An automated workflow using zapier
Connects Slack + Coda
Save new saved Slack messages to Coda docs
About this workflow template
This automation scenario allows you to connect Slack and Coda
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Slack and Coda can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Slack
New Saved Message in Slack
Triggers when you save a message.
Then this action happens in Coda
Create Row in Coda
Creates a new row in the selected table.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Save new saved Slack messages to Coda docs.
Part I
Configure Applications
First, we need to connect Slack and Coda to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Connect Coda to Zapier.
Give Zapier access to your Coda account, using Coda credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Slack
Choose the following trigger: New Saved Message (Triggers when you save a message.).
Then set up an Action for Coda
Choose this action: Create Row (Creates a new row in the selected table.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Slack and Coda.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Save new saved Slack messages to Coda docs!
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectalbatoNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create row
Creates a new row in the selected table.
actionbyzapierintegratelypabbly-connectCopy doc
Creates a copy of the specified Coda doc.
actionbyzapierintegratelypabbly-connectpipedreamFind row
Search for a Coda Row in the selected table using a column match search.
actionbyzapierpipedreamUpdate a row
Updates a specified row in the table.jj
actionbyintegromatpipedreamList columns
Returns a list of columns in a table.
actionbyintegromatpabbly-connectpipedreamList docs
Returns a list of Coda docs accessible by the user. These are returned in the same order as on the docs page: reverse chronological by the latest event relevant to the user (last viewed, edited, or shared).
actionbyintegromatpipedream
Apps you need
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
Coda is a cloud-based document editor that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas, enabling teams to create personalized documents for meetings, brainstorming sessions, customer feedback, and to-do lists.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
