Connect Coda and BoardCrm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Row
Updated Row
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Coda and BoardCrm automations
Explore more automations built by businesses and experts
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Row
Triggers when a new row is created
Updated Row
Triggers when a new row is updated within the selected table
Do thisActions
Action is the task that follows automatically within your Coda integrations.
Find a Row
Search for a Coda Row in the selected table using a column match search.
Create a Row
Creates a row in an existing table
Copy a Doc
Creates a copy of the specified Coda doc.
Deletes a doc
deletes a Coda doc.
Update Row
Updates an existing row in the selected table.
Add Comment
Add a comment to a specified deal in BoardCrm.
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Frequently Asked Questions
To start, connect both your Coda and BoardCrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Coda triggers actions in BoardCrm (or vice versa).
Absolutely. You can customize how Coda data is recorded in BoardCrm. This includes choosing which data fields go into which fields of BoardCrm, setting up custom formats, and filtering out unwanted information.
The data sync between Coda and BoardCrm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Coda and BoardCrm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Coda
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 MoreAbout BoardCrm
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
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