I am not sure if I'm in the right place to build what I need. Below is what I want to do:
I discovered recently that I can learn to use Google Scripts to create automations and I assume this can all be integrated with AppSheet? If helpful, I have included three items below from a table I started to hold automations we need.
Note: For #2.1, I need to figure out how to set up a mail merge template and learn how this works with gmail. Hopefully this is something that can be done.
Automations needed
|
| Action | Action | Action |
# | Trigger | 1 | 2 | 3 |
1 | If a new row of data is added to Google Sheet, then | Change Client Status field from empty, to Potential | Change Update type field from empty, to Consult Form received | Add time and date to Last updated field. |
2 | If X days have passed since time and date showing in any cell of Last Updated column, AND the following condition has been met: Secondary Client Status shows Consult Form received, then | Send a Consultation Scheduling Reminder email to client | Add a record update (not sure how this part works) and change Secondary Status field to display Consult scheduling reminder sent to cell in Secondary Status | Add time and date to cell in Last updated column. |
3 | If X days have passed since time and date showing in cell of Last Updated column, AND the following condition has been met: Secondary Client Status shows Consult scheduling reminder sent | Add a record update (not sure how this part works) and change Client Status field to No longer interested. | Add time and date to cell in Last updated column. |
You probably need to make use of multiple services to achieve all of this. Appsheet can certainly be one of those.
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