Integrate Coda with Jetpack CRM
Send information between Coda and Jetpack CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Coda and Jetpack CRM
Connect Coda and Jetpack CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Coda and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Row updated
Triggers when a row is updated in the selected table
Row added
Triggers when a new row is added to the selected table
Contact status updated
Triggers when the status of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Quote accepted
Triggers when an existing quote is accepted
All Actions - Actions are the automated tasks
Create row
Creates a new row in the selected table
Copy document
Copies an existing document in Coda
Create blank document
Creates a new blank Coda document
Insert or update row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows
Update page
Updates an existing page in the specified document
Publish document
Publishes the existing Coda document by document ID
Share document
Shares the existing Coda document to the specified email address or anyone on the web
Update row
Updates an existing row in the selected table
Find row
Searches for a Coda row in the selected table using a column match search
Fetch page
Fetches an existing page in given coda document by page name
Fetch document
Fetches an existing document by ID
Fetch row
Fetches an existing row by ID
Unpublish document
Unpublishes an already published Coda document using document ID
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
What is Coda?
Coda is a cloud-based document editor that blends spreadsheets, presentations, apps, and documents together. It can also integrate with third-party services like Slack and Gmail to automate tasks.
Similar apps
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
