SmartSuite + Yanado Integration

Connect SmartSuite to Yanado - Automate your workflows in 1-click

Set up SmartSuite automations to deliver faster service resolution, improve overall IT team productivity, and ultimately enhance customer satisfaction. Make use of Yanado automations to improve team communication and gain real-time visibility into project progress. And automate all the repetitive tasks between SmartSuite & Yanado using Integrately.
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Ready Workflows For SmartSuite + Yanado Integration

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SmartSuite + Yanado Integration

Create Yanado email task for new SmartSuite row

As any project manager knows, email tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating email tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the email task-creation process in Yanado is to use this SmartSuite - Yanado integration. Using this integration, you can create a new email task in Yanado that will be automatically populated with data from a new row in a SmartSuite.

This can help to save valuable time and ensure that each email task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the email task-creation process.
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Yanado + SmartSuite Integration

Create SmartSuite row for new Yanado email task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Yanado and SmartSuite. By linking these two applications, you can ensure that every email task is automatically recorded in the SmartSuite, making it easier to track and manage.
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SmartSuite + Yanado Integration
1.
  • SmartSuite
    Record is created in SmartSuite

    Triggers the automation whenever a new record is created

  • SmartSuite
    Record is updated in SmartSuite

    Triggers the automation whenever any record is updated

  • Yanado
    Task is created in Yanado

    Triggers the automation whenever a new task is created

  • Yanado
    Email task is created in Yanado

    Automatically searches for a task

  • Yanado
    Task is updated in Yanado

    Triggers the automation whenever any task is updated

  • Yanado
    Task status is changed in Yanado

    Triggers the automation whenever the status of a task is changed

  • Yanado
    Task reminder is created in Yanado

    Triggers the automation whenever a task reminder is set

  • Yanado
    Comment is created in Yanado

    Triggers the automation whenever a new comment is created

2.
  • SmartSuite
    Search record in SmartSuite

    Automatically searches for a record within a given database

  • SmartSuite
    Create record in SmartSuite

    Automatically generates a new record

  • SmartSuite
    Update record in SmartSuite

    Automatically updates a record with new information

  • SmartSuite
    Find Multiple Records (As Line Items) in SmartSuite

    Automatically retrieves and display multiple records as individual line items for easy reference and organization

  • Yanado
    Create task from email in Yanado

    Automatically convert incoming emails into tasks for easier organization and follow-up

  • Yanado
    Update task in Yanado

    Automatically updates the task with new information or changes

  • Yanado
    Search Task in Yanado
  • Yanado
    Create task in Yanado

    Automatically creates a new task

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate SmartSuite & Yanado In 1 Click
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