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Beyond-Bot.ai + coda
Collaborative workspace platform that transforms documents into powerful tools for team productivity and project management
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to coda.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in coda.
Trigger Workflows
Start automated workflows in coda based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within coda.
Coda Copy Doc
Creates a copy of an existing coda document. this action allows you to duplicate a document while optionally specifying a new title and location for the copied document.
Coda List The Pack Listings Accessible To A User
Get listings of public packs and packs created by you.
Coda Search Docs
This tool allows users to search for coda documents based on a query term. it searches within document titles and metadata, providing results with document id, name, type, owner details, timestamps, workspace info, and folder path if available. it supports pagination through the 'pagetoken' parameter and accepts a 'limit' parameter to control the number of returned results.
Coda Search Row
Action to search for rows in a coda table based on specific criteria.
Coda Upsert Rows
This tool allows you to insert new rows into a coda table or update existing ones based on specified key columns. this is particularly useful for synchronizing data or ensuring records are up-to-date without creating duplicates.
Coda Add A Category For Pack
Add a publishing category for a given pack.
Coda Add A Maker For Pack
Set a maker for a given pack. used to display makers for a pack in the corresponding packs page.
Coda Add A Permission For Pack
Create or modify user, workspace, or global permissions for a given pack.
Coda Add Custom Domain
Add a custom domain to a published doc.
Coda Add Permission
Adds a new permission to the doc.
Coda Begin Content Export
Initiate an export of content for the given page.
Coda Content Export Status
Check the status of a page content export
Coda Create A New Pack Release
Creates a new pack release based on an existing pack version.
Coda Create A Page
Create a new page in a doc. note that creating a page requires you to be a doc maker in the applicable workspace.
Coda Create Doc
Creates a new coda doc, optionally copying an existing doc. note that creating a doc requires you to be a doc maker in the applicable workspace (or be auto-promoted to one).
Coda Create Pack
Creates a new pack, essentially registering a new pack id. the contents of the pack will be uploaded separately.
Coda Deletes A Custom Domain
Deletes a custom domain from a published doc.
Coda Delete A Category For Pack
Delete a publishing category for a given pack.
Coda Delete A Maker For Pack
Delete a maker for a given pack, who will not be displayed in the corresponding packs page.
Coda Delete A Page
Deletes the specified page.
Coda Delete A Permission For Pack
Delete user, workspace, or global permissions for a given pack.
Coda Delete Doc
Deletes a doc.
Coda Delete Multiple Rows
Deletes the specified rows from the table or view. this endpoint will always return a 202. row deletions are generally processed within several seconds.
Coda Delete Pack
Delete a given pack.
Coda Delete Permission
Deletes an existing permission.
Coda Delete Row
Deletes the specified row from the table or view. this endpoint will always return a 202, so long as the row exists and is accessible (and the update is structurally valid). row deletions are generally processed within several seconds. when deleting using a name as opposed to an id, an arbitrary row will be removed.
Coda Fetch Grouped Logs By Pack Org Root Ingestion Id
Retrieve the grouped logs of a pack for debugging purpose.
Coda Fetch Ingestion Executions For Pack
Retrieve the ingestion execution ids of a root ingestion for debugging purpose.
Coda Gets Custom Doc Domains Providers
Gets the provider (ie. godaddy) of a custom domain.
Coda Gets The Json Schema For Pack Configuration
Returns a json schema applicable for customizing the pack using pack configurations.
Coda Get Acl Settings
Returns settings associated with acls for this coda doc.
Coda Get Analytics Last Updated Day
Returns days based on pacific standard time when analytics were last updated.
Coda Get A Column
Returns details about a column in a table.
Coda Get A Control
Returns info on a control.
Coda Get A Formula
Returns info on a formula.
Coda Get A Page
Returns details about a page.
Coda Get A Row
Returns details about a row in a table.
Coda Get A Single Pack
Returns a single pack.
Coda Get A Table
Returns details about a specific table or view.
Coda Get Detailed Listing Information For A Pack
Get detailed listing information for a pack.
Coda Get Doc Analytics Summary
Returns summarized analytics data for available docs.
Coda Get Doc Categories
Gets all available doc categories.
Coda Get Info About A Doc
Returns metadata for the specified doc.
Coda Get Mutation Status
Get the status for an asynchronous mutation to know whether or not it has been completed. each api endpoint that mutates a document will return a request id that you can pass to this endpoint to check the completion status. status information is not guaranteed to be available for more than one day after the mutation was completed. it is intended to be used shortly after the request was made.
Coda Get Pack Analytics Summary
Returns summarized analytics data for packs the user can edit.
Coda Get Sharing Metadata
Returns metadata associated with sharing for this coda doc.
Coda Get The Difference Between Two Pack Versions
Gets information about the difference between the specified previous version and next version of a pack.
Coda Get The Next Valid Version For A Pack
Get the next valid version based on the proposed metadata.
Coda Get The Source Code For A Pack Version
Get temporary links used to download the source code for the given packid and version
Coda Get User Info
Returns basic info about the current user.
Coda List Available Docs
Returns a list of coda docs accessible by the user, and which they have opened at least once. 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 Categories For Pack
List publishing categories for a given pack.
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 Custom Doc Domains
List all custom domains for a published doc.
Coda List Doc Analytics
Returns analytics data for available docs per day.
Coda List Featured Docs For A Pack
Returns a list of featured doc ids for a pack.
Coda List Formulas
Returns a list of named formulas in a coda doc.
Coda List Makers For Pack
List makers for a given pack.
Coda List Packs
Get the list of accessible packs.
Coda List Pack Analytics
Returns analytics data for packs the user can edit.
Coda List Pack Formula Analytics
Returns analytics data for pack formulas.
Coda List Pages
Returns a list of pages in a coda doc.
Coda List Page Analytics
Returns analytics data for a given doc within the day. this method will return a 401 if the given doc is not in an enterprise workspace.
Coda List Permissions
Returns a list of permissions for this coda doc.
Coda List Permissions For A Pack
Get user, workspace, and/or global permissions for a given pack.
Coda List Tables
Returns a list of tables in a coda doc.
Coda List Table Rows
Retrieves rows from a specific table within a coda document. this endpoint allows you to fetch data from your coda tables programmatically, enabling integration with other systems or data analysis tools. use this when you need to access the content of a table in your coda document, such as for reporting, data synchronization, or building custom views of your data outside of coda. the endpoint supports pagination for large tables and allows you to control the number of rows returned per request. it's important to note that this endpoint only retrieves data and doesn't modify the table contents.
Coda List The Releases For A Pack
Get the list of releases of a pack.
Coda List The Versions For A Pack
Get the list of versions of a pack.
Coda List Workspace Roles
Returns a list of the counts of users over time by role for the workspace.
Coda List Workspace Users
Returns a list of members in the given workspace. this list will be ordered with the requesting user first and then ordered by role.
Coda Pack Asset Upload Complete
Note the completion of the upload of a pack asset.
Coda Pack Source Code Upload Complete
Note the completion of the upload of a pack source code.
Coda Pack Version Upload Complete
Note the completion of the upload of a pack version bundle in order to create that pack version.
Coda Patch The System Connection Credentials Of The Pack
Patch the system connection credentials of the pack.
Coda Publish Doc
Update publish settings for a doc.
Coda Push A Button
Pushes a button on a row in a table. authorization note: this action is available to api tokens that are authorized to write to the table. however, the underlying button can perform any action on the document, including writing to other tables and performing pack actions.
Coda Register Pack Version
Registers a new pack version. this simply returns a signed url to use for uploading the pack version definition. following the completion of the upload, post to /apis/v1/packs/{packid}/versions/{packversion} trigger the rest of the creation process.
Coda Resolve Browser Link
Given a browser link to a coda object, attempts to find it and return metadata that can be used to get more info on it. returns a 400 if the url does not appear to be a coda url or a 404 if the resource cannot be located with the current credentials.
Coda Retrieve The Grouped Logs Of A Pack
Retrieve the grouped logs of a pack for debugging purpose.
Coda Retrieve The Information For A Specific Log
Retrieve the ingestion execution ids of a root ingestion for debugging purpose.
Coda Retrieve The Logs Of A Ingestion
Retrieve the logs of a ingestion for debugging purpose.
Coda Retrieve The Logs Of A Pack
Retrieve the logs of a pack for debugging purpose.
Coda Retrieve The Oauth Configuration Of The Pack
Retrieve the oauth configuration of the pack for display purpose. secrets will be returned with masks.
Coda Retrieve The System Connection Metadata Of The Pack
Retrieve the system connection metadata of the pack.
Coda Search Principals
Searches for user and group principals matching the query that this doc can be shared with. at most 20 results will be returned for both users and groups. if no query is given then no results are returned.
Coda Set The Oauth Configurations Of The Pack
Set the oauth configurations of the pack, including client id and secret.
Coda Set The System Connection Credentials Of The Pack
Set the system connection credentials of the pack.
Coda Trigger Automation
Triggers webhook-invoked automation
Coda Unpublish Doc
Unpublishes a doc.
Coda Updates A Custom Domain
Updates properties of a document's custom domain.
Coda Updates User Role
Updates the workspace user role of a user that matches the parameters. only succeeds if the requesting user has admin permissions in the workspace.
Coda Update Acl Settings
Update settings associated with acls for this coda doc.
Coda Update An Existing Pack Release
Update details of a pack release.
Coda Update A Page
Update properties for a page. note that updating a page title or icon requires you to be a doc maker in the applicable workspace.
Coda Update Doc
Updates metadata for a doc. note that updating a doc title requires you to be a doc maker in the applicable workspace.
Coda Update Featured Docs For A Pack
Create or replace the featured docs for a pack.
Coda Update Pack
Update an existing pack for non-versioned fields.
Coda Upload A Pack Asset
Request a signed s3 url to upload your pack asset.
Coda Upload Pack Source Code
Request a signed s3 url to upload your pack source code.