Coda integration
Use Coda in Zoft workflows, voice agents, chat agents and AI employees. Use Coda from Zoft voice agents, chat agents, workflows and AI employees.
- Starts with
New Row Created - ZoftAgent or workflow decides what happens next
- Then in CodaCreate Row
- AndUpdate Row
Zoft + Coda
What Zoft can do with Coda.
- 01Voice agentsA phone agent can use Coda actions such as Create Row and Update Row during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Coda while it talks to the customer.
- 03WorkflowsStart a workflow when “New Row Created” happens in Coda, or use Coda as any step on the canvas.
- 04AI employeesAn AI employee can find and use Coda actions on its own, and ask for your approval before it sends or changes anything important.
Actions 8
Things Zoft can do in Coda.
- Get RowRetrieves a single row by specified ID.
- Find Row(s)Find specific rows in the selected table using a column match search.
- Get TableGet structure and details of a specific table (e.g., columns, schema).
- Create RowCreates a new row in the selected table.
- Update RowUpdates an existing row in the selected table.
- Upsert RowCreates a new row or updates an existing one if it matches key columns.
- List Table(s)List tables in a selected document.
- Custom API CallMake a custom API call to a specific endpoint
Triggers 1
Events in Coda that can start a workflow.
- New Row CreatedTriggers when a new row is added to the selected table.
Setup
Connect Coda in three steps.
- 01ConnectChoose Coda in Connections and paste an API key from your Coda account.
- 02Put it to workAdd Coda as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Coda on Zoft, answered.
What can Zoft do with Coda?
Zoft supports 8 actions and 1 trigger for Coda. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Coda to Zoft?
Choose Coda in Connections and paste an API key from your Coda account.
Can a voice agent or chat agent use Coda?
Yes. Once Coda is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Coda without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.