How to automatically create new contacts in Loops based on new rows added in Coda

Relay.app is an automation tool that lets you automate actions across Loops, Coda, and many other apps. In this guide, we'll show you how to automatically run the “get or create contact” action in Loops for each row added in Coda using Relay.app.
Coda logoCoda > Loops
Trigger
Last triggered
Coda logoRow added
Loops logoGet or create contact
1

Create your playbook and set the Coda trigger as "Row added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To set up this playbook, click "Add trigger" and then select "Row added" under Coda. Then, select the table. This will allow your playbook to automatically detect the newly added row in Coda and initiate necessary actions.

If this is your first time using a Coda integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Get or create contact" in Loops automation

Integrate the Loops automation into your playbook to ensure the prompt creation of a new contact in Loops for each new row added in Coda.

Click the "Add step" button, then locate the "Get or create contact" automation for Loops and input the mandatory and relevant details.

If your Loops account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Loops account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new contact in Loops. Once turned on, it will respond to each new row added in Coda by creating a new contact in Loops without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

What will you automate?

Sign up and get started with your first Relay.app workflow today.
Background imageBackground image