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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Changed Request Fulfillment Board" from SlapFive.

Add your action

An action happens after the trigger—such as "Create Record" in SmartSuite.

You’re connected!

Zapier seamlessly connects SlapFive and SmartSuite, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New or Changed Request Fulfillment Board
Triggers when a Fulfillment Board on a Request submitted from a Salesforce Opportunity is created or updated in SlapFive.
Trigger
Instant
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New Content Share
Triggers when SlapFive customer content is shared from a Salesforce Opportunity.
Trigger
Instant
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New or Changed Activity
Triggers when an Activity is created or updated in SlapFive.
Trigger
Instant
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New or Changed Company
Triggers when a Company is created or updated in SlapFive.
Trigger
Instant
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- SlapFive Object
  Required
- Hours Back
Trigger
Polling
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New or Changed Story
Triggers when a Story is created or updated in SlapFive.
Trigger
Instant
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- Company Name
  Required
- Company Description
- Company Size
- Industry
- Location
- Customer Since
- Products Owned
- Competitors Replaced
- Business Goals / Use Cases
- Salesforce Account ID
- Salesforce Matching Field 1
- Salesforce Matching Field 2
- Salesforce Matching Field 3
- Company Engagement Notes
- Program Status
- Active Status
- Anonymized Name
- Company Permissions
Action
Write

- Need
- For This Prospect or Purpose
- Activity Type
- Need By Date
- Request Date
- Requester Email Address
- Requester Name
- Team
- Request Status
- Fulfillment Date
- Note To Requester
- Request Notes
- Preferred Customers
- Salesforce OpportunityID
- Reason Unfulfilled
- Archived
- Rating Description
- RequestID
Action
Write
- Custom Field Name
- Custom Field Value
- Board ID
Action
Write
- Solution
  Required
- Table
  Required
Trigger
Instant
Try It
- Solution
  Required
- Table
  Required
Action
Write
- Solution
  Required
Action
Write

New or Changed Request Fulfillment Member
Triggers when a Fulfillment Member on a Request submitted from a Salesforce Opportunity is created or updated in SlapFive.
Trigger
Instant
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New Content View
Triggers when SlapFive customer content that was shared from a Salesforce Opportunity is viewed by the recipient.
Trigger
Instant
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New or Changed Board
Triggers when a Board is created or updated in SlapFive.
Trigger
Instant
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New or Changed Member
Triggers when a Member is created or updated in SlapFive.
Trigger
Instant
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New or Changed Request
Triggers when a Request submitted from a Salesforce Opportunity is created or updated in SlapFive.
Trigger
Instant
Try It
- Email
  Required
- Activity Name
  Required
- Date
  Required
- Notes
Action
Write
- First Name
  Required
- Last Name
  Required
- Title
- Email
  Required
- Phone Number
- Company Name
  Required
- Membership Status
- Active Status
- Activity Types Willing to Do
- Engagement Note
- Join Date
- Functional Role
- Nominated By Name
- Nominated Date
- Salesforce Contact ID
- Company Description
- Company Program Status
- Company Active Status
- Industry
- Location
- Company Size
- Customer Since
- Products Owned
- Competitors Replaced
- Business Goals / Use Cases
- Company Engagement Notes
- Salesforce Account ID
- Salesforce Matching Field 1
- Salesforce Matching Field 2
- Salesforce Matching Field 3
- LinkedIn URL
- Twitter Handle
Action
Write
- CustomerID
  Required
- PromptID
  Required
- Story Type
  Required
- Story URL
- Custom Story Label
Action
Write
- SlapFive Object
  Required
- RequestID
Action
Search
- Solution
  Required
- Table
  Required
Trigger
Instant
Try It
- Solution
  Required
Action
Write
- Solution
  Required
- Table
  Required
- Record
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect SlapFive and SmartSuite to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your SlapFive to SmartSuite integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About SlapFive

SlapFive is a Customer Marketing and Advocacy Software platform for mobilizing customers and their voice to drive strategic growth initiatives.

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Related categories

Marketing

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.