Indy integration with Coda
How to Update Coda rows from newly paid Indy invoices
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 "Update Coda rows from newly paid Indy invoices" 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.
Automate Indy integrations
Indy actions
Nekton can use any feature that is available in Indy API.
Using our advanced AI, you can easily create custom automations for Indy.
Here are some typical actions you can do in your automated workflows.
Client Created
Triggers when a new client is created.
Contract Viewed
Triggers when a contract is viewed.
Deposit Paid
Triggers when an invoice deposit is paid.
Invoice Viewed
Triggers when an invoice is viewed.
Milestone Created
Triggers when a milestone is created.
Project Marked Done
Triggers when a project is marked done.
About Indy
Indy is a productivity platform that helps you manage your freelance business through marketing, workflow, and payment tools.