AFrame + SmartSuite

Create a new transaction in AFrame whenever new records are created in SmartSuite

This workflow initiates when a new record is created in your SmartSuite app, immediately creating a corresponding transaction in the AFrame app. It helps streamline your business operations by eliminating the need for manual data entry between the two platforms. Enjoy seamless data management with this simple yet powerful automation.

When this happens...
Create Record
Triggers when new record is created.
TriggerInstant
automatically do this!
Create Transaction
Creates a new transaction in your AFrame account.
ActionWrite

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Supported triggers and actions

- SolutionRequired
- TableRequired
Trigger
Instant
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- SolutionRequired
- TableRequired
Action
Write
- SolutionRequired
Action
Write
Contact Created
Triggers when a Contact is created.
Trigger
Instant
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Contact Note Created
Triggers when a Contact Note is created.
Trigger
Instant
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Contact Note Updated
Triggers when a Contact Note is updated.
Trigger
Instant
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Transaction Created
Triggers when a Transaction is created.
Trigger
Instant
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Transaction Updated
Triggers when a Transaction is updated.
Trigger
Instant
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- Property Address (Line 1)Required
- Property Unit
- Property City
- Property State
- Property Zip or Postal Code
- Transaction Side
- Primary Agent Name
- Primary Agent Email
- Assistant/TC 1 Name
- Assistant/TC 1 Email
- Buyer 1 Title
- Buyer 1 First Name
- Buyer 1 Middle Name
- Buyer 1 Last Name
- Buyer 1 Company
- Buyer 1 Email
- Buyer 1 Phone
- Buyer 2 Title
- Buyer 2 First Name
- Buyer 2 Middle Name
- Buyer 2 Last Name
- Buyer 2 Company
- Buyer 2 Email
- Buyer 2 Phone
- Seller 1 Title
- Seller 1 First Name
- Seller 1 Middle Name
- Seller 1 Last Name
- Seller 1 Company
- Seller 1 Email
- Seller 1 Phone
- Seller 2 Title
- Seller 2 First Name
- Seller 2 Middle Name
- Seller 2 Last Name
- Seller 2 Company
- Seller 2 Email
- Seller 2 Phone
- List Price
- Contract Price
- Percentage Commission
- List Date
- On Market Date
- Expiration Date
- Effective Date
- Closing Date
- Note
- Files/Attachment Urls
Action
Write

- SolutionRequired
- TableRequired
Trigger
Instant
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- SolutionRequired
Action
Write
- SolutionRequired
- TableRequired
- RecordRequired
Action
Write
Contact Deleted
Triggers when a Contact is deleted.
Trigger
Instant
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Contact Note Deleted
Triggers when a Contact Note is deleted.
Trigger
Instant
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Contact Updated
Triggers when a Contact is updated.
Trigger
Instant
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Transaction Deleted
Triggers when a Transaction is deleted.
Trigger
Instant
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- Company
- Team Name
- Name Title
- First Name
- Middle Name
- Last Name
- Job Title
- Email 1 (primary)
- Email 2
- Email 3
- Phone 1
- Phone 1 Type
- Phone 1 Description / Extension
- Phone 2
- Phone 2 Type
- Phone 2 Description / Extension
- Phone 3
- Phone 3 Type
- Phone 3 Description / Extension
- Phone 4
- Phone 4 Type
- Phone 4 Description / Extension
- Fax
- Fax Description / Extension
- Alt Contact Name Title
- Alt Contact First Name
- Alt Contact Middle Name
- Alt Contact Last Name
- Alt Contact Job Title
- Alt Contact Email 1 (primary)
- Alt Contact Email 2
- Alt Contact Email 3
- Alt Contact Phone 1
- Alt Contact Phone 1 Type
- Alt Contact Phone 1 Description / Extension
- Alt Contact Phone 2
- Alt Contact Phone 2 Type
- Alt Contact Phone 2 Description / Extension
- Alt Contact Phone 3
- Alt Contact Phone 3 Type
- Alt Contact Phone 3 Description / Extension
- Home Address Line 1
- Home Address Line 2
- Home Address City
- Home Address State
- Home Address Zip or Postal Code
- Work Address Line 1
- Work Address Line 2
- Work Address City
- Work Address State
- Work Address Zip or Postal Code
- Primary Address
- Website
- Company Broker License
- Individual Broker License
- Relationship Rating
- Letter Salutation
- Envelope Salutation
- Birthday
- Alt Contact Birthday
- Wedding Anniversary
- Home Purchase Anniversary
- Categories
- Note
Action
Write

About AFrame

AFrame is a transaction management and CRM in a single platform for real estate agents and transaction coordinators. Manage contacts and transactions with ease.

Learn more

Related categories

CRM (Customer Relationship Management)

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

Related categories

Productivity

AFrame + SmartSuite

Create a new transaction in AFrame whenever new records are created in SmartSuite

Supported triggers and actions

Create Record

Create Record

Find Many Records (As Line Items) in SmartSuite

Contact Created

Contact Note Created

Contact Note Updated

Transaction Created

Transaction Updated

Create Transaction

Update Record

Find a Record in SmartSuite

Update Record

Contact Deleted

Contact Note Deleted

Contact Updated

Transaction Deleted

Create Contact

About AFrame

Related categories

About SmartSuite

Related categories