Connect Customers.ai and Coda to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

Coda

Automatically do this!

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

Request a new Trigger for Customers.ai

Do thisActions

Action is the task that follows automatically within your Customers.ai integrations.

Create Contact

Create Contact

Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.

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 Customers.ai

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Frequently Asked Questions

How do I start an integration between Customers.ai and Coda?

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

Can we customize how data from Customers.ai is recorded in Coda?

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

How often does the data sync between Customers.ai and Coda?

The data sync between Customers.ai and Coda 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 Customers.ai to Coda?

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 Customers.ai and Coda?

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

Customers.ai

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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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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