Customer updates

10/25/18 Edited 12/09/19

Hey Gang. Hope all is well!

 

So I am trying to make an intergration happen and I believe there are a couple different ways to do this, but I need help starting. 

 

So I have a smart sheet with all my customers orders on it. I am a Gunsmith and as the firearm gets it's proper service or repair, we update certain columns of the sheet as needed. 



Here is what I would like to happen. 

I would like the customer to either have a login the the back end of my website or even a search feature that would allow them to see the updates of their order. But I don't want them to see the whole sheet. 

 

I was thinking about using zapier but I cant find a way to populate my ssquarespace page with the propoer information. 



I know this is a lot and maybe too big a task to solve here. But I would at least like a nudge in the right direction. 



I am thankful for any suggestions! 



 

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 10/25/18

    Hi,

    Do you want each customer to have a list each or can it be combined on one and then the could use find to find the correct information?

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hey Andre thank you for the reply. 



    I was trying to use Zapier to some how Populate a Squarespace page with specific row information but I realize that might be way harder. 

     

    What I could possibly do is create just a link or portal from my website to the smartsheet. But i cant have customers seeing the other orders or other sensative information. 

     

    I there a customized version of the sheet that I could show that doesnt look like a spreadsheet?





    I guess is what i'm trying to figure out. 



    Thank you sir

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    How many different customers?

    How many columns and rows?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • laugh Awesome!!

     

    So appreciated. 

    We only have one sheet so really we only have one type of customer. 

    Every customer or job number has their own row.

    I would only like know to see three different columns. 

    1. The Status column of the repair

    2. The gunsmith notes column

    3. And the name of the Gunsmith who's actually servicing the firearm column

     

    Every row/customer has a unique cust# if that helps at all. 

     

     

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Would it work if you could send updates automatically to the customer when something changes?

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • That woulds be a great start. 

     

    Would it be in an email or text?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    It would be an email but it could probably be set up to send by text also. I would recommend trying to keep it as email because it's easier to set up. 

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I think that's a great start. So we would need to have a column with their email?

  • I think that's a great start. So we would need to have a column with their email?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Great!

    Yes, you'll need to add a column for the customer's e-mail address. Also, you'll need to add Alert & Action rules if you want to automate the process.

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hey andree!

     

    So I created a column where I can put in email address of the customer. Then I made the alert that anytime that column changes that the customers email would be notifed. Well, I used my email as a test and when I chance the cell nothing happens. meaning I dont get and email update at all.

     

    The rule looks good but i'm not doing it right obviosly. 



    Is there a video walkthrough of this?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    Is the column a contact column because it has to be otherwise it won't work.

    Can you upload some screenshots of the Alerts & Actions and settings?

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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