Skip to content

Create project record in SmartSuite from new purchase in Knowify, filter purchases, and format project names

Create new records in SmartSuite when a purchase is made in Knowify, ensuring only relevant purchases are processed with specific text formatting applied to project names for clearer project management.

Create project record in SmartSuite from new purchase in Knowify, filter purchases, and format project names

Workflow preview:

Zap details:

Overview

Create new records in SmartSuite when a purchase is made in Knowify, ensuring only relevant purchases are processed with specific text formatting applied to project names for clearer project management.

Create project record in SmartSuite from new purchase in Knowify, filter purchases, and format project names