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Softr
เข้าร่วมเมื่อ 21 ธ.ค. 2020
Softr is the easiest no-code platform for building custom portals and tools using your existing business data, whether in spreadsheets or databases. No coding or design skills required.
Build client or partner portals, lightweight CRMs, trackers, team wikis, and more!
Build client or partner portals, lightweight CRMs, trackers, team wikis, and more!
Building a Project Management System with Softr | Designity Customer Story
Designity, a Creative-as-a-Service (CaaS) platform, connects B2B brands with top creative talent to deliver high-quality design work. Natalie Neumann, the company’s COO, spearheaded the development of a custom project management system using Softr.
Natalie discusses why they opted for a custom tool over out-of-the-box solutions, the challenges they faced, and how they leveraged Softr and Airtable to build a collaborative system that improved team efficiency.
Learn more in our latest customer story: www.softr.io/case-studies/designity
Timestamps ⏰
00:00 Introduction to Quick Changes
00:17 Meet Natalie, COO of Design
00:27 Comprehensive Services Offered
00:46 Centralized Collaboration Hub
00:53 Guaranteed Deadlines and Automated Timelines
01:10 Efficient Project Requests and Notifications
01:26 Automated User Generation
01:42 Scaling the Company Efficiently
01:55 Future Growth and Development
Learn more 🛠️
Website: bit.ly/49d0I41
Help Docs: docs.softr.io/
Softr Community: bit.ly/3HC7uUN
Softr blog: bit.ly/3ugAONV
About Softr:
Softr is the easiest, fastest no-code platform for building business apps, like portals and internal tools- without coding. Used by over 500,000 teams, and Fortune 500 brands like Google and Universal.
#clientportal #softr #nocode #buildclientportal #clientportalsoftr #clientportal #airtableclientportal #clientdashboard
Natalie discusses why they opted for a custom tool over out-of-the-box solutions, the challenges they faced, and how they leveraged Softr and Airtable to build a collaborative system that improved team efficiency.
Learn more in our latest customer story: www.softr.io/case-studies/designity
Timestamps ⏰
00:00 Introduction to Quick Changes
00:17 Meet Natalie, COO of Design
00:27 Comprehensive Services Offered
00:46 Centralized Collaboration Hub
00:53 Guaranteed Deadlines and Automated Timelines
01:10 Efficient Project Requests and Notifications
01:26 Automated User Generation
01:42 Scaling the Company Efficiently
01:55 Future Growth and Development
Learn more 🛠️
Website: bit.ly/49d0I41
Help Docs: docs.softr.io/
Softr Community: bit.ly/3HC7uUN
Softr blog: bit.ly/3ugAONV
About Softr:
Softr is the easiest, fastest no-code platform for building business apps, like portals and internal tools- without coding. Used by over 500,000 teams, and Fortune 500 brands like Google and Universal.
#clientportal #softr #nocode #buildclientportal #clientportalsoftr #clientportal #airtableclientportal #clientdashboard
มุมมอง: 391
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No-Code Summit 2024 Recap with Softr
มุมมอง 287หลายเดือนก่อน
Join us for an exhilarating journey at the No-Code Summit 2024 in Paris, the largest event in the no-code industry, where over 3,000 global participants converge. Representing Softr, we provide a behind-the-scenes tour, introducing our latest features and improvements, meeting enthusiastic community members, and sharing insights from industry leaders. Discover how Softr continues to empower use...
Lesson 1: Define Client Portal Requirements
มุมมอง 1.2K2 หลายเดือนก่อน
(Lesson 1/19) In this lesson, we introduce the concept of a client portal and explain its importance for businesses. Learn about our two user groups - clients and employees - and the functionalities each will have within the portal. From secure logins to task management and invoice creation, understand the foundational concepts before we move on to structuring our database in the next lesson. ⏰...
Lesson 3: Create Your Application in Softr
มุมมอง 7732 หลายเดือนก่อน
(Lesson 3/19) In this lesson, we guide you through creating your first Softr application from scratch. Learn how to navigate the Softr dashboard, set up your pages, and more. This session is entirely free with a Softr account, perfect for visualizing data or building apps with AI. Start building your client portal application with us and stay tuned for connecting data sources in the next lesson...
Softr's New REST API Integration Tutorial - Connect Any Data Source 🚀
มุมมอง 2K2 หลายเดือนก่อน
Dive into the ultimate guide to leveraging Softr's newest feature: REST API integration. Follow along as the process of connecting various data sources like Salesforce and Zillow to Softr is broken down step by step, allowing you to seamlessly power your apps. Discover how to set up API calls, manage endpoints, and utilize transformers for efficient data handling. Witness the creation of a real...
