Connect Coda and TidyHQ to Build Intelligent Automations
Choose a Trigger
When this happens...
New Row
Updated Row
Choose an Action
Automatically do this!
Create Contact
Update Contact
Add Contact Note
Add Invoice Note
Add Membership Note
Delete Contact
Delete Contact Note
Delete Invoice Note
Delete Membership Note
Find Invoice Notes
Find Membership Notes
Find Contact Notes
Ready to use Coda and TidyHQ automations
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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
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
Contact Updated
Triggers when a Contact is updated.
Contact Group Added
This trigger activates when a contact group is added.
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.
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Frequently Asked Questions
To start, connect both your Coda and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Coda triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Coda data is recorded in TidyHQ. This includes choosing which data fields go into which fields of TidyHQ, setting up custom formats, and filtering out unwanted information.
The data sync between Coda and TidyHQ 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 TidyHQ. 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 TidyHQ
When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
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