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Coda + Copper

Create new rows in Coda for new people in Copper with upsert row action

Effortlessly keep your Copper and Coda records up-to-date with this powerful automation. When a new person is added to Copper, this workflow will search for an existing row in Coda and update it with the new information or create a new row if none exists. Say goodbye to manual data entry, and enjoy a more efficient and organized way of managing your contacts.

Effortlessly keep your Copper and Coda records up-to-date with this powerful automation. When a new person is added to Copper, this workflow will search for an existing row in Coda and update it with the new information or create a new row if none exists. Say goodbye to manual data entry, and enjoy a more efficient and organized way of managing your contacts.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    TriggerInstant
  2. automatically do this!
    CodaCoda
    Upsert Row

    Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
coda logo
coda logo

About Coda

Coda is a new type of document that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas.
Learn moreHelp

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  • Documents

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copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

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