Helium

Video walkthroughs for using the form builder in Customer Fields

How to use the form builder

Let customers edit their own account information, like email or phone

Allow customers to update or edit account details

Details on how the app handles customer records, usage quotas, and more

Managed customers

An overview of what data columns are and how they are used

Data columns

How to view/manage your Customer Fields billing & account information from within the app

Customer Fields plans and pricing

Start using the Customer Fields app in 3 minutes

Quick Start Guide

Brett Shelley

Kyle Weiskopf

Getting Started

Customer Fields

Company Website

Meteor Mega Menus

Privacy Policy

Strike Automatic Discounts

Onboard B2B

Shopify Apps

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Company website

Privacy policy

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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