Here at Knack, we take the security of your data very seriously. To help secure data in both the frontend and backend aspects of apps built with Knack, we’re happy to announce the release of some new Security Features for those on a Pro, Corporate, Enterprise, HIPAA or GovCloud plan!Continue reading...
The Knack team on web applications, online databases, and beautifully designed products.
We’re very excited to announce some upgrades to our e-commerce functionality! Accepting payments with your Knack app just got even easier.
Saving Payment Methods
In the past, payments were submitted exclusively via checkout forms where users had to manually enter their payment information each time. Now your app can save a user’s payment method, so future payments are quicker and simpler.
Securely storing payment information in Knack means that users can log in to submit payments at any time, or you can charge their payment method as you complete services:
E-commerce is a great way to set your app up to make donations, purchase tickets, or place orders. Now that user’s payment methods can be saved for future use, activities like online bill pay, submitting invoices, and call-in payment services are easier than ever.Continue reading...
In Knack, adding a multiple choice or connection field to your object is a great way to categorize or connect your data. Users can choose from a dropdown menu of options and associate the record with a category or record in a connected object.
For example, consider the following example.
Multiple choice and connection fields make it possible for you to offer several options to the user. However, in some cases, the correct response is not always available. How can users add another option without needing to access the builder?
Well, it just so happens we have a solution for allowing users, in the live app, to add new options from within the form!Continue reading...
Hunched over a laptop painstakingly entering records line by line into a database—we've all been there. When the data you need to run to your business is scattered across a number of different apps—email marketing platforms, CRMs, invoicing tools—getting that info into your database can feel like an uphill battle.
Zapier is an app automation tool that connects Knack to the other apps you use throughout your day. With Zapier, you build “Zaps”—simple automations that don't require any code—that move your data from one app to another automatically. Need to attach a paid invoice to an existing record? No sweat, there's a Zap for that. You can even move data out of your Knack database and share it elsewhere. For example, get a heads up via a Twilio SMS whenever a record is updated.
Need some inspiration to get started? Here's how three companies are automating their database workflows using Knack and Zapier.
Maintain accurate records
Rows and rows of detailed records are only helpful if they're easy to access. Business consulting company Intrabellus, Inc. deals with multiple Knack databases across many different clients. Their clients need to be able to dive into the details without disrupting the layout of the data.
Their simple solution? An automation between Knack and Google Drive.
“I use Zapier to create an extra copy of all Knack records,” says CEO Nichole Carpenter. “This gives my clients reassurance about accessing or moving their files with no extra work needed on my part.”
Grow client relationships
You can have the most powerful tools at your disposal, but they’re useless if your team isn't using them. The data in your CRM is only as helpful as it is current. And without up-to-date information on your prospects and customers, clients can fall through the cracks and relationships suffer.
Startup fundraising advisory Capital Pilot knows this frustration all too well and started looking for new ways to ease this pain.
“I’ve never worked in a place where people actually used the CRM properly,” explains co-founder and COO Matt Johnson. “Automating certain tasks through Zapier and adding reminders and triggers make it so people actually use the CRM.”
Before setting up this automation, Capital Pilot wasn't confident in the funding status of companies logged in their CRM. Was the data current or wildly out of date? A few missing zeros here and there could negatively impact a budding relationship.
Matt fixed this issue by setting up a Zap that updates their CRM of choice, Pipedrive, every time a new form is submitted in Knack. Updating a startup's information in the CRM automatically, rather than relying on the team to remember to log in themselves, improves efficiency and allows them to grow relationships effectively.
“I spend way less time doing data entry, or copying something from one app into another,” adds Matt. “Plus, with simple automations, we avoided spending time and money on software development at a time when we couldn't afford it.”
Make customers happier
It's easy to get tunnel vision on your most important tasks of the day. But letting little things slide can disappoint customers and impact repeat business. Before setting up a few handy automations, repair company PhoneAxiom Express Device Repair found it difficult to keep up with customer notifications.
“In the rush of business, you sometimes forget the basics,” says owner Mark Pauley. “We haven't always been so great at calling customers to notify them that their device is ready for pickup.”
