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Waitlist Form Stored in GoogleSheet with Email Verification Step

Created by

Marcel Claus-Ahrens

Last update

Last update 6 months ago

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Instructions

This automation streamlines the process of collecting user information using a Form Node, enabling individuals to join a waitlist managed via Google Sheets.

It also generates a verification code, prompting users to input this code in the Second Form Step. If the code is _nvalid, the workflow keeps the user in a verification loop until a valid code is entered.

Once a valid code is provided, the workflow proceeds to the final step, where additional information can be collected.

All entered data and intermediate states are securely stored in the Google Sheet.

Structure of the GoogleSheet

Firstname | Lastname | Email | Company | Verification-Code | Verified | Intended Use
Marcel | Claus-Ahrens | foo[at]bar| foobar | abc123 | TRUE | Just testing

Setup

  1. Set Up a Google Sheet: Create a Google Sheet with the specified columns, or customize them to suit your needs.
  2. Verify the "Send Mail" Node: Ensure your "Send Mail" node is functional, or replace it with another email-sending node.
  3. Customize Texts and Fields: Update email content, form texts, and form fields to align with your specific use case.
  4. Done!

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Enjoy the workflow! ❤️
let the workf low — Workflow Automation & Development