Connect Coda and Sellsy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Row
Updated Row
Choose an Action
Automatically do this!
Create Contact
Create Task
Create an opportunity
Find Contact
Create or Update Contact
Find Company
Use the Built-in Integrations
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
New Contact
Triggers when a new contact is created.
New Opportunity
Triggers when a new opportunity is Created.
New Company
Triggers when a new company (client or prospect) is created.
New Task
Triggers when a new task is created.
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.
Create Contact
Creates a new contact in Sellsy.
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Frequently Asked Questions
To start, connect both your Coda and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Coda triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Coda data is recorded in Sellsy. This includes choosing which data fields go into which fields of Sellsy, setting up custom formats, and filtering out unwanted information.
The data sync between Coda and Sellsy 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 Sellsy. 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 Sellsy
Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.
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