Sales Tracking Tool in Google sheet /Forms

[lony_m]

What is your goal?

Track the daily Cash Sales and send a message in whatsapp Bot .

What is the problem & what have you tried?

Good Day Experts !!..Hope you’re all doing well.
As i am new to this group ,just want to know how to implement a Sales Tracking tool using Google sheet/Forms, and how Make.com will help on this?If you could share any light on this it would be helpful for me .

[samliew]

Welcome to the Make community!

How is your sales data currently structured in Google sheet/Forms?

I would suggest completing the Make Academy before jumping into building a complete scenario. If you need specific assistance when you are building a scenario it’s easier to help you then.

Here are some useful links and guides you can use to learn more on how to use the Make platform, apps, and app modules. I found these useful when I was learning Make, and hope they might benefit you too —

Learn Make

• Help Centre | Tutorials – Make’s “manual” - search for help here first
• Make Academy – Basics 101: Learn Make properly to get your money’s worth
• Mapping – What is mapping? What can I map?
• Mapping with arrays – How to map items in an array
• Date Format: tokens for parseDate | tokens for formatDate
• HTTP modules – Make a request, Get (download) a file
• Webhooks – Error Handling, Responding to webhooks

How-Tos

• Router Magic Formula - YouTube
• Error Handlers in Make - YouTube playlist
• Aggregate an array for mapping complex fields
• Getting started with OpenAI - How to setup and use OpenAI in Make
• Text Parser module - Use pattern matching to extract the text you want
• Webhooks – Make Academy - tutorial on how to use Webhooks

Useful to Know

• How to schedule scenario for first Monday next month (recurring)
• How to schedule scenario for the last day next month (recurring)
• How to Extract URL Query Parameters Into Variables
• Overview of Different Web Scraping Techniques in Make
• [Free] Use Groq AI to filter spam emails and form submissions!
• Automate Follow-Up of Email Leads a Week After
• How to group bundles in X amount of bundles (Chunking Arrays)

My Custom App — Absolutely Free!

Save development time and operation credits with these utility modules: Chunk Text; Chunk Array; Chunk Words; Multiple Find & Replace; Collection to Array/String List; Execute JavaScript; Estimate Tokens; Calculate Difference Between Two Dates; Get Next Business Day (with holidays); List Upcoming Dates of Day of Week; and more!

Hope this helps! If you are still having trouble, please provide more details.

— @samliew
_{P.S.: investing some effort into the tutorials in the Make Academy will save you lots of time and frustration using Make!}

[Jane_Form]

Hi there lony

You can definitely build this with Google Forms, Google Sheets, and Make.com.

A simple workflow would be:

Google Form → Google Sheets → Make.com → WhatsApp integration.

The Google Form can be used to record each sale, Google Sheets can store and organize the data, and Make.com can trigger an automated WhatsApp message or daily sales summary based on the information submitted.

The exact setup would depend on whether you want a WhatsApp message after every sale or one daily summary at a specific time.