Originally published 4/26/2018
Authored by Preeyanka Shah
Once you put your data in Coda, you can do great things. You can organize and filter it with different views, and do all sorts of visual and schematic manipulations to unlock new insights and execute more effectively. The question is how to get data into your doc in the first place. Copy/paste works for a one-time move but if you want to bring data into Coda on a continuing basis, you could be in for a lot of tedious updating.
So here’s some exciting news. Coda is now on , which means you can connect your Coda docs with over 1000 different apps. Want to update a row every time something updates in Jira? Done. Want to get notified on Slack when someone adds a row to a table? Also done. (Automation is beautiful.)
If you haven’t used Zapier before, here’s the quick pitch: 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.
What can a zap do in Coda?
A zap can move information into a Coda table, automatically. Either by (1) creating a new row, (2) finding and updating an existing row, or (3) upserting a row. A zap can also move information out of a table — so an action is performed every time a row is added in Coda.
Automating the creation and updates of rows might sound small to you now. But breaking data out of silos makes a big difference. Teams are more in sync. There’s less drag all around. And once your data is in Coda, it opens up a whole new world of what you can do with it.
Docs that are fancier with Zapier.
We asked the Coda team and some of our users to try out the Zapier integration for a couple months. The result? Some very fancy docs, a couple surprising use cases, and much less data entry.
Jira → Coda: Lots of people plan their software development in Coda but manage execution in Jira or GitHub. You can now zap new or updated Jira issues to your project tracker so you can see planning and execution in one place.
Intercom → Coda: Our friends Raul and Evan at made this customer feedback database to organize annotated Intercom conversations. Using a webhook to Coda zap, they pipe this information into a Coda doc where they can take notes and analyze feedback.
Jotform → Coda: We’re always looking to understand our customers better. To do so, we sometimes send out surveys via forms. This zap automatically aggregates survey responses right inside our project tracking docs. Now we have more time to squash bugs and build features.
HubSpot → Coda: One of our users, Jonathan Lakin, built ’s sales tracker using a HubSpot CRM to Coda zap. He tracks his deals in the Hubspot CRM, and then uses Coda to forecast and plan.
Pinterest → Coda: This zap ports all your saved pins from Pinterest into a Coda doc, so you can turn inspiration into creation and spend more time making. (Zapier makes you craftier.)
Plus, some little zaps:
You don’t need a big project or idea to try out Zapier. There are lots of easy ways to add some automation to your docs. The little things add up.
Coda → Gmail: Send an email any time someone adds a feature to your company backlog.
Slack → Coda: Use a zap to save all the interesting links and things your teammates post in Slack.
Google Calendar → Coda: Add a row in a Coda doc every time a calendar event is created and use the table to keep your meetings organized and hold your meeting notes.
Gmail → Coda: Label emails with product feedback so that they can flow into your personal to-do list in Coda where it’s close by.
Twitter → Coda: Keep your social media mentions organized in a table.
We can’t wait to see what you do with all this new data at your fingertips. If you don’t have an idea for a zapped-up doc yet, check out the new additions to our . The Coda is another good place to start. And of course, you’ll probably want to check out .
We’ve always envisioned Coda docs as a way to bring words, data, and teams in one place — acting as a window to your world. Today, we feel like we’re one step closer to that vision.