Inside this article
Accessing Packs in the button menu
Gmail - Send Email or Create Draft
Google Calendar - Quick Add
Google Calendar - Create Event
Slack - Post Message
Shopify - Create Customer
Shopify - Update Customer
Shopify - Create Product
Shopify - Update Product
Shopify - Create Variant
Shopify - Update Variant
Shopify - Set Inventory
Shopify - Adjust Inventory
Packs and buttons are both powerful tools on their own, but by combining them, you can truly make your doc as powerful as an app.
Accessing Packs in the button menu
In order to add a Pack-specific button, you'll need to install the Pack first. If you need a reminder of the installation process, you can explore this article. Once you install your Packs, you'll see them in your button menu. To access your button menu, type "/button" into a new line, then select "New button". Your button settings should open automatically, but if not, you can right-click your new button to access them. From your Button settings, select the Coda pack you'd like to use from the Actions menu.
Gmail - Send Email or Create Draft
Using the Send Email or Create Draft Gmail buttons allow you to use Coda as a jumping off point for your communications. To set up a Gmail button, use the following settings:
Name - Choose a name for your button that you'll use to reference it in your doc
Label - What you would like the button to look like (e.g. "Send email to team")
Action - Gmail: Send email
Account - Which of your emails accounts you would like to use to send the email
To - The email address or alias that Coda should send the message to
Subject - What the subject line of the email should say
Content - You can type a message or even use the = to create a dynamic message. (e.g.,
=[Table with Updates Name].Filter(Status!=Done))CC, BCC - If there are other addresses to include, add them here. Note, these are optional fields
From, Reply To - Here you can update the email addresses that should appear in the From field, and where people can reply to the email
The only difference between the Send Email and Create Draft button is whether or not Coda sends the mail on your behalf. If you choose Create Draft, you'll see it in your Drafts folder where you can further customize or double check your work.
Google Calendar - Quick Add
The Quick Add button allows you to create shortcuts for quick event creation. Like all buttons, you can put the Quick Add button in the canvas or in a table. To set up the button in a canvas:
Name - Choose a name for your button that you'll use to reference it in your doc
Label - What you would like the button to look like (e.g. "Make time on the calendar")
Description - What type of event you would like Coda to add to your calendar (e.g. "1:1 meeting with Lane on Tuesday at 9:00am)
A great use of quick add is in a table of follow ups:
Notice, in the example above we're using =[Today's Followups] to populate the description field. Here, you can include the type of event you want in the table and then push the button to schedule. You can even create another button to push all of your buttons at once.
Google Calendar - Create Event
You can also create a button for adding new events to your calendar. To set up this type of button, use the following settings:
Name - Choose a name for your button that you'll use to reference it in your doc
Label - What you would like the button to look like (e.g. "Create new 1:1")
Account - Select which of your calendar accounts you'd like to use
Start - When the event should begin (Note, if you have start dates in columns of your table you can use the = to pull from your table)
Ends - When the event should end (Note, if you have end dates in columns of your table you can use the = to pull from your table)
Slack - Post Message
If your team uses Slack instead of emails, you can set up a Slack button using the following setup:
Name - Choose a name for your button that you'll use to reference it in your doc
Label - What you would like the button to look like (e.g. "Request update in Slack")
Action - Slack: Post Message
Account - Select which of your Slack accounts you would like to post from
Content - What you would like Coda to post to Slack. Note, you can use = to pull from Tables (e.g.
=[Task Table].Filter(Status !=Done) + " needs to be updated!")Channel - The Slack channel you would like your message to be posted to (make sure to include the #). If you type @ and a person's Slack handle, they will receive a direct message.
JIRA - Create Issue
If your team needs to connect Coda work with JIRA tracking, you can have a button for easy issue creation.
Name - Choose a name for your button that you'll use to reference it in your doc
Label - What you would like the button to look like (e.g. "Create a JIRA issue")
Action - JIRA: Create Issue
Account - Select which of your JIRA accounts you would like to post to
Project Name - Select the JIRA project you would like to post to
Issue Type - Enter the type of issue you want to create (e.g. Bug)
Summary - The details you would like included
Shopify - Create Customer
Name - Choose a name for your button that you'll use to reference it in your doc
Label - What you would like the button to look like (e.g. "Create a customer")
Action - Shopify: Create customer
Account - Select which of your Shopify accounts you would like to post to
+Add More - You can then add as many other fields as you like (e.g. email, phone, tags, etc.)
Shopify - Update Customer
Name - Choose a name for your button that you'll use to reference it in your doc
Label - What you would like the button to look like (e.g. "Update a customer")
Action - Shopify: Update customer
Account - Select which of your Shopify accounts you would like to post to
Customer ID - The customer's id that you want to update
+Add More - You can then add as many other fields as you like (e.g. email, phone, tags, etc.)
Shopify - Create Product
Name - Choose a name for your button that you'll use to reference it in your doc
Label - What you would like the button to look like (e.g. "Create new product")
Action - Shopify: Create product
Account - Select which of your Shopify accounts you would like to post to
Title - The name of the product you want to add
+Add More - You can then include as many other fields as you like (e.g. Description, Vendor, Tags, etc.)
Shopify - Update Product
Name - Choose a name for your button that you'll use to reference it in your doc
Label - What you would like the button to look like (e.g. "Update product")
Action - Shopify: Update product
Account - Select which of your Shopify accounts you would like to post to
Product ID - The ID of the product you want to add
+Add More - You can then include as many other fields as you like (e.g. Description, Vendor, Tags, etc.)
Shopify - Create Variant
Name - Choose a name for your button that you'll use to reference it in your doc
Label - What you would like the button to look like (e.g. "Create variant")
Action - Shopify: Create variant
Account - Select which of your Shopify accounts you would like to post to
Product ID - The ID of the product you want to add a variant to
+Add More - You can then include as many other fields as you like (e.g. SKU, Barcode, etc.)
Shopify - Update Variant
Name - Choose a name for your button that you'll use to reference it in your doc
Label - What you would like the button to look like (e.g. "Create variant")
Action - Shopify: Create variant
Account - Select which of your Shopify accounts you would like to post to
Variant ID - The ID of the variant you want to update
+Add More - You can then include as many other fields as you like (e.g. SKU, Barcode, etc.)
Shopify - Set Inventory
Name - Choose a name for your button that you'll use to reference it in your doc
Label - What you would like the button to look like (e.g. "Set inventory")
Action - Shopify: Set Inventory
Account - Select which of your Shopify accounts you would like to post to
Variant ID - The ID of the variant you want to add inventory to
Quantity - The amount to add
Location - The location of the items
Shopify - Adjust Inventory
Name - Choose a name for your button that you'll use to reference it in your doc
Label - What you would like the button to look like (e.g. "Update inventory")
Action - Shopify: Update Inventory
Account - Select which of your Shopify accounts you would like to post to
Variant ID - The ID of the variant you want to update inventory to
Adjustment - The amount to add/remove
Location - The location of the items