Coda integrates with Zapier giving you the ability to connect Coda to over 1000 other apps that you work with every day. Zapier is a platform that makes it easy for anyone, not just developers, to build workflows that extend across two or more apps. These workflows are called zaps and they’re composed of triggers and actions. A trigger is an event that starts the zap. An action is the event that the zap performs.

With the Coda app for Zapier, you can automate workflows bringing data in and out of Coda.  It's a simple way to integrate with other apps.  In Zapier, workflows are comprised of triggers and actions:

Triggers

Actions

If you are a frequent user of Zapier, you may be familiar with the Find Row & Update Row combination. Upsert Row is similar except that it creates/updates a row in one step instead of two. We recommend you use whichever action is easiest for you. 

If you don't have a Zapier account, sign up and create one first at Zapier. 

You can create new rows in Coda through Zapier based on a trigger coming from another app.

Test and set it live! You did it! Zap! (If you don't see it come through, try to refresh your Coda doc) 💫

When Coda is a trigger, you can trigger actions in other apps when you create new rows in Coda.

*We've omitted the account set up steps from above

1) Start by clicking "Make a Zap" in the top right corner of your Zapier account. 

2) Type 'Coda' into the Action App search box.

3) First, you'll be asked to choose what your trigger should be within Coda. You can select "New Row” to trigger zaps when a new row is created, or “Updated Row” to trigger a zaps whenever a row is updated in the selected table.

4) Now select from your Coda docs where you would like the trigger to come from, and which table should be the trigger and hit continue. 

5) You can now do something every time a new row has been created in the table.  The data from this new row will be available for you to use in the Zapier action step. Set up your action app and you're all set! 

Using Upsert Row, you can create or update new rows in Coda through Zapier in a single step.  Since this is done in a single step, you will NOT have access to the data within existing rows before updating them.

*We've omitted the account set up steps from above

1) Start by clicking "Make a Zap" in the top right corner of your Zapier account. 

2) Connect your trigger app - this will be the source of data that gets pushed into your Coda doc.

3) Type 'Coda' into the Action App search box.

4) You'll be asked to choose an action - pick "Create/Update Row."

5) Using the drop down menus, select the doc and table where new/updated rows will go:

6) You'll be asked about matching columns.

7) The next step is setting up the row you are inserting.  Once you've selected a table, the page will refresh with a list of columns that you can insert data into.  Note, if you need to add more columns, go back to the Coda doc to add them and then refresh the Zapier page.  It make take a few seconds for the new columns to show up.

8)  Test and set it live! You did it! Zap! (If you don't see it come through, try to refresh your Coda doc) 💫