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Coda + Upsales

Create rows in Coda for new companies in Upsales

Create a seamless workflow that links your Upsales and Coda applications. When you add a new company in Upsales, this automation will insert a corresponding row in Coda. This smooth process ensures your data remains consistent and up to date across both platforms, saving you the effort of manual updates. Great for businesses seeking to optimize their sales and data management processes.

Create a seamless workflow that links your Upsales and Coda applications. When you add a new company in Upsales, this automation will insert a corresponding row in Coda. This smooth process ensures your data remains consistent and up to date across both platforms, saving you the effort of manual updates. Great for businesses seeking to optimize their sales and data management processes.

  1. When this happens...
    UpsalesUpsales
    New Company

    Triggers when a company is created.

    TriggerScheduled
  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?
  • Upsales triggers, actions, and search

    New Activity

    Triggers when an activity is created.

    Trigger
    Scheduled
    Try It
    • DescriptionRequired

    • Start DateRequired

    • End DateRequired

    • UserRequired

    • Activity TypeRequired

    • Contact Ids

    Action
    Write
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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.
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  • Documents

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upsales logo
upsales logo

About Upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

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