Update Coda rows for new Wealthbox CRM contacts
Keep your Coda documents up-to-date with new contact information from Wealthbox CRM by implementing this workflow. Whenever a new contact is added in Wealthbox CRM, their details will be used to update a row in your Coda document, ensuring that your contacts list stays current without any manual input. Save time and stay organized with this seamless automation.
Keep your Coda documents up-to-date with new contact information from Wealthbox CRM by implementing this workflow. Whenever a new contact is added in Wealthbox CRM, their details will be used to update a row in your Coda document, ensuring that your contacts list stays current without any manual input. Save time and stay organized with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Row
Updates an existing row in the selected table.
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