SmartSuite Document Designer and Document Automation with Make

How to create and automate documents in SmartSuite. Using SmartSuite’s document designer to create single-page PDFs and integrate with Make.com & Google Docs to generate multi-page documents. You have the flexibility to design documents any way you want. Great for contracts, quotes, proposals, reports and many other types of documents and PDFs.
_________________________________________
Learn more here ⬇️
Contact Us - innerdevsolutions.com
LinkedIn - / zackstevenson
_________________________________________
Table of Contents 📖 ⬇️
0:00 What We Will Cover
0:52 Overview of SmartSuite Solution
3:33 Creating Documents with Document Designer
6:17 Limitations of Document Designer
6:51 Automating Document Creation with Google Docs and Make.com
7:17 Setting Up the Make Scenario
13:56 Testing the Automation
_________________________________________
Software Tools (may contain affiliate links) ⬇️
Sign up using the links below!
SmartSuite - partners.smartsuite.com/zack
Make - www.make.com/en/register?pc=i...
_________________________________________
#zackstevenson #SmartSuite #googledocs

[@BrandonHull]

Nice work Zack.

[@zackstevenson]

Thanks!

[@johndavis1444]

Hey just a heads up, you can do multiple pages pdfs. If you add an element to the bottom of the pdf, it will add a new page. I do not know the max amount of pages but I have made one with 3 pages.

[@dymirtatem]

I literally was googling how to complete this task yesterday. I have an idea I’d like to see you creative video to display how to use Zello to send automated text messages.

[@GarrettClawson]

Great content, Zack! Am I able to use a similar Make scenario to pass a signature field?

[@zackstevenson]

Thanks
I haven’t worked much with the SmartSuite signature field. Would have to look into the api documentation and take a look in the community.
Images can be passed so if it gets stored in a similar format I think it could work.

[@user-lc9sg8mm1v]

Hi Zack. I'm trying to use your script for google doc creation, but as I set the iterate line item I just have a "body" button. I do not have the characters you have after the body:. how do you setup that?
Thanks!

[@zackstevenson]

If I am understanding your question correctly, if you have the module previously setup correctly, you can right click on it and select run this module. Then the additional characters (field slug) should show up for you.

[@user-lc9sg8mm1v]

@@zackstevenson thanks for your answer Zack. I managed to do that. what i have trouble now is identifying the series of characters in the Iterator array which links to the linked records. how do you do that? Thanks :).

[@zackstevenson]

@@user-lc9sg8mm1v If you are looking for what each field slug represents you can access the solution api. Check out this part of the video ruclips.net/video/73QNN6IGfVU/видео.htmlsi=a6xVPra-CayDS1oz&t=531