Data & Docs ยท CONNECTIONManage SmartSuite solutions, tables, fields, records, views, comments, members, teams and webhooks.
Explore 37 workflow actions for SmartSuite, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Comment on a record, optionally assigned to a member or as a reply.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a field to a table (it goes at the end).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a public team with owners and members.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add several fields to a table, optionally showing them in views.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create several records in one request.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete several records by ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change some fields of several records (each with its id).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Check whether a solution name is free.
Create a record from field slugs and values.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a solution with an icon and color.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a table in a solution with its field structure.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a view of a table (grid, kanban, calendar and more) with its filter, fields and sort state.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Watch a solution, tables or fields for record changes, optionally pushing them to a URL (call List webhook events every 7 days to keep it).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a field from a table.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a webhook and its events.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Copy a solution, optionally with records and comments, within or across workspaces.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read a record.
Read a solution.
Read a table and its field structure.
List the records a view shows.
Read a webhook.
List the comments on a record, table or solution.
List a solution's deleted records with deletion details.
List workspace members with sort and filter.
List a table's records with sort, filter, paging and readable labels.
List the workspace's solutions, optionally with only some fields.
List tables, optionally in one solution and with only some fields.
List teams with sort and filter.
Read a webhook's collected events, a page at a time (this also keeps the webhook active).
List a solution's webhooks, a page at a time.
Replace a record; fields you leave out are cleared.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Restore a deleted record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a field's label, type or parameters.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change some fields of a member's profile.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change some of a record's fields (file fields take an array of file URLs).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a webhook's filter, events and notification setting.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in SmartSuite. A saved workflow is not a completed provider action.