Now, Mark relies on Knack and Zapier to automatically send alerts to customers and has since seen a boost in the quality of his company's customer service. He uses a Knack database to track service requests, including details like the type of phone needing repair, the cost of repair, and payment info. Whenever a device's status changes to “ready for pick up” in Knack, a Zap automatically texts the customer via the messaging app, DialMyCalls. The result? Happier customers and no more forgotten messages.
Setting up your Zapier integration
To use Knack with Zapier, you’ll first need to connect your Knack account. You’ll get a pop-up prompting you to sign in to your Knack account. This lets Zapier link your Knack account to the other apps you choose.
Now you'll see your Knack account connected to Zapier.
That’s it! You’re connected and ready to create some Zaps! Get started with one of the pre-built Zap templates for our most popular automations, or build your own workflow from scratch using the “Make a Zap” button.
Want to try out a few automations for yourself? Here are a few ideas to get started, or let us know your own favorite Zaps!
-Kim at Zapier
Click here for a full list of what's possible when you combine Knack and Zapier!
There are times when there may be some confusion or misunderstanding as to why something changed in your data. For example:
- Who updated that customer’s order to “Complete” when the item they purchased is still in your warehouse?
- What new information was added to that recently updated project?
- When did that member sign up for an account?
For Knack users with a Pro plan or above, the record history can answer those questions.Continue reading...
Sometimes users misunderstand what information we want and we need to add in a little more direction to avoid hours of confirming the accuracy of information.
For example, we have a multi-step application where we keep getting responses to a few questions that aren’t exactly what we’re looking for. Like our Licenses questions. We’re only looking for licenses that were given at the state or national level. But right now, we have applicants that are including other types of licenses:
So we want to add in some additional instructions to ensure we’re capturing the right information—the first time around.Continue reading...
Users can get frustrated and use your app less if getting the information they need requires too much jumping around. They want it to be as easy as possible to get what they need and then continue with their day.
For example, we have a Donations page that includes the name of the donor that made the donation:
Our users would love if they could click on the Donor name on the table to find out more about a specific donor. Otherwise, they need to first navigate to the Donors page and then search for the Donor to see their details. It may not seem like a lot of extra steps, but when you have to do that daily, it can be irritating.
So we’re going to use Value Links to make the donor names clickable and send users directly to the donor’s details page.Continue reading...
Sometimes you need to collect a lot of information on a form. Which means being clear about the information you need and making it easy to input that information. Otherwise, you could get stuck with incomplete information or users can take much longer to fill out your forms.
That’s where layouts and groups can help! For example, we have a multi-step application with a Licenses & Education section. We could make users scroll through all the questions like this:
Or we could use different layouts and groups to better organize the form and require less scrolling, like this:
Which would your users prefer?Continue reading...
Sometimes all it takes is a little text to help your users know exactly what to do in your apps. When it comes to forms, changing the submit button text can be the difference between rarely and often getting incomplete information from your users.
For example, we have a multi-step application where we want applicants to fill out multiple parts of a form. Once they complete a step, they’re automatically sent to the next step. But that’s not obvious to all applicants when we use “Submit” at the end of each form part.
So we want to switch out the current “Submit” text on the submit button to something that shows them they’ll be moving on to a new part of the form.Continue reading...
You’ve got a form where users can upload files from their computers or smartphones. But you’ve noticed that many of the uploaded files are huge and taking up a lot of storage space. It would be great if you could limit the size of the files users can upload.
For example, we have a job portal where applicants can apply for jobs and upload their resumes. However, we want to prevent them from uploading resume files that take up too much space. So we want to limit them to files that are no bigger than 20MB:
Jenny Martin tried to upload a file that was larger than 20MB. Instead of the form submitting, the user received a message letting them know they need to upload a smaller file.
How to Limit a File’s Size
Here’s how you can prevent users from uploading large files using a Validation Rule:
1. In the Data section of the builder, select the object that contains the file field whose size you want to limit. If the file field doesn’t already exist, create a new one.
2. Click on the gear icon of the file field to open the editor.
3. Go to the Validation Rules section and check the “Add field validation rules” box:
4. For the When part of the rule, select the file field and then the “size is greater than” option. Once that’s selected, you’ll be able to choose the size limit.
For the Message part of the rule, you can enter the custom message you want the user to see.
Your validation rule is now ready and your users will automatically be prompted if they try to upload those larger files.