We keep all customer data in a few different client sheets. Currently we pull that data into a “dashboard” Google sheet, publish that to the web, and then send the client the weblink. But it looks awful and doesn’t format for mobile.
I’d like a way to send a new customer a temporary password so they can go to our website, enter their email and temporary password, and view their customer data (pulled from google sheets by using their email as a search key). Ideally this has protection against someone trying to brute-force the username and password box.
Is this possible with zapier? Or is there some other simple way to do this?
Best answer by SamB
Hi there, @FFPT LLC! 😁
Zapier Interfaces has the ability to create password protected pages, and they can be embedded in websites. So if you were to move the data into Zapier Tables you could put that information on a password protected page, embed it on your website and share the link and the password for it.
Zapier Interfaces has the ability to create password protected pages, and they can be embedded in websites. So if you were to move the data into Zapier Tables you could put that information on a password protected page, embed it on your website and share the link and the password for it.
The key thing I’m wondering about this though is if the Table can filter information based on the login credentials (i.e. if you login as a client, I want it to only show you your own client data, not anyone else’s). That’s the part I was feeling really stuck on in particular.
Interfaces has a managed users feature which you could use with a dynamic filter to filter the table component data based on the user that’s logged in.