Lesson 19: Publish Your App + Extras
มุมมอง 4032 หลายเดือนก่อน
(Lesson 19/19) In the final lesson, learn essential steps to publish your Softr application live. The video covers user functionality with magic links, configuring custom and default domains, setting page rules for user access, and implementing global data restrictions. Additional highlights include customizing sign-in and sign-up pages, utilizing integrations and settings, and exploring a mobi...
![Lesson 14: Create Invoice List Page [Table Block + Rollups]](http://i.ytimg.com/vi/yBnVWla1mfo/mqdefault.jpg)
Lesson 14: Create Invoice List Page [Table Block + Rollups]
มุมมอง 2222 หลายเดือนก่อน
(Lesson 14/19) In this lesson, learn how to create the database and page for managing invoices within your client portal application. Starting with setting up an 'Invoices' table in Airtable, you'll define crucial fields such as Invoice ID, Project, Client, Status, Amount, Date, Notes, and Payment Link. The lesson continues with integrating these elements into Softr, creating a project invoices...
Lesson 4: Connect to Your Data Source + Set Up User Groups
มุมมอง 8072 หลายเดือนก่อน
(Lesson 4/19) In this lesson, we'll walk through the Softr dashboard, showcase the drag-and-drop functionality of building blocks, and configure user settings. Learn to sync the application with your data source, set up user groups for clients and admins, and manage page visibility based on user roles. This episode provides a step-by-step guide to get your client portal up and running efficient...
Lesson 2: Structure Your Database in Airtable
มุมมอง 1.2K2 หลายเดือนก่อน
(Lesson 2/19) In this lesson, learn how to structure your database for a client portal using Airtable with Softr. Discover how to create and manage user tables, company tables, and project tables, including adding various fields and linking records for a seamless data structure. This video lays the foundational work, ensuring your database is organized efficiently for future functionalities. Pe...
Lesson 16: Create a Client Listing Page
มุมมอง 1722 หลายเดือนก่อน
(Lesson 16/19) In this lesson, we'll create a client listing page for admins to view all their clients, including the ability to click into client detail pages to see associated projects and invoices. We will focus on designing the client details page, adjusting content filters, search functionality, and maintaining a consistent style throughout your app using Softr. Stay tuned as we add new bl...
Softr Client Portal Course | Complete Beginner Guide 2024
มุมมอง 1.7K2 หลายเดือนก่อน
Join JJ, the Community and Education Lead at Softr, as he guides you through building your first customized client portal using Softr's no code platform. This course covers everything from connecting your business data to advanced permissions, ensuring you create a live, functional portal tailored to your client's needs. ⏰ TIMESTAMPS: 00:00 Welcome to Softr 00:38 Introduction to Softr 01:02 Why...
Lesson 15: Create Invoice Page for Admins + Invoice Detail Pages
มุมมอง 2092 หลายเดือนก่อน
(Lesson 15/19) In this lesson, we continue building our project invoice system in Softr! In this lesson, we will create an Invoice Listing page for admins, ensuring they can view all invoices on a single page. You will learn how to copy blocks, adjust visibility settings, and add functionality to search and filter invoices. Additionally, we'll set up an Invoice Detail page, allowing admin users...
Lesson 10: Create Tasks and Add to Projects [Kanban Block]
มุมมอง 3932 หลายเดือนก่อน
(lesson 10/19) In this lesson, we delve into creating and managing tasks within a client portal to enhance collaboration between admin and clients. In this session, you'll learn to set up a new Tasks table, define task attributes like name, description, assignees, status, and deadline, and integrate these tasks into a project detail page using a Kanban board. We also cover various functionaliti...
Lesson 17: Create a Client Details Page with Action Buttons
มุมมอง 1842 หลายเดือนก่อน
Lesson 17: Create a Client Details Page with Action Buttons
Lesson 12: Add Files to Project Details Page [Sliding Modal]
มุมมอง 2852 หลายเดือนก่อน
(Lesson 12/19) In this lesson, we'll build a secure database structure for client project files using Airtable and Softr. Learn how to organize files such as contracts and deliverables, link them to specific projects, and ensure data security by showing files only to authorized users. Follow along as we customize list and detail blocks in Softr, apply conditional filters, and enhance the user e...
