

Integrate Onpipeline with Coda
Send information between Onpipeline and Coda automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Onpipeline and Coda using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Person added
Triggers when a new contact person is added

Event updated
Triggers when a calendar event is updated

Deal updated as won
Triggers when a deal is updated as won

Deal created
Triggers when a new deal is created

Organization created
Triggers when a new organization is created

Event created
Triggers when a new calendar event is created

Deal updated
Triggers when an existing deal is updated

Row added
Triggers when a new row is added to the selected table
All Actions - Actions are the automated tasks

Add organization
Adds a new organization

Create deal
Creates a new deal

Add lead
Creates a new lead

Update person
Updates the details of an existing contact person

Add person
Adds a new contact person

Update organization
Updates the details of an existing organization

Update deal
Updates the details of an existing deal

Fetch organization
Fetches the details of an existing organisation by name

Fetch person
Fetches the details of an existing person by full name

Create row
Creates a new row in the selected table

Copy document
Copies an existing document in Coda

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

Update page
Updates an existing page in the specified document

Publish document
Publishes the existing Coda document by document ID

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

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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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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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