Integrate CoachAccountable with Coda
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Create rows in Coda when a new invoice is created in CoachAccountable
How it works
Create rows in Coda when a new invoice is created in CoachAccountable
CoachAccountable + Coda
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Supported triggers and actions
Integrate CoachAccountable and Coda using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Client created
Triggers when a new client is created
Invoice created
Triggers when a new invoice is created
Appointment created
Triggers when a new appointment is created for a coach or client
Row added
Triggers when a new row is added to the selected table
Row updated
Triggers when a row is updated in the selected table
All Actions - Actions are the automated tasks
Add client
Adds a new client
Activate client
Activates an existing client
Create invoice
Creates a new invoice
Add client to course
Adds a client as a participant for the specified course
Add appointment
Adds a new appointment
Deactivate client
Deactivates an existing client
Create blank document
Creates a new blank Coda document
Insert or update row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows
Create row
Creates a new row in the selected table
Copy document
Copies an existing document in Coda
Share document
Shares the existing Coda document to the specified email address or anyone on the web
Update row
Updates an existing row in the selected table
Update page
Updates an existing page in the specified document
Publish document
Publishes the existing Coda document by document ID
Fetch document
Fetches an existing document by ID
Fetch row
Fetches an existing row by ID
Find row
Searches for a Coda row in the selected table using a column match search
Fetch page
Fetches an existing page in given coda document by page name
Unpublish document
Unpublishes an already published Coda document using document ID
What is CoachAccountable?
CoachAccountable is a web-based client management platform designed to give you a comprehensive, supported, and results-driven coaching experience.
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What is Coda?
Coda is a cloud-based document editor that blends spreadsheets, presentations, apps, and documents together. It can also integrate with third-party services like Slack and Gmail to automate tasks.
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