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5 ways to automate Coda with Zapier

By Daniel Kenitz · May 21, 2024
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For any team, successfully collaborating on projects requires dozens of steps. You have to manage company docs, establish project timelines, create project briefs, and share to-do items—all across multiple apps. If you're not careful, your team could end up spending valuable resources jumping between tools and ironing out processes—instead of getting the actual work done. 

Coda, an all-in-one platform that brings tools and teams together in one workspace, can lighten that load. From collaborating on documents to creating project briefs, it makes every work process a breeze. 

But when you pair Coda with Zapier, you can take your work processes to the next level. With just a few Zaps—our word for automated workflows—you can automate things like sending notifications for project updates or adding notes straight to Coda from your team communication tools. Take a look.

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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Save form submissions 

Using a form tool like Typeform is a great way to collect project information (think team availability or product feedback) from different people.  

Then, once you organize that information in Coda, you can give everyone involved a bird's-eye view of your project and bring it to life. But don't fall into the trap of copying and pasting each form submission manually. 

Instead, use these Zaps to automatically parse new form responses to your Coda table, streamlining the way you collect—and present—that data. 

Update and organize rows in Coda whenever new entries are made in Typeform

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Typeform + Coda
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    Boost your data management efficiency with this handy workflow. When new information is entered in Typeform, it will seamlessly update or insert a new row in your Coda tables. No more manual data transfers or constant app switching—keeping your data synchronized becomes effortless, saving you valuable time and reducing potential errors. Enhance your productivity and focus more on what matters, exactly when it matters.

    Save new Google Form responses to tables in Coda docs

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      You love collecting information in Google Forms but also love managing your projects in Coda. When you have a form that ties back to a broader project, copy/pasting form data into your Coda doc manually can feel like a necessary pain. This integration lets you automatically save Google Form responses in a Coda doc so you no longer have to copy/paste responses manually on an ongoing basis.

      Add new Webflow form submissions as rows in Coda

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        Easily manage new form submissions from your Webflow app by adding them as rows in a Coda table. With this workflow, every time there's a form submission in Webflow, the information will be organized into a new row in your specified Coda table. Stay organized and save time by streamlining your data collection process.

        Log team conversations 

        Most team collaboration happens in real time in workspaces like Slack or Gmail. When you're discussing project updates or assigning someone a task, you'll want to keep your team docs up to date with all the latest info. 

        But sorting something out in Slack—only to then add those updates to Coda—is just a clear example of how you shouldn't duplicate your work. 

        With these Zaps, you can log those conversations in Coda automatically by adding an emoji to a specific message in Slack or saving an email. 

        Create rows in Coda docs when new messages are posted to Slack channels

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          Do you ever wish there was a better way to log conversations in your team's Slack channel? Or perhaps you want to compile a list of links brought up on your company's misc-random channel. This integration makes it easy to automatically bring Slack conversations into a Coda doc.

          Add rows in Coda for new reactions added in Slack

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          Slack + Coda
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            Easily track your team's reactions on Slack by automatically adding them to a Coda table. With this workflow, each time a new reaction is added in Slack, a row will be created in the specified Coda table. Keep your team's feedback organized and accessible, making it simpler to review and analyze reactions as they happen.

            Create rows in Coda from new inbound emails in Email by Zapier

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            Email by Zapier + Coda
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              Effortlessly organize and track your inbound emails with this seamless workflow between Email by Zapier and Coda. Whenever you receive a new email, this automation will create a row in your Coda table, ensuring all the important information is stored and easily accessible. Keep your inbox manageable and never lose track of important messages again.

              Save new saved Slack messages to Coda docs

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              Slack + Coda
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                Stay on top of Slack by creating rows in Coda for each saved message. Add notes, assign owners, and use a checkbox to actually check off completed items. Now you'll always stay on top of your Slack chat!

                Create rows in Coda for new starred emails in Gmail

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                Gmail + Coda
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                  Keep your essential Gmail correspondences organized with this time-saving workflow. Once you star an email in Gmail, this workflow instantly creates a row in a Coda document capturing all the important email data. This eliminates manual data input, ensuring all key information stays readily accessible and organized.

                  Get notifications for important updates

                  As a project progresses, it's natural that different team members will update and make changes to tables and other documents in Coda. But what happens when you're waiting on someone else to finish a task before you can start yours? 

                  You'll want to get notified about it right away to get the ball rolling. Instead of waiting on others to let you know or checking Coda multiple times a day, you can set up workflows to automatically notify you in Slack or via email when something changes. 

                  Send Slack messages for new rows in Coda

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                  Coda + Slack
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                    Make sure your team stays alert to all your latest data updates. Simply activate this Zap to automatically generate a custom message to a specified channel in Slack whenever a row is added in Coda.

                    Send emails via Gmail when new rows are added in a Coda doc

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                    Coda + Gmail
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                      Do you rely on your email inbox to stay on top of everything? This Zapier integration will send an email whenever a new row is added to a table in Coda. That way, you can keep your inbox as a single source of truth, without flipping back and forth between the other apps you use at work.

