Client Portal Builder for monday.com – Automate everything in your Client Portal with Workflows
📌 Due to an updated app user interface, certain content shown in this video may not exactly reflect the current state of the app. We still recommend to watch the video, an updated version is in the making already. Find the corresponding help page in our documentation here: https://getgorilla.app/products/clien... and here: https://getgorilla.app/products/clien...
Learn how to automate everything in your monday.com client portal.
📌 And don't forget to check our product website at https://clientportalbuilder.com
00:00 # 1. Introduction
00:24 # 2. Workflow Builder
01:42 # 3. Example Setup
02:50 # 4. New client self-registers via WorkForm
06:09 # 5. Send onboarding email with credentials to new client
08:31 # 6. Enable or disable a client to grant or revoke portal access
09:50 # 7. Track when your client signed in to the client portal last
10:51 # 8. Send an email to a client when their status changes
12:13 # 9. [Advanced] Duplicate a template board and assign it to a new client
16:46 # 10. Client commented on a board item
17:18 # 11. You responded on a board item comment
17:36 # 12. Conclusion
More about the app 👉 https://getgorilla.app/products/clien...
Marketplace listing 👉 https://monday.com/marketplace/listin...
How to install the app 👉 https://getgorilla.app/products/clien...
How to use the app 👉 https://getgorilla.app/products/clien...
Questions? Contact us here 👉 https://getgorilla.app/contact