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How to automatically update a project's details in Pipedrive whenever a new row is added in Coda

How to automatically update a project's details in Pipedrive whenever a new row is added in Coda

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

Set the Coda trigger as “Row added”

A playbook always starts with a trigger that detects changes in your connected applications and responds accordingly.

Add the Coda trigger to initiate your playbook's actions every time a row is added. Click "Add trigger" in your playbook and choose "Row added" from the dropdown menu under Coda.

If you still need to connect your Coda account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Update project” step in Pipedrive

Integrate Pipedrive automation into your workflow to automatically update a project's details in Pipedrive whenever a new row is added in Coda.

Click the "Add step" button, locate the "Update project" automation for Pipedrive, and input the mandatory and relevant details.

If your Pipedrive account still needs to be 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 Pipedrive account.

3

Activate your playbook

Activating the playbook is the last step in the process. Once you turn it on, it will automatically update a project's details in Pipedrive whenever a new row is added in Coda without manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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