- How to sync new Apollo contacts to a Coda table
- 1. Create your playbook and set the Apollo trigger as "Contact created"
- 2. Add the "Add row" in Coda automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Apollo and Coda
- Related blog posts
- More how-to guides featuring Apollo and Coda
How to sync new Apollo contacts to a Coda table
Create your playbook and set the Apollo trigger as "Contact created"
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 setup this playbook, click "Add trigger" and then select "Contact created" under Apollo. Then, select the necessary details. This will allow your playbook to automatically detect the new created contact in Apollo and initiate necessary actions.
If this is your first time using a Apollo integration in Relay.app, a prompt will guide you through the connection process.
Add the "Add row" in Coda automation
Integrate the Coda automation into your playbook to ensure the prompt addition of a new row in Coda table for each new contact created in Apollo.
Click the "Add step" button, then locate the "Add row" automation for Coda and input the mandatory and relevant details.
If your Coda 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 Coda account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the addition of a new row in Coda. Once turned on, it will respond to each new contact created in Apollo by adding a new row in Coda 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.