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.

Add A Category For Pack

Add a publishing category for a given pack.

Add A Maker For Pack

Set a maker for a given pack. used to display makers for a pack in the corresponding packs page.

Add A Permission For Pack

Create or modify user, workspace, or global permissions for a given pack.

Add Custom Domain

Add a custom domain to a published doc.

Add Permission

Adds a new permission to the doc.

Begin Content Export

Initiate an export of content for the given page.

Content Export Status

Check the status of a page content export

Copy Document

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.

Create A New Pack Release

Creates a new pack release based on an existing pack version.

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.

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).

Create Pack

Creates a new pack, essentially registering a new pack id. the contents of the pack will be uploaded separately.

Delete A Category For Pack

Delete a publishing category for a given pack.

Delete A Maker For Pack

Delete a maker for a given pack, who will not be displayed in the corresponding packs page.

Delete A Page

Deletes the specified page.

Delete A Permission For Pack

Delete user, workspace, or global permissions for a given pack.

Delete Doc

Deletes a doc.

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.

Delete Pack

Delete a given pack.

Delete Permission

Deletes an existing permission.

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.

Deletes A Custom Domain

Deletes a custom domain from a published doc.

Fetch Grouped Logs By Pack Org Root Ingestion Id

Retrieve the grouped logs of a pack for debugging purpose.

Fetch Ingestion Executions For Pack

Retrieve the ingestion execution ids of a root ingestion for debugging purpose.

Get Acl Settings

Returns settings associated with acls for this coda doc.

Get A Column

Returns details about a column in a table.

Get A Control

Returns info on a control.

Get A Formula

Returns info on a formula.

Get Analytics Last Updated Day

Returns days based on pacific standard time when analytics were last updated.

Get A Page

Returns details about a page.

Get A Row

Returns details about a row in a table.

Get A Single Pack

Returns a single pack.

Get A Table

Returns details about a specific table or view.

Get Detailed Listing Information For A Pack

Get detailed listing information for a pack.

Get Doc Analytics Summary

Returns summarized analytics data for available docs.

Get Doc Categories

Gets all available doc categories.

Get Info About A Doc

Returns metadata for the specified doc.

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.

Get Pack Analytics Summary

Returns summarized analytics data for packs the user can edit.

Gets Custom Doc Domains Providers

Gets the provider (ie. godaddy) of a custom domain.

Get Sharing Metadata

Returns metadata associated with sharing for this coda doc.

Gets The Json Schema For Pack Configuration

Returns a json schema applicable for customizing the pack using pack configurations.

Get The Difference Between Two Pack Versions

Gets information about the difference between the specified previous version and next version of a pack.

Get The Next Valid Version For A Pack

Get the next valid version based on the proposed metadata.

Get The Source Code For A Pack Version

Get temporary links used to download the source code for the given packid and version

Get User Info

Returns basic info about the current user.

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).

List Categories For Pack

List publishing categories for a given pack.

List Columns

Returns a list of columns in a table.

List Controls

Returns a list of controls in a coda doc.

List Custom Doc Domains

List all custom domains for a published doc.

List Doc Analytics

Returns analytics data for available docs per day.

List Featured Docs For A Pack

Returns a list of featured doc ids for a pack.

List Formulas

Returns a list of named formulas in a coda doc.

List Makers For Pack

List makers for a given pack.

List Pack Analytics

Returns analytics data for packs the user can edit.

List Pack Formula Analytics

Returns analytics data for pack formulas.

List Packs

Get the list of accessible packs.

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.

List Pages

Returns a list of pages in a coda doc.

List Permissions

Returns a list of permissions for this coda doc.

List Permissions For A Pack

Get user, workspace, and/or global permissions for a given pack.

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.

List Tables

Returns a list of tables in a coda doc.

List The Pack Listings Accessible To A User

Get listings of public packs and packs created by you.

List The Releases For A Pack

Get the list of releases of a pack.

List The Versions For A Pack

Get the list of versions of a pack.

List Workspace Roles

Returns a list of the counts of users over time by role for the workspace.

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.

Pack Asset Upload Complete

Note the completion of the upload of a pack asset.

Pack Source Code Upload Complete

Note the completion of the upload of a pack source code.

Pack Version Upload Complete

Note the completion of the upload of a pack version bundle in order to create that pack version.

Patch The System Connection Credentials Of The Pack

Patch the system connection credentials of the pack.

Publish Doc

Update publish settings for a doc.

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.

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.

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.

Retrieve The Grouped Logs Of A Pack

Retrieve the grouped logs of a pack for debugging purpose.

Retrieve The Information For A Specific Log

Retrieve the ingestion execution ids of a root ingestion for debugging purpose.

Retrieve The Logs Of A Ingestion

Retrieve the logs of a ingestion for debugging purpose.

Retrieve The Logs Of A Pack

Retrieve the logs of a pack for debugging purpose.

Retrieve The Oauth Configuration Of The Pack

Retrieve the oauth configuration of the pack for display purpose. secrets will be returned with masks.

Retrieve The System Connection Metadata Of The Pack

Retrieve the system connection metadata of the pack.

Search Coda Documents

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.

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.

Search Table Rows

Action to search for rows in a coda table based on specific criteria.

Set The Oauth Configurations Of The Pack

Set the oauth configurations of the pack, including client id and secret.

Set The System Connection Credentials Of The Pack

Set the system connection credentials of the pack.

Trigger Automation

Triggers webhook-invoked automation

Unpublish Doc

Unpublishes a doc.

Update Acl Settings

Update settings associated with acls for this coda doc.

Update An Existing Pack Release

Update details of a pack release.

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.

Update Doc

Updates metadata for a doc. note that updating a doc title requires you to be a doc maker in the applicable workspace.

Update Featured Docs For A Pack

Create or replace the featured docs for a pack.

Update Pack

Update an existing pack for non-versioned fields.

Updates A Custom Domain

Updates properties of a document's custom domain.

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.

Upload A Pack Asset

Request a signed s3 url to upload your pack asset.

Upload Pack Source Code

Request a signed s3 url to upload your pack source code.