform data between SmartSuite and Google docs, enabling complex calculations and advanced formatting.

Are there any limitations to the SmartSuite and Google docs integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex formatting in Google docs may require custom JavaScript adjustments.
  • Large data transfers might experience delays based on API rate limits.
  • Real-time updates depend on the polling interval configured in Latenode.

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