Introducing Easy Portal: 🚀 No Code Front End Solution for SmartSuite!

In the world of no-code tools, SmartSuite is considered one of the leading platforms. It offers numerous features and functionalities that can revolutionize the way you automate and organize your workflows. And now, there's an exciting new addition to SmartSuite that takes it a step further – Easy Portal, the first no-code front-end solution for SmartSuite. In this blog post, we'll delve into the details of Easy Portal, its features, and how it collaborates seamlessly with SmartSuite.

Introducing Easy Portal:

Easy Portal is designed to enable users to build a portal where external users can be invited to collaborate on no-code applications built using SmartSuite. This means that even those who don't have access to SmartSuite accounts or workspaces can still actively participate and experience the power of custom no-code applications.

Easy Portal's Features:

1. Templates: Easy Portal provides users with a head start by offering four common templates – project management, application tracking system, event planning, and sales CRM. These templates are ready to use and can be customized to meet your specific requirements.
2. Appearance Customization: Easy Portal allows you to customize the appearance of your no-code application. You can tweak the typography, button appearance, text color, background color, and more. Although some features are still being developed, you have a roadmap to look forward to.
3. User Management: Easy Portal provides an intuitive interface to manage users and their access to your application. You can control who has access and the level of permissions they have.
4. General Settings: From custom domains to favicon and branding, Easy Portal allows you to fine-tune the overall settings of your application. You can toggle the Easy Portal branding on or off, providing a more personalized experience.

Building with Easy Portal:

To demonstrate the simplicity and power of Easy Portal, let's dive into creating a simple example using SmartSuite and Easy Portal.

1. SmartSuite Setup: If you don't already have SmartSuite and Easy Portal accounts, you can sign up using affiliate links included in the video description. Once you've set up your accounts, open Easy Portal.
2. Templates and Applications: Easy Portal provides pre-built templates, making it easy to get started. In this example, we'll choose the sales CRM template. However, you can create your own applications from scratch in SmartSuite and connect them with Easy Portal.
3. Application Details: Easy Portal offers different pages within your application, such as homepage, accounts, deals, contacts, and interactions. You can customize these pages to suit your specific needs. Additionally, you can adjust the appearance settings to align with your branding preferences.
4. Users and Settings: Easy Portal allows you to manage your users and configure general settings. While some features are still under development, you have the flexibility to create a custom domain, manage data sources, and collaborate effectively.

Integrating Easy Portal with SmartSuite:

Once you've built your Easy Portal front-end, the next step is to integrate it with the backend data source in SmartSuite. Here's how it works:

1. Solution Integration: Within SmartSuite, you can search for Easy Portal and select the relevant solution. For example, if you built an accounts application in SmartSuite, you'll integrate that with Easy Portal.
2. Grid View and Data Sync: Easy Portal allows you to specify the view from SmartSuite you want to filter data from. This gives you the flexibility to control the information displayed in your front-end application. Syncing the data brings your SmartSuite records into Easy Portal.
3. Live Data Viewing: Once the integration is complete, you can view live data from SmartSuite in your Easy Portal front-end. This seamless connection between the frontend and backend of your application opens up a world of possibilities.

Future Developments:

Easy Portal is still a relatively new tool and is continuously improving. In future releases, features like content filtering for logged-in users and advanced appearance settings will be added to enhance the functionality and customization options. This means you'll be able to create highly personalized, secure, and user-specific front-end applications.

Conclusion:

Easy Portal is a game-changer for SmartSuite users, bringing seamless collaboration by bridging the gap between the backend and frontend. With its no-code capabilities, users can now easily create and share powerful, customized front-end applications with external users. Whether it's for project management, sales CRM, or any other application, Easy Portal simplifies the process and empowers users to build and share their SmartSuite-powered applications effortlessly.

Don't forget to leave any questions or comments you may have below. Happy building!