Coda Project Part 2: Using Buttons in Coda

When we left off with our Coda project (Part 1 here), we needed to add functionality to buttons inside our doc. To set the stage here, this specific part of our process is to determine an outcome from a consultation. Ideally, if a consultation goes well and the prospective client can use our help, we'd like to offer some next steps. Perhaps this is in the form of a proposal, or maybe we just have a follow up email - in any case, we want to trigger these next steps from our Coda doc.

For this example, I'm including a dual button solution. In one case, I'm assuming a prospective client is a good fit for our training and coaching services. In this case, there's a particular automation we want to trigger. Alternatively, they may be a good fit for our development services. Of course, the corresponding actions would be different (and therefore controlled by a separate trigger event).

Coda buttons have a lot of advanced functionality. Initially, one concern I had was being able to disable a button. There are a couple of reasons I'd want this functionality, the biggest being that I don't want to accidentally double-tap the button and thereby send repeating emails to the client. We cover this and more, showing how to disable a button using some logic inside the button settings.

Another concern I had was in building a Coda automation with Zapier. You may notice that Zapier's trigger actions are somewhat limited when it comes to Coda - that is, you can only trigger an automation from a new record in a table. This seemed like a hurdle to me, since I'm accustomed to building an automation from a specific view (therefore, a record that meets specific conditions). We tackle how to overcome this as well - it's just a slightly different approach to the automation.

Overall, buttons are one of my favorite functions of Coda so far - it's really useful to be able to add a button inside a doc and map it to take specific actions. Check it out and let me know what you think!

Life is too short to fight with spreadsheets

Enter your info below to get my FREE Airtable Crash Course to discover how to use automations to get your time (and sanity) back.

Close

50% Complete

You're almost there!

Get our FREE Airtable Crash Course delivered to your inbox!