Hello all,
My team uses Coda for IT support tickets and wants to set up a system where our team can send an email to an IT help desk email we have and it generates a row in our IT Tickets table. I know that alone can’t work without another application like Relay and Zapier, but ideally we don’t need anything else besides Coda and Microsoft.
I can set up a Power Automation to trigger something else within Microsoft when an email gets sent to it, but I can’t find if anything in the Microsoft Suite can integrate with Coda.
Any help would be greatly appreciated!
HI Zack,
Welcome to the community!
You don’t need an integration tool like Zapier, you can use one of the Outlook packs to pull all messages into Coda.
Once you have the messages into the sync table, you can then manage this list as your support ticket queue. You can use AI or manual labour to process the tickets, allocate a number, assign statuses and generally keep track of what is going on.
You can also use the same pack to respond to those emails, allowing you to do everything in one place.
P
Sorry, I’m really new to Coda. How do I do this? Also, is it something that triggers right when an email comes in? Is it triggered on the Coda side or the Microsoft side?
Hi Zack,
I have recorded a quick (and dirty) Loom to explain what a pack is, and how to pull either Outlook or Gmail into your doc.
The level of your subscription will determine exactly how frequently you can refresh your email sync table. The refresh of the sync table is triggered from Coda.
There is no limit on the number of emails that you can send. There is also a calendar pack, and if you use Teams, there are different ways to integrate with that.
As I mention in the video, there are literally hundreds of packs. Creating packs is relatively easy, so the list of packs keep on expanding.
Think of it in two ways:
- The ability to read information from another website - E.g. emails, slack messages, share prices, Youtube videos, etc.
- The ability to add additional formulas to the Coda Formula Language. (CFL)
Hey @Zack_Thurston ,
I don’t have a direct answer, since I can’t find a quick solution to have 365 create a webhook to inject a row in your ticket table.
But why don’t you make a small form to submit IT tickets and have Coda (of necessary) send a mail to your IT department. That way, you have an email ticket and a Coda record.
Greetings,
Joost
Hi Piet,
Thanks for the helpful video!
In the video, it looked like the fastest auto refresh rate was hourly. Do you know if any packs have a resync rate of every minute?
If not, do you know of anything else in Microsoft that can push to Coda? Or is it only possible to pull from Microsoft using Coda?
Hi Joost,
That is what we currently use. It would be easier for our staff to simply send an email to submit a support ticket.
The most frequent automatic refresh is hourly.
You can also refresh manually, I do not know whether there is something in Coda that would prevent to many manual refreshes.
I am not aware of the ability to push from Outlook into Coda. If you make use of Teams, there might be some opportunities for integration there too.
I’m not super-familiar with Power Automate, but I believe it can be used to send an HTTP POST request, hopefully with the data you need from the email in the body of the request. That, coupled with the Webhook-based automation in Coda (Create webhook-triggered automations | Coda Help Center) seems like it should work.
That could work. I can figure out the Power Automate side about sending the right information in the POST request. I see how to add a row to a table with information, but the “Update Values” part of the rule. When I type “=” for the value, it only gives me options that already exist within Coda. Do you know how I can tell it to grab a specific variable from the POST and use that?
You should do it all in a formula and not the UI. If you send the POST request as JSON, you can use the ParseJSON formula to extract the elements of the body you want to put into your Coda table.
Sorry for the delayed response. I’ve never used any formulas in Coda yet. Can you point me towards the documentation on how to use the ParseJSON formula?
Also, what kinds of authorization does Coda accept? I have the API key in my POST request in Power Automate and it asks what kind of authorization I want to use. My options are Basic, Client certificate, Active Directory OAuth, Raw, and Managed Identity.
I’m guessing basic might be the way to go (it just asks for username and password) but I honestly have no idea.
Any insight would be very greatly appreciated!