Tool Finder

How to Craft Client Portals (With No Code)

Build a portal for your clients with no code, and the help of AI. Get started with Softr with 200 free AI credits: https://dub.sh/softr-july 0:00 Intro: client invoicing portal problem 0:28 What Softr is 0:59 Importing CSV data (clients, invoices, projects) 1:21 Linking database relations 1:46 Using the AI builder prompt 2:05 AI asks setup questions 2:35 App generated 2:45 Creating a client user group 3:12 Setting data access restrictions 3:32 Testing the client preview 4:03 Customizing welcome & branding 4:31 Live database updates demo 5:01 Connecting Stripe for payments 5:19 Building the invoice reminder workflow 5:49 Wrap-up & free credits CTA Find tools, save on them & stay ahead: https://toolfinder.com/ Tool Finder helps you discover new tools, save money on the ones worth keeping, and stay ahead of what's coming next. Tool Finder is your home to find, shortlist and optimise the stack that actually works for you. 🔥 POPULAR TOOLS - Granola: https://toolfinder.com/go/granola - monday: https://toolfinder.com/go/monday-dot-com - ClickUp: https://toolfinder.com/go/clickup - Notion: https://toolfinder.com/go/notion - Akiflow: https://toolfinder.com/go/akiflow - Motion: https://toolfinder.com/go/motion - Sunsama: https://toolfinder.com/go/sunsama - Todoist: https://toolfinder.com/go/todoist - Wrike: https://toolfinder.com/go/wrike Some links in our videos and on our site are affiliate links. This means we may earn a commission at no extra cost to you. We've been doing this independently for 10+ years and only recommend tools we genuinely believe in, pros and cons included. #ai #tutorials