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Triggers when a new row is created
Triggers when a new row is updated within the selected table
Search for a Coda Row in the selected table using a column match search.
Creates a row in an existing table
Creates a copy of the specified Coda doc.
deletes a Coda doc.
Updates an existing row in the selected table.
Fetches configuration data for opportunities from the Apptivo API
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Coda is a versatile online tool that combines documents, spreadsheets, and building blocks to create dynamic docs for various needs. It’s used for project management, data tracking, and creating complex documents that function like applications.
Learn MoreApptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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