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Apptivo + Coda Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and Coda

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About Coda

All-in-one doc. No more ping-ponging between documents, spreadsheets, and niche workflow apps to get things done.

Coda Integrations

Best ways to Integrate Apptivo + Coda

  • Apptivo Coda

    Apptivo + Coda

    Create Row to Coda from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Coda Create Row
  • Apptivo Coda

    Apptivo + Coda

    Upsert Row in Coda when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Coda Upsert Row
  • Apptivo Coda

    Apptivo + Coda

    Update Row in Coda when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Coda Update Row
  • Apptivo Coda

    Apptivo + Coda

    Create Row to Coda from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    Coda Create Row
  • Apptivo Coda

    Apptivo + Coda

    Upsert Row in Coda when New Case is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    Coda Upsert Row
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + Coda in easier way

It's easy to connect Apptivo + Coda without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Row

    Triggers when a new row added to selected table.

  • Updated Row

    Trigger when new row is updated in a selected table.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Row

    Create a new row in selected table.

  • Update Row

    Update a existing row in a table.

  • Upsert Row

    Creates a new row or update an existing row in selected table.

How Apptivo & Coda Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Coda as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Coda.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.