Lesson 8: Create a List Details Page [Project Details]
มุมมอง 5342 หลายเดือนก่อน
Lesson 8: Create a List Details Page [Project Details]
Lesson 6: Setting Up Professional Styles for Your App
มุมมอง 5652 หลายเดือนก่อน
Lesson 6: Setting Up Professional Styles for Your App
Lesson 18: Create Dashboards and Troubleshoot Your App
มุมมอง 2112 หลายเดือนก่อน
Lesson 18: Create Dashboards and Troubleshoot Your App
Lesson 9: Set Up Project Visibility for Each Client
มุมมอง 3652 หลายเดือนก่อน
Lesson 9: Set Up Project Visibility for Each Client
Lesson 13: Create Task Details + Comment Functionality
มุมมอง 2142 หลายเดือนก่อน
Lesson 13: Create Task Details Comment Functionality
Lesson 7: Building Your First Project Listing Page in Softr
มุมมอง 7002 หลายเดือนก่อน
Lesson 7: Building Your First Project Listing Page in Softr
Lesson 11: Finish Project Details Page + Prepare for Files
มุมมอง 2812 หลายเดือนก่อน
Lesson 11: Finish Project Details Page Prepare for Files
Unleash the Power of Notion with Softr: Build Apps without Coding
มุมมอง 2.4K2 หลายเดือนก่อน
Unleash the Power of Notion with Softr: Build Apps without Coding
Introducing Block Containers in Softr
มุมมอง 9404 หลายเดือนก่อน
Introducing Block Containers in Softr
The one in Italy: The Recap of Softr's 2024 offsite
มุมมอง 2014 หลายเดือนก่อน
The one in Italy: The Recap of Softr's 2024 offsite
Building a Client Dashboard with Softr | Strupek Customer Story
มุมมอง 6814 หลายเดือนก่อน
Building a Client Dashboard with Softr | Strupek Customer Story
Build Custom Admin Panels with Softr and Supabase in Minutes
มุมมอง 7064 หลายเดือนก่อน
Build Custom Admin Panels with Softr and Supabase in Minutes
How to Build Custom Client Portals with Softr and monday.com
มุมมอง 1K5 หลายเดือนก่อน
How to Build Custom Client Portals with Softr and monday.com
Elevate Your Agency Business: Join the Softr Expert Program
มุมมอง 3825 หลายเดือนก่อน
Elevate Your Agency Business: Join the Softr Expert Program
How can I get a domestic work in Canada or to care of a elderly person
3:27 Why not ideal for long term storage?
This is absolute sheit and a shame that this is not a built in feature in softr. Big Dealbreaker!
How did you get to "create application"
From the starting page in Softr, there are two options to create a new app: start from scratch, start with AI. Pick one of them to create an app!
Hi. I watched your video and I'm looking for a portal for my investment club. Where investors can log-in and see their account status and valuations. Do you know of any such template or how one can be created?
Hi! Check out templates catalog here: www.softr.io/templates once there, type in "Investor" and you will see a handful of them =)
Great video, thank you!
You sound like the TV host on too Nami 2009. I'm officially a fan😂
What about payments? Can a login panel be created for companies to add job offers, but only after payment?
Yes, we have a stripe integration that makes this possible!
Tim spent some more time on his app after the build, and you can see the result here: th-cam.com/video/ZMWfzvx5gKs/w-d-xo.html
great builds - super ideas! ❤
can I build this with log ins for 3 different business?
Yes!
It would be nice to show exactly where that URL is in Supabase.
Too bad the UI has already changed. The list block you used is no longer available.
It is still there! You just have a choice for the new list block, or the older one. And this build used the older one.
@@Softr I see only four list block options: Grid, List, List with small cards, List with timeline. There is no List with delectable elements option.
My question is: does it then become my app?
🤗
Sounds like a super cool event! Coming next year for sure ;)
Hope so!
This was fantastic! Softr had an incredible stand, and it was such a pleasure meeting the amazing crew and connecting with such great people.
🫶 thanks for helping to represent us there!
What an event! So great to meet the team :)
When was this?!!?! And how would I have heard of this :( ? would have loved to join!
Link in description for next year! It happens once per year in Paris =)
@@Softr Merci!
@@SoftrParis?!? Wow
10 minutes and no Infos
Dude are you a twin go watch the movie the umbrella academy and see if you see your self 😳😅
🙈
Men , the part of the tranformer part its really missing or lack of more detailed info.
Hi! Maybe this resource could be valuable to you? hellosambhavi.com/integrate-anything-unlocking-softrs-power-with-rest-apis
7:04 I'm stuck here as the task's assignee pictures don't appear, instead some long string does, probably representing the internal link to the picture. Can you please help me? Thanks.
Hi! Did you set the format of the field to image within Softr? If so, and it's still not working, are you linking to an actual image URL (that is being saved else where) or is it not an image URL that you're seeing?
Congratulations, I really needed this course to complete my application developed from scratch with Softr. Once it's up and running, I won't hesitate to subscribe to the prenium offer to secure my application 100%. I'm already convinced of the quality of the product.
