Coda + RepCard

Create new rows in Coda when statuses change in RepCard

Keep your Coda spreadsheets up-to-date with the latest changes in your RepCard app. This workflow activates when there's a change in status in RepCard, and immediately creates a new row in your selected Coda spreadsheet. This way, you're maintaining a consistent and real-time record of all status updates in a centralized place. Simplify your tracking process and increase efficiency with this easy automation setup.

When this happens...
Status Changed
Triggers when a status is changed for a contact.
TriggerInstant
automatically do this!
Create Row
Creates a new row in the selected table.
ActionWrite

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Supported triggers and actions

- Trigger when any appointment is changed to the status(s) below:Required
Trigger
Instant
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New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
Try It
- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
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- EventRequired
- First Name
- Last Name
- Ticket NumberRequired
- Email
- Phone Number
- Company Name
- Ticket TypeRequired
Action
Write
- Appointment Title
- First NameRequired
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- CalendarRequired
- SetterRequired
- Closer
- Appointment Start TimeRequired
- Appointment End TimeRequired
Action
Write

- EventRequired
- Ticket TypeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Country CodeRequired
- Phone NumberRequired
- Job TitleRequired
- Company NameRequired
Action
Write
- Send To Existing ContactRequired
- Send Via SMSRequired
- Send Via EmailRequired
- Who's RepCard do you want to send?Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial MessageRequired
- Choose Contact
- Include Social Media LinksRequired
- Choose text campaign
Action
Write

- DocumentRequired
- TableRequired
Trigger
Polling
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- Source DocRequired
- Title (override)
Action
Write
- DocumentRequired
- TableRequired
Action
Write
- DocumentRequired
- TableRequired
- Matching Columns
Action
Write
- DocumentRequired
- TableRequired
- Search ColumnRequired
- Search ValueRequired
Action
Search

Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
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- Trigger when any user registered to the Event belowRequired
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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- StatRequired
- Date TimeRequired
- Owner TypeRequired
- Stat OwnerRequired
- Stat UIDRequired
- Stat ValueRequired
Action
Write
- First Name
- Last Name
- TypeRequired
- Contact OwnerRequired
- Email
- Country Code
- Phone Number
- StatusRequired
- Company Name
- Title
- Address
- Address 2
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write
- First NameRequired
- Last Name
- User EmailRequired
- Country CodeRequired
- Phone NumberRequired
- RoleRequired
- Job TitleRequired
- OfficeRequired
- Team
Action
Write
- ContactRequired
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- StatusRequired
- Notes
- Address
- Address 2
- State
- City
- Zip
Action
Write
- DocumentRequired
- TableRequired
Trigger
Polling
Try It
- Request IDRequired
Action
Write
- DocumentRequired
- TableRequired
- RowRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write