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Automations & Integrations
Automation Action: SmartSuite Notification
Stay connected without leaving SmartSuite. The new Send a Notification automation action lets you send in-app messages directly to workspace members through the SmartSuite Notification Center - perfect for alerting teammates when key record events occur.
Key Highlights
- SmartSuite now includes a new action type called “Send a notification.”
- In-app messaging delivers updates directly to the Notification Center, eliminating the need for email.
- You can choose dynamic recipients using static emails, names, or field-based values such as Assigned To, Email, Lookup, or Formula fields.
- Messages can be customized, or you can use context-aware defaults that adapt automatically based on automation triggers like record creation, updates, or condition matches.
- The system is context-aware, so messages automatically reference the triggering record and app when available.
- To simplify automation setup, the “Send Notification” option has been removed from the Send Email action.
How It Works
- When configuring an automation, you can select SmartSuite: Send a notification as the action.
- In the Send To field, you can define one or more recipients, including workspace members, specific email addresses, or values pulled from record fields.
- In the Message field, you can write the content of the in-app message, with SmartDoc formatting disabled to keep messages concise.
- Depending on the trigger, SmartSuite either auto-fills a default message or allows you to define your own.
- Notifications appear instantly in the recipients’ SmartSuite Notification Center.
With this new action, your automations can now keep teammates informed instantly - bringing faster visibility and smoother collaboration right inside SmartSuite.