SmartSuite

Customize SmartSuite

Customize SmartSuite to fit how you work. Create add-ons, tools and notification that streamline complex processes and supercharge productivity. No coding required.

SmartSuite
SmartSuite
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Supported custom features for SmartSuite

From simple hacks, to full-blown operating systems

SmartSuite Add-Ons

Create your own buttons, custom UI and business logic right inside SmartSuite.

Supported contexts:
What's a context?
Contexts define where you can add buttons and what data is returned when they are clicked
record
record
Add buttons to record
SmartSuite Tools

Build tools you can access anywhere based on SmartSuite data

Supported contexts:
Command bar
Command bar
Anywhere in the browser with a keyboard shortcut
SmartSuite Notifications

Create actionable notifications with custom post click functionality

Supported contexts:
Ply
Ply
Anywhere in the browser or in Ply’s home page in user mode
SmartSuite Portals

Build a customer portal that works with SmartSuite

Supported contexts:
URL
URL
Standalone url

Supported actions

SmartSuite
Add a comment
SmartSuite
Create a record
SmartSuite
Get a record
SmartSuite
Get an uploaded file
SmartSuite
Get a table's fields
SmartSuite
List a table's fields
SmartSuite
List tables in a solution
SmartSuite
List comments
SmartSuite
List a table's file fields
SmartSuite
List a record's files
SmartSuite
List records in a table
SmartSuite
List solutions
SmartSuite
List users
SmartSuite
Reply to a comment
SmartSuite
Search records
SmartSuite
Update a record
SmartSuite
Upload a file to a record

Live search support

Add a search block in interfaces that lets users search directly for the following items

SmartSuite
List tables in a solution
SmartSuite
List solutions
SmartSuite
Search records

Better tools, better work.

“The best thing you can do for your company right now is clear out your schedule and spend a few days building with Ply”

Rom Hirsh, Director of Operations, Optimove.
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