How to add new Square orders to a Coda table

Relay.app is an automation tool that lets you automate actions across Square, Coda, and many other apps. In this guide, we'll show you how to automatically run the “add row” action in Coda for each order added in Square using Relay.app.
Square logoSquare > Coda
Trigger
Last triggered
Square logoOrder added
Coda logoAdd row
1

Create your playbook and set the Square trigger as "New order added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New order added" under Square. Then, select details like the location. This will allow your playbook to automatically detect the new payment added in Square and initiate necessary actions.

If this is your first time using a Square integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Add row" in Coda automation

Integrate the Coda automation into your playbook to ensure the prompt addition of a new row in Coda for each new order added in Square.

Click the "Add step" button, then locate the "Add row" automation for Coda and input the mandatory and relevant details.

If your Coda account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Coda account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new row in Coda. Once turned on, it will respond to each new order added in Square by adding a new row in Coda without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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