Coda + RepCard

Coda + RepCard integrations

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 ChangedTriggers when a status is changed for a contact.
TriggerInstant
automatically do this!
Create RowCreates a new row in the selected table.
ActionWrite

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More things you can do with RepCard and Coda

Discover other triggers and actions you can use with RepCard and Coda

- 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
Try It
- Event
  Required
- First Name
- Last Name
- Ticket Number
  Required
- Email
- Phone Number
- Company Name
- Ticket Type
  Required
Action
Write
- Appointment Title
- First Name
  Required
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- Calendar
  Required
- Setter
  Required
- Closer
- Appointment Start Time
  Required
- Appointment End Time
  Required
Action
Write

- Event
  Required
- Ticket Type
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Job Title
  Required
- Company Name
  Required
Action
Write
- Send To Existing Contact
  Required
- Send Via SMS
  Required
- Send Via Email
  Required
- Who's RepCard do you want to send?
  Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial Message
  Required
- Choose Contact
- Include Social Media Links
  Required
- Choose text campaign
Action
Write

- Document
  Required
- Table
  Required
Trigger
Polling
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- Source Doc
  Required
- Title (override)
Action
Write
- Document
  Required
- Table
  Required
Action
Write
- Document
  Required
- Table
  Required
- Matching Columns
Action
Write
- Document
  Required
- Table
  Required
- Search Column
  Required
- Search Value
  Required
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 below
  Required
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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- Stat
  Required
- Date Time
  Required
- Owner Type
  Required
- Stat Owner
  Required
- Stat UID
  Required
- Stat Value
  Required
Action
Write
- First Name
- Last Name
- Type
  Required
- Contact Owner
  Required
- Email
- Country Code
- Phone Number
- Status
  Required
- Company Name
- Title
- Address
- Address 2
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write
- First Name
  Required
- Last Name
- User Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Role
  Required
- Job Title
  Required
- Office
  Required
- Team
Action
Write
- Contact
  Required
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)
  Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- Status
  Required
- Notes
- Address
- Address 2
- State
- City
- Zip
Action
Write
- Document
  Required
- Table
  Required
Trigger
Polling
Try It
- Request ID
  Required
Action
Write
- Document
  Required
- Table
  Required
- Row
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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.

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Documents

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About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM