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MySQL, Wealthbox, Coda Integrations

Coda
MySQL
Wealthbox
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Triggers

Coda

Watch Docs

Triggers when a doc is created or updated.

Coda

Watch New Rows

Triggers when a new row is created in selected table.

Actions

MySQL

Delete row(s) from a table

MySQL

Execute a query (advanced)

MySQL

Execute a stored procedure

MySQL

Insert row into a table

MySQL

Update row(s) in a table

Wealthbox

Add a Member to a Household

Adds a member to the household.

Wealthbox

Complete a Workflow Step

Completes a workflow step.

Wealthbox

Create a Contact

Creates a new contact.

Wealthbox

Create an Event

Creates a new event.

Wealthbox

Create an Opportunity

Creates a new opportunity.

Wealthbox

Create a Note

Creates a new note.

Wealthbox

Create a Project

Creates a new project.

Wealthbox

Create a Task

Creates a new task.

Wealthbox

Create a Workflow

Creates a new workflow.

Wealthbox

Delete a Contact

Deletes a specific contact using its unique identifier.

Wealthbox

Delete a Member From a Household

Removes a member from a household.

Wealthbox

Delete an Event

Deletes an existing event from your account (workspace).

Wealthbox

Delete an Opportunity

Deletes an existing opportunity from your account (workspace).

Wealthbox

Delete a Project

Deletes an existing project from your account (workspace).

Wealthbox

Delete a Task

Deletes an existing task from your account (workspace).

Wealthbox

Get a Contact

Retrieves a specific contact using its unique identifier.

Wealthbox

Get an Event

Retrieves a specific event using its unique identifier.

Wealthbox

Get an Opportunity

Retrieves a specific opportunity using its unique identifier.

Wealthbox

Get a Note

Retrieves a specific note using its unique identifier. 

Wealthbox

Get a Project

Retrieves a specific project using its unique identifier.

Wealthbox

Get a Task

Retrieves a specific task using its unique identifier.

Wealthbox

Get a Workflow

Retrieves a specific workflow using its unique identifier.

Wealthbox

Make an API Call

Performs an arbitrary authorized API call.

Wealthbox

Revert a Workflow Step

Reverts a workflow step.

Wealthbox

Update a Contact

Updates a specific contact using its unique identifier.

Wealthbox

Update an Event

Updates an existing event with new properties.

Wealthbox

Update an Opportunity

Updates an existing opportunity with new properties.

Wealthbox

Update a Note

Updates an existing note with new properties.

Wealthbox

Update a Project

Updates an existing project with new properties.

Wealthbox

Update a Task

Updates an existing task with new properties.

Wealthbox

Update a Workflow

Updates an existing workflow with new properties.

Coda

Create a Doc

Creates a new Coda doc, optionally copying an existing doc.

Coda

Create a Row

Creates a new row in a selected table.

Coda

Delete a Row

Deletes a specified row from the table. When deleting using a name as opposed to an ID, an arbitrary row will be removed.

Coda

Get a Column

Returns details about a column in a table.

Coda

Get a Control

Returns info on a control.

Coda

Get a Doc

Returns information about the specified doc.

Coda

Get a Folder

Returns details about a folder.

Coda

Get a Formula

Returns info on a formula.

Coda

Get a Page

Returns details about a section.

Coda

Get a Row

Returns details about a row in a table.

Coda

Get a Table

Returns details about a specific table.

Coda

Make an API Call

Performs an arbitrary authorized API call.

Coda

Update a Page

Updates properties for a page.

Coda

Update a Row

Updates a specified row in the table.

Coda

Upsert a Row

Creates a new row or updates existing rows if any upsert key columns are provided. When upserting, if multiple rows match the specified key column(s), they will all be updated with the specified value.

Iterators

MySQL

Iterate recordset of a stored procedure

Iterates through recordset received from a stored procedure.

Searches

MySQL

Select row(s) from a table

Wealthbox

List Custom Fields

Fetches every custom field in the authenticated user’s account (workspace).

Wealthbox

List Members of a Customizable Category

Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.

Wealthbox

List Projects

Fetches all of the projects that are accessible by the user.

Wealthbox

List Workflow Templates

Fetches all of the workflow templates that are accessible by the user.

Wealthbox

Search Comments

Searches for comments or fetches all of the comments that are accessible by the user.

Wealthbox

Search Contacts

Searches for contacts or retrieves them all.

Wealthbox

Search Events

Searches for events or fetches all of the events that are accessible by the user.

Wealthbox

Search Notes

Searches for notes or fetches all of the notes that are accessible by the user.

Wealthbox

Search Opportunities

Searches for opportunities or fetches all of the opportunities that are accessible by the user.

Wealthbox

Search Tasks

Searches for tasks or fetches all of the tasks that are accessible by the user.

Wealthbox

Search Workflows

Searches for workflows or fetches all of the workflows that are accessible by the user.

Coda

List Columns

Returns a list of columns in a table.

Coda

List Controls

Returns a list of controls in a Coda doc.

Coda

List 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).

Coda

List Formulas

Returns a list of named formulas in a Coda doc.

Coda

List Pages

Returns a list of pages in a Coda doc.

Coda

List Rows

Returns a list of rows in a table.

Coda

List Tables

Returns a list of tables in a Coda doc.