Feature Requests

The Problem / Use Case Currently, managing external credentials (like Gmail or Outlook accounts) in SmartSuite is done "inline" within the Automation builder. This creates several major pain points for workspace administrators and users: Visibility Gap: Users cannot see which credentials are active, which have expired, or which automations are using them without manually checking each automation. Security Risks: There is no easy way to see if a personal credential was accidentally set to "Shared," allowing other users to send emails from that account. Maintenance Overhead: When a password changes or a token expires, users have to hunt down the specific automation to "Reconnect," leading to downtime in critical workflows. Credential Proliferation: Multiple users often connect the same account multiple times because they can't see existing connections. Proposed Solution I suggest adding a "Workspace Integration Center" (accessible via Workspace Settings or the Automations tab) that provides a bird's-eye view of all connections. Key Features: Global Connection List: A list of all connected accounts (Gmail, Slack, Twilio, etc.) across the entire workspace or specific solutions. Status Indicators: Clear visual cues (Green/Red) showing if a connection is active or needs re-authentication. Usage Mapping: A "Used In" column showing exactly which Solutions and Automations are currently utilizing a specific credential. Centralized Permissions: A toggle to switch a credential between "Private" (owner only) and "Shared" (available to all automation creators). Bulk Actions: Ability to refresh or delete credentials in one place. Proactive Alerts: An option to receive notifications when a credential is about to expire or has failed. Expected Benefits Improved Reliability: Admins can fix broken connections before they cause automation failures. Better Security: Granular control over who can send emails or access data via shared integrations. User Experience: Much cleaner interface for users who are confused by seeing other users' accounts in their dropdown menus. Scalability: Essential for larger teams managing hundreds of automations across multiple departments.

This integration will provide the ability to Create or Update customers, orders, or products in Shopify based on a trigger from inside SmartSuite.

My business runs through WhatsApp, so I would like the ability for messages from leads/customers to be brought into SmartSuite automatically.

This integration will provide the ability to Create documents in DocuSign based on a trigger from SmartSuite.

Could be great to have the same integration with Google Chat like we have with Slack. We are using GChat. It has same possibilities as Slack, but integrated in Google Workspace.

I would like to request for integration with Microsoft Office Suite as most customers prefer to have the generated documents from SmartSuite in the form of a Word that can later be edited or converted to a PDF. Since Microsoft supports mail merge and most organizations already have office, they wouldn't need to invest in licensing for docs Automator.

GHL is a great agency platform. However they are weak in task management and thus can leverage on a possible integration with SmartSuite. ClickUp and Monday.com are already integrated....

I would like to have a Fluent Forms natively integration in order to use this plugin to capture info from a website and bring it to SmartSuite without any other connector. This is similar to Fillout, however Fluent Forms is natively for Wordpress webpage building. It would be a great addtion to integrate a website to SmartSuite

n8n.io is a service that allows for the integration of multiple tools in one single platform. They offer thousands of ready-made app integrations, connections to any online app, and no-code configuration. It would be ideal to have a pre-configured SmartSuite connection to n8n.io so that it is easy to configure these connections, either triggering updates in SmartSuite or reacting to the state of information contained in SmartSuite and updated external tools and systems.

In order to use the system as a true CRM, it seems the only missing feature is the communication history which can be accomplished with an email platform integration (Gmail would be a great start). This would allow for any emails related to the email address in the contact record to be visible via the contact record. Ideally this info would also rollup into any associated account or opportunity records as well. Until then the view into the opportunities isn't complete and is only data related, which is great but especially for remote teams the history of conversations via email is necessary.