HubSpot integration with Coda
How to Add new deals from HubSpot to rows in Coda docs
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new deals from HubSpot to rows in Coda docs" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
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Coda actions
Nekton can use any feature that is available in Coda API.
Using our advanced AI, you can easily create custom automations for Coda.
Here are some typical actions you can do in your automated workflows.
Copy Doc
Creates a copy of the specified Coda doc.
Update Row
Updates an existing row in the selected table.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Find Row
Search for a Coda Row in the selected table using a column match search.
Create Row
Creates a new row in the selected table.
Upsert Row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows.
About Coda
Coda is a new type of document that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas.