Integrate Coda with Salesflare
Send information between Coda and Salesflare automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Coda and Salesflare using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Row added
Triggers when a new row is added to the selected table
New contact
Triggers when a new contact is created
New task
Triggers when a new task is created
New account
Triggers when a new account is created
New opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create blank document
Creates a new blank Coda document
Copy document
Copies an existing document in Coda
Insert or update row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows
Create row
Creates a new row in the selected table
Update page
Updates an existing page in the specified document
Update row
Updates an existing row in the selected table
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
Fetch document
Fetches an existing document by ID
Find row
Searches for a Coda row in the selected table using a column match search
Fetch row
Fetches an existing row by ID
Fetch page
Fetches an existing page in given coda document by page name
Unpublish document
Unpublishes an already published Coda document using document ID
Add contact to account
Adds an existing contact to the selected account
Create opportunity
Creates a new opportunity
Create account
Creates a new account
Create call
Creates a new call
Create contact
Creates a new contact
Add user to account
Adds an existing user to the selected account
Create task
Creates a new task
Create meeting
Creates a new meeting
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch person
Fetches a person by ID, name, or email
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch user
Fetches a user 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.
Similar apps
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.
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Webhook triggers
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