Connect Coda and Portal CX to Build Intelligent Automations

Choose a Trigger

Coda

When this happens...

Choose an Action

Portal CX

Automatically do this!

Enable Integrations or automations with these events of Coda and Portal CX

Enable Integrations or automations with these events of Coda and Portal CX

Triggers

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

Request a new Trigger for Coda

Actions

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.

Request a new Action for Coda

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Frequently Asked Questions

How do I start an integration between Coda and Portal CX?

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

Can we customize how data from Coda is recorded in Portal CX?

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

How often does the data sync between Coda and Portal CX?

The data sync between Coda and Portal CX 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 Portal CX?

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 Portal CX?

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

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Portal CX

About Portal CX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

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