Connect Coda and Freshsales Suite to Build Intelligent Automations

Choose a Trigger

Coda

When this happens...

Choose an Action

Freshsales Suite

Automatically do this!

Ready to use Coda and Freshsales Suite automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Row

New Row

Triggers when a new row is created

Updated Row

Updated Row

Triggers when a new row is updated within the selected table

Recent Contact Creations

Recent Contact Creations

Fetch contacts created or updated within the specified recent time window for the selected contact filter.

Recent Deal Updates

Recent Deal Updates

Return deals updated within the selected recent time frame (minutes) using the chosen filter.

New Deal

New Deal

Triggers when a new deal is created.

Recent Account Updates

Recent Account Updates

Retrieve accounts updated within the specified past minutes.

Do thisActions

Action is the task that follows automatically within your Coda integrations.

Find a Row

Find a Row

Search for a Coda Row in the selected table using a column match search.

Create a Row

Create a Row

Creates a row in an existing table

Copy a Doc

Copy a Doc

Creates a copy of the specified Coda doc.

Deletes a doc

Deletes a doc

deletes a Coda doc.

Update Row

Update Row

Updates an existing row in the selected table.

Update Account

Update Account

Update an existing account

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Coda and Freshsales Suite?

To start, connect both your Coda and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Coda triggers actions in Freshsales Suite (or vice versa).

Can we customize how data from Coda is recorded in Freshsales Suite?

Absolutely. You can customize how Coda data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Coda and Freshsales Suite?

The data sync between Coda and Freshsales Suite typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Coda to Freshsales Suite?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Coda and Freshsales Suite?

Yes, you can set conditional logic to control the flow of data between Coda and Freshsales Suite. 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.

Coda

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 More
Freshsales Suite

About Freshsales Suite

Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.

Learn More