So glad to hear!
okay good now how do I do this with Google Sheets? Your software is not working for me with Google Sheets.
How do I add sub-tasks in Notion?
hi! Maybe this video would be good for you? th-cam.com/video/iGkYTgLjRgk/w-d-xo.html Generally, you need to have a details page, and then you can add an action button, which will allow you to create a task for the related item on your details page. You can pass the value of the related item using hidden fields 😉
It's raining 🌮
🤣
Interesting. Is it possible to change the deal stage within Softr and reflect those changes in the hubspot that is providing the data? Thanks!
It is =) we have a two way sync with Hubspot!
Hi, I'm getting an error when I preview or publish my app, but not when I'm building the app. I configured the data source with a ClickUp endpoint, getting a task successfully.
Sorry to hear about this. It would be best if you contact our support so they can see what's going wrong in your application.
You used only get operations. Can you also do post? I need to put information in first in order to get information out. For instance, put an address in, get information out eg from a solar design app.
Yes, you can use our Call API action for POSTing data! That's on the client side. This rest API is for pulling data in.
So there is no way to create more records and update them?
@@dpaudiovisual1698 You can use our Call API actions to Create and Update data.
What I don't see yet is why you would connect the API to Softr and not to Airtable where you can perform certain actions/manipulations with the data retrieved from the API
This is for bringing data into Softr. You might be thinking of our "Call API" action which posts data somewhere, which you would most likely want to do follow up automations for. Hope this helps to clarify
Softr isn't picking this up on my app - but again, I'm using Google Sheets and very new to this...
You have to have a list details block on the page for it to be recognized as a details page that you can navigate to.
This is so good, my problem is that Airtable and Google Docs / Google Sheets are very different... so I'm not sure how to do the link via Google sheets. I think I've done it, but I'm not 100% sure it will work.
Check out this resource when you have a moment: www.softracademy.com/lesson-details?recordId=recvhJyru6q3MBvaP
If I use this features I want to use it dynamically. You worked with hardcoded values for the properties. Can you also work with variables instead? Like a form Integration or somethin like that?
You can use variables from the loggedin user but that's the extent of it at the moment.
you say we just built our first app, what does this one do?
We built our first app in the sense of "creating an application" in Softr, but there is more work to do to further build it now.
These have been great for helping me build my client portal. But my issues is I use one airtable for all my clients and projects but on softr I want the logged in cleint to see only their info and access only their projects
Hi! You need to use conditional filters for this. We teach you how to implement this in the course. Should solve your problem!!!
@ perfect !! I’ll just keep going. I’ve even started the whole lesson over just in case I missed something
Hi JJ. This is not an update of the year. This is an update of the century! With that said, this video scratches only the top of the surface. This topic is complicated and will probably require a series of videos to warm the users to this feature. More details on transformers. More details on POST/PATCH/DELETE methods that would insert/update/delete records. By the way the transformers concept is great. I wonder if something similar would be applicable to regular list item fields on dynamic blocks, so that we could finally re-format field content natively in Softr instead of doing it in the source (like Airtable formulas).
Responded to you on our forum 😃 So glad you love it though! We are working on an easier way to format data with our native data sources.
Hello, how to use the transformer please? you copy paste script and you do not give us more information ^^
Here is a copy of the transformer code that we used! return response.props.map(property => { return { id: property.zpid, address: property.address, estimate_price: property.price ? `$${property.price.toLocaleString()}` : property.zestimate ? `$${property.zestimate.toLocaleString()}` : "N/A", // Format price or zestimate as currency detail_url: `www.zillow.com${property.detailUrl}`, bedrooms: property.bedrooms, bathrooms: property.bathrooms, country: property.country, image_url: property.imgSrc }; });
Here's a guide that was recently released on this as well: hellosambhavi.com/integrate-anything-unlocking-softrs-power-with-rest-apis
hello, is not clear to me how to pull all records from the database in the schema. It only shows 3 fields from the table metadata. but in the video is not clear how you get those.
Sorry - do you mind clarifying? "3 fields from the table meta data"?
I'm amazed by the power and ease of use of Softr. I've tried so many tools, and there's nothing like it. I really wish the price were more accessible, though; it's out of reach for many entrepreneurs and developers.
Heard. Thanks for your kind remarks and feedback.
JJ, I want to thank you for the great work you've done. The tutorial is amazing and extremely useful. Best regards
Thanks 🙏🏽 team effort!
make a video on notion all block usage.
Thanks I was waiting for this
Is it possible to charge for listing an event?
Not so nice as glide tables
No button to “sort”?
is it available in free acount