Hi All -
Trying to solve the following problem:
- I am building an internal app, one part of which is to create and manage quotes for customers
- Using DocsAutomater, I am able to automatically email customers a PDF of the quote
- Currently, customers can only approve their quotes by either replying to the email or contacting us by phone. I would like to create an “Approve” button, that flags the specific quote as such either in the PDFs or (more likely) in the body of the email
- I would like for customers not to have to log into my Glide app to approve their respective quotes. Is there a way to configure this where a button containing a unique approval URL is included in the email body?
Any help is appreciated.
I don’t have any experience with this, but my thinking is if you add a webhook URL as the destination of your button, you can sort of trigger something when the user clicks the button. If the URL can contain parameters, I don’t know if it can be parsed later on, but if it’s possible you might want to explore it.
Hi @mstam2, thanks for using DocsAutomator Where do you want to catch that Webhook? In Glide? Cheers, Rupert
Hi Rupert – I am trying to do the following:
- Customer receives a DocsAutomator PDF for a quote
via email. The email body contains a button to approve the quote.
- When the customer clicks approve, it changes the quote status value in a Glide table to “approved”
I am not sure how to create a link / construct a webhook that could do this.
Hi @mstam2, you can achieve this using the Glide API and just would need an environment where you can catch that webhook when it’s clicked + pass a row id of the quote you want to update.