Integrate Coda with Salesflare

Send information between Coda and Salesflare automatically, without writing any code, using Zoho Flow.

Build your own integrations between Coda and Salesflare

Connect Coda and Salesflare 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 Salesflare 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

New account

Triggers when a new account is created

New opportunity

Triggers when a new opportunity is created

New contact

Triggers when a new contact is created

New task

Triggers when a new task is created

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 contact to account

Adds an existing contact to the selected account

Create meeting

Creates a new meeting

Create opportunity

Creates a new opportunity

Add user to account

Adds an existing user to the selected account

Create account

Creates a new account

Create contact

Creates a new contact

Create task

Creates a new task

Create call

Creates a new call

Fetch user

Fetches a user by ID, name, or email

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch person

Fetches a person by ID, name, or email

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.

Spreadsheet

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Toto

Technical Engineer, Master Liveaboards

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