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Say I have a Google Sheet with customer data. One column is status. When I log a new customer status is new. When I close a deal I want to change to status acti
by bikamonki 6y ago
Say I have a Google Sheet with customer data. One column is status. When I log a new customer status is new. When I close a deal I want to change to status active, but:
1. I do not want to type "active", I want to select it from some options.
2. I want to check that customer has paid, so I need to hook this to a payments sheet or service.
3. I want to validate all input is valid before activating a customer, for example, I need a scanned image of a document to have been uploaded.
4. If all is good, I want to change the customer to active, but when I do it:
5. I want to create a log so I know when and who sold this account, so I can later automate sales commissions.
6. I want to send an email to the new customer, including login credentials.
7. Things I have not yet imagined but will surely pop when my business grows.
Can I do all this with Stacker? Merely using a couple of Google Sheets as my back-end DB?