                      Send emails in Gmail for updated rows in Coda

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                      Coda + Gmail
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                        Keep your team informed with this efficient workflow that sends an email in Gmail when there's an updated row in Coda. Stay on top of changes and ensure that everyone stays in the loop, allowing for timely responses and action to be taken to maintain smooth project execution.

                        Send Slack channel messages for updated Coda rows

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                        Coda + Slack
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                          Stay informed about updates in your Coda sheets by receiving Slack channel messages every time a row is updated. With this workflow, whenever a row is updated in Coda, a message will be sent to a designated Slack channel, ensuring that your team stays in the loop and collaborates effectively. Stop manually checking for updates and enhance your team's communication efficiency with this seamless integration.

                          Keep an up-to-date log of changes

                          It's highly unlikely that you use Coda to document everything. Other teams might not even use Coda, for example, and prefer instead to use a spreadsheet tool like Google Sheets to add their own project updates. Or you might (diligently!) want to back up your Coda data in a spreadsheet so nothing ever gets lost. 

                          If that's the case, you can use these Zaps to keep everything updated and in sync across both apps. That means if anything ever gets added to Coda, Zapier will automatically sync those changes for you.

                          Create Coda rows for new rows in Google Sheets

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                          Google Sheets + Coda
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                            When you are adding data into a spreadsheet, you may need it copied into another spreadsheet tool. This integration helps by automatically creating a row in Coda with info from a new row in a specified Google Sheet. You won't have to copy and paste to update your other spreadsheet tool anymore.

                            Upsert rows in Coda when new or updated spreadsheet rows appear in Google Sheets

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                            Google Sheets + Coda
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                              Effortlessly keep your Google Sheets and Coda data up to date with this convenient workflow. Whenever a new or updated row is detected in your Google Sheets, the corresponding row in your Coda will be upserted, ensuring your information remains current and accurate across both platforms. Save time and reduce manual work by streamlining your data management process with this seamless integration.

                              Add new Coda rows to Google Sheets

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                              Coda + Google Sheets
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                                This Zap lets you keep your spreadsheets up to date across your applications, without needing to juggle log-ins or copy-and-paste data. Once it’s active, this integration automatically adds a row to a specified Google Sheets spreadsheet whenever a new row is added in Coda.

                                Create new Coda rows from newly added Airtable records

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                                Airtable + Coda
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                                  Effortlessly keep your Airtable and Coda databases in sync with this efficient workflow. Whenever a new record is added to Airtable, a corresponding row will be created in your Coda table, ensuring your data stays updated across both platforms. Save time and streamline your database management by automating this process.

                                  Create rows in Coda from new or updated spreadsheet rows in Google Sheets

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                                  • Coda logo
                                  Google Sheets + Coda
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                                    Effortlessly maintain your Google Sheets and Coda data with this easy-to-use workflow. Whenever there's a new or updated row in your Google Sheets, it will automatically create a new row in the specified Coda document. Save time and ensure the consistency of information between the two apps, keeping your data up-to-date and accurate.

                                    Connect Coda to almost any app

                                    But what if you want to connect Coda to an app that doesn't integrate with Zapier? Or maybe the integration you're using doesn't have a specific feature (like certain triggers or actions) that you require? 

                                    When that happens, webhooks can help. They can fill in the gap by accepting data from one app and sending that information to another. For example, this Zap will automatically pull data from your source app and send it straight to a Coda doc—so you can keep everything up to date, regardless of where it comes from. 

                                    Create rows in Coda docs when internal notes are added to Intercom conversations

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                                    Webhooks by Zapier + Coda
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                                      Create a one-stop-shop for understanding and aggregating customer feedback! Use a webhook to automatically pull your internal notes from customer conversations in Intercom into a Coda doc and quickly summarize based on user, product area, company, and more.

                                      Alternatively, you might be researching topics online to help your project. Instead of copying and pasting those web pages directly into Coda, you can use this Zap to send your browser-based updates into a table—automatically. 

                                      Create rows in Coda when new pushes happen in Zapier Chrome extension

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                                      Zapier Chrome extension + Coda
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                                        Turn your browser-based updates into a well-organized list with ease. With this workflow, each new push notification within the Zapier Chrome extension prompts the creation of a new row in your chosen Coda document. Maintain an organized record, and avoid the hassle of manual data entry. Make the most of your notifications by transforming them into actionable tasks or records in your Coda app.

                                        Streamline any work process with Coda and Zapier

                                        Fun fact: Coda is a term from music. It's the section at the end that brings a piece to its final harmony. And it's appropriate that Coda—the software—does something similar. 

                                        That's especially true when you connect Coda to the rest of your tech stack with Zapier. This is just the start of what you can do with Coda and Zapier. Check our App Directory to see what else you can do. 

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                                        A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'