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How to connect Instantly and Coda
Create a New Scenario to Connect Instantly and Coda
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Coda will be your first step. To do this, click "Choose an app," find Instantly or Coda, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Coda Node
Next, click the plus (+) icon on the Instantly node, select Coda from the list of available apps, and choose the action you need from the list of nodes within Coda.
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Authenticate Coda
Now, click the Coda node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Coda settings. Authentication allows you to use Coda through Latenode.
Configure the Instantly and Coda Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Instantly and Coda Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Instantly, Coda, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Instantly and Coda integration works as expected. Depending on your setup, data should flow between Instantly and Coda (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Instantly and Coda
Instantly + Coda + Slack: When a new lead is created in Instantly, the lead's information is added as a new row in a Coda document. Then, a message is sent to a Slack channel notifying the sales team about the new lead.
Instantly + Coda + Google Sheets: Log Instantly campaign performance data by triggering on new leads in Instantly, appending data to a Coda document, and then adding a row to a Google Sheet with campaign statistics.
Instantly and Coda integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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About Coda
Use Coda within Latenode to automate document generation or data aggregation workflows. Update Coda docs with real-time data from other apps, or trigger actions based on Coda table changes. Latenode provides visual flow design and custom logic to build flexible, scalable Coda integrations without complex scripting.
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FAQ Instantly and Coda
How can I connect my Instantly account to Coda using Latenode?
To connect your Instantly account to Coda on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Coda accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Coda with new Instantly lead data?
Yes, you can! Latenode lets you build a no-code workflow so every new Instantly lead instantly creates or updates a Coda row, keeping your data seamlessly synced in real time.
What types of tasks can I perform by integrating Instantly with Coda?
Integrating Instantly with Coda allows you to perform various tasks, including:
- Create new Coda rows for each new lead captured in Instantly.
- Update Coda rows when Instantly lead statuses are changed.
- Trigger Instantly campaigns based on data changes in Coda.
- Analyze campaign performance data from Instantly within Coda reports.
- Automate personalized follow-up sequences from Instantly using Coda data.
What Instantly campaign data can I access within Latenode workflows?
You can access key data like sent emails, opens, clicks, and replies to build detailed reports or trigger actions within Coda based on engagement.
Are there any limitations to the Instantly and Coda integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Rate limits from Instantly and Coda can impact high-volume automations.
- Some advanced Instantly features might not have direct Latenode blocks.
