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How to share app/portal data

Explore various methods: guest access, team, membership portals, email notifications, custom automation via integrations, webhooks, and API.

Updated over a week ago

There are many ways to share an app's data. Read on to find which method suits your use case best.

Share with guest users

You have the flexibility to make your app public and share the link with guest users. This is ideal for situations where you want people to view your app without the need for them to edit or interact with the data.

Guest users will be able to navigate through your app’s public pages, exploring content or information you’ve made accessible. However, they won’t have permission to make any changes, keeping your data secure.

This feature is particularly useful for apps that share public information like event details, reports, or general content.

By leveraging this, you ensure a seamless user experience for your audience while maintaining control over the integrity of your data.

📝 Additional insights:

Provide View-Only access to public data
Make your app public to share essential information with external users. Ideal for displaying event details, reports, or any data where interaction isn’t required. Keep data secure and easily accessible to a broader audience.

Share with team members

Collaborating with your team is effortless with Formaloo’s team-sharing feature. You can add colleagues or collaborators to your workspace as members, allowing them to access, view, and even edit your app.

You have complete control over who can make changes by assigning specific editing permissions. For instance, if you’re working on a project or managing customer data, only team members with edit access can modify the app’s structure or data.

This feature is perfect for teams who need to work together on dynamic projects. By granting edit access, you enable efficient collaboration while keeping data secure from unauthorized changes.

📝 Additional insights:

Efficient collaboration with team access
Add colleagues to your workspace and control their access levels. Whether it’s for managing projects or customer data, Formaloo’s team-sharing feature empowers secure, collaborative work on apps.

Share with external users who have signed up for your app

For more secure and personalized experiences, you can create a private portal where your external users can sign up and log in to access specific pages of your app.

This is ideal if you’re building a membership site, a learning management system, or a client portal. Once users sign up, they can access exclusive content, track their data, or interact with customized services, all within a secure environment.

By enabling sign-up and login functionalities, you control user access and deliver a tailored experience based on user roles or permissions.

📝 Additional insights:

Provide secure access for registered users
Set up a membership portal where external users can sign up and access specific pages of your app. Perfect for client portals, learning platforms, or member-exclusive content.

Email notifications

Keep your team informed instantly by setting up email notifications. Each time a user submits a form, you can send an automated email to your team, alerting them of the new entry.

These notifications can be customized to include additional information about the form submission, such as next steps or details on how your team can follow up.

For instance, if you’re managing customer service requests, you can configure the email to include the request’s priority level or assign it to a specific team member, ensuring nothing slips through the cracks.

📝 Additional insights:

Stay notified with instant email alerts
Set up email notifications to alert your team whenever a form is submitted, ensuring timely responses. Customize notifications with key details for streamlined follow-up.

Automating your workflow with app/portal data

One of Formaloo’s powerful features is the ability to automate workflows and integrate with third-party tools, helping you streamline processes and save time. Here’s how you can leverage this:

Built-in integrations

Formaloo offers native integrations with tools like Google Sheets and Slack. This makes it easy to export app data directly to other platforms for real-time collaboration or data analysis.

For instance, if you’re collecting survey data, you can instantly send responses to Google Sheets for easy viewing and sharing across your team.

📝 Additional insights:

Connect with third-party tools; Sync data with Google Sheets, Slack, and more
Export app data directly to other platforms like Google Sheets or Slack for seamless collaboration and data analysis, all in real time.

Use webhooks

Webhooks are another powerful way to automate your processes. By using webhooks, your app can automatically notify other services when specific events occur.

For example, when a customer submits a support ticket or when a task is updated, a webhook can trigger a message to a project management tool like Trello, or send an email to your team.

This is perfect for automating tasks that require immediate action or for keeping external systems in sync without manual updates.

📝 Additional insights:

Trigger actions across apps instantly
Use webhooks to notify other services when specific events occur in your app, automating tasks like sending messages to Trello or alerting your team via email.

Accessing data via Formaloo API

With Formaloo’s API, you have the freedom to access your app or portal data programmatically and integrate it with your existing systems.

This feature is incredibly useful for developers who want to extract data for reporting, automate tasks, or build advanced custom workflows.

Whether you’re looking to sync Formaloo data with your CRM or generate detailed reports, the API offers a seamless way to work with your app’s data.

📝 Additional insights:

Leverage the power of Formaloo’s API
For custom workflows and integrations, Formaloo’s API lets developers access and manage app data programmatically, perfect for reporting and syncing with other tools.

Workflow automation tools

For a truly automated workflow, Formaloo supports integrations with popular automation platforms like Zapier, Make, and Integrately.

These platforms allow you to connect multiple apps and automate repetitive tasks without needing to write any code. From automatically sending new form submissions to your team’s Slack channel to creating tasks in Trello based on new app data, the possibilities are endless.

Formaloo supports numerous automation platforms like Zapier, Make, and Integrately, helping you connect and automate tasks between apps.

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