Connect Coda and BeLazy integrations
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Triggers when a doc is created or updated.
Triggers when a new row is created in selected table.
Triggers when an existing row is updated in selected table.
Accepts an opportunity, which creates a project in BeLazy and begins transferring it to your BMS. Please note, that acceptance is an instantaneous process, however, project creation and transferring it to the BMS is an asynchronous process. This operation is applicable when you want to control what opportunities to accept or dismiss.
Acknowledges the successful processing of a project received from BeLazy. Projects not acknowledged will remain in the active project list.
Adds a file to a workspace. The file must already be uploaded; with this operation the file is added to the the workspace and its properties are set. If a file is already added to the workspace the properties of the file are set.
Adds a new deliverable file to a project or updates the properties of an existing deliverable file. Adding the deliverable registers the deliverable file (but does not start the delivery process). This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.
Clears the vendor assigned to the project's pricing item in the BMS. As a result, BeLazy will try to remove this assignments in the origin system. This operation is applicable when using a REST Api BMS and project creation in the BMS has been acknowledged.
Creates an opportunity from the specified files of a workspace. The workspace is the holder (staging area) of the content (files). When all content is present in a workspace, create an opportunity with this operation.
Creates a new workspace.
Removes a deliverable file from a project. This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.
Deletes a file. Generally an uploaded file should be referenced in a futher API call and should not be deleted. The removal is offered for convenience to discard uploads made by mistake. Uploaded but unused files are also deleted within 10 minutes.
Deletes the workspace, including all files in the workspace. This operation cannot be reversed.
Signals that the project was delivered in the BMS. This will start the final deliver / close process in the vendor portal (and prevent uploading / modifying of deliverables to BeLazy). This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.
After deliverable files are uploaded to BeLazy a (partial) delivery process can be started using this operation. The delivery process will upload the deliverables belonging to the delivered part of the project to the vendor portal. After the delivery of this part of the project is started, no more modification of deliverables assigned to the delivered project part is possible. This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.
Dismisses an opportunity, which results in the opportunity being ignored and no longer offered for acceptance. This operation is applicable when you want to control what opportunities to accept or dismiss.
Dismisses a project, which results in the project being ignored and no longer monitored.
Download a particular deliverable file associated with a project. This operation is applicable when when your system is a proprietary vendor portal and want to fetch deliverables from the BMS.
Downloads the files from BeLazy which then can be stored with a following step to Dropbox, GDrive, FTP etc. This module is meant to be preceeded by a Query File List module that returns with the files available in the project.
Gets the details of a connection.
Gets metadata of a deliverable associated with a project. This operation is applicable when (1) your system is acting as a BMS and wants to deliver projects into BeLazy, and (2) when your system is a propriatary vendor portal and want to fetch deliverables from the BMS.
Gets the properties of a particular file.
Get an opportunity with all its properties by it's identifier.
Gets the details of an active project.
Gets the properties of a workspace.
Performs an arbitrary authorized API call.
Removes a file from a workspace.
Sets a vendor assigned to the project's pricing item in the BMS. As a result, BeLazy will try to apply this assignments in the origin system — using the mapping information between the vendors in the BMS and the lingusits in the origin system. This operation is applicable when using a REST Api BMS and project creation in the BMS has been acknowledged.
Signals that a project was succesfully delivered and closed in the external vendor portal. This operation marks the project as succesfully delivered and closed. This operation is applicable when your system is a proprietary vendor portal.
Invokes the synchronization of an automated connection.
Invokes the synchronization of a specified project via the vendor portal connection.
Updates the properties of a workspace. All properties will be overwritten with the provided values.
Uploads a new file. The successful operation returns an identifier, which can be used to reference to this file in further Api calls. Uploaded and unused (unreferenced) files are kept for no longer than 10 minutes. The maximum accepted file size is 3GB.
Lists the connections defined in BeLazy. This module returns with an iteration through the connections.
Fetches the list of deliverables of the project. Metadata regarding every deliverable of the project is returned. This operation is applicable when (1) your system is acting as a BMS and wants to deliver projects into BeLazy, and (2) when your system is a propriatary vendor portal and want to fetch deliverables from the BMS.
Lists the files in a project, generally it should come after a check if the project has files (origin.hasFiles = true). The module returns with an iteration through the available files that then can be downloaded using the Download File module.
Lists the files matching the specified search criteria associated with the specified workspace.
Lists the languages known by BeLazy.
Lists opportunities with filtering. The filter criteria are combined and an opportunity must match all.
Lists projects with filtering. The filter criteria are combined and a project must match all.
Lists the specializations known by BeLazy.
Lists the workspaces matching the specified search criteria.
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Create custom Coda and BeLazy workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Accepts an opportunity, which creates a project in BeLazy and begins transferring it to your BMS. Please note, that acceptance is an instantaneous process, however, project creation and transferring it to the BMS is an asynchronous process. This operation is applicable when you want to control what opportunities to accept or dismiss.
Acknowledges the successful processing of a project received from BeLazy. Projects not acknowledged will remain in the active project list.
Adds a file to a workspace. The file must already be uploaded; with this operation the file is added to the the workspace and its properties are set. If a file is already added to the workspace the properties of the file are set.
Adds a new deliverable file to a project or updates the properties of an existing deliverable file. Adding the deliverable registers the deliverable file (but does not start the delivery process). This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.
Clears the vendor assigned to the project's pricing item in the BMS. As a result, BeLazy will try to remove this assignments in the origin system. This operation is applicable when using a REST Api BMS and project creation in the BMS has been acknowledged.
Creates an opportunity from the specified files of a workspace. The workspace is the holder (staging area) of the content (files). When all content is present in a workspace, create an opportunity with this operation.
Creates a new workspace.
Creates a new Coda doc, optionally copying an existing doc.
Creates a new row in a selected table.
Popular Coda and BeLazy workflows.
Looking to get more out of Coda and BeLazy? With Make you can visually integrate Coda and BeLazy into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Add new Typeform form submissions to rows in a Coda doc
Every time someone fills out your Typeform form, Make will automatically add a new row to your Coda table.
TRY IT ->
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Add a new record to Google Sheets about a new project in BeLazy and upload files to Google Drive
When a new project is approved, data of the project are stored in a Google Sheets spreadsheet and the files are uploaded to Google Drive. If the file is bigger than 50MB, the e-mail with the notification about this issue is sent to Gmail.
TRY IT ->Synchronize BeLazy account upon request from Gmail
When a new e-mail is received and meets specified criteria, a specified connection in BeLazy is synchronized.
TRY IT ->Create or update the Buyer Leads table on Coda's RE Template when the ManyChat-powered Messenger bot sends a new lead
This template syncs data from a ManyChat-powered Real Estate Bot to the Buyer Leads table on a Coda-powered Real Estate CRM. It also employs a Switch function for data manipulation.
TRY IT ->Save new Google Calendar events to a Coda doc
Every time a new event is created in a selected Google Calendar, Make will automatically add a new row to your Coda table.
TRY IT ->Add info about new Google Drive files to a table in a Coda doc
Every time a new file is uploaded to a watched Google Drive folder, Make will automatically add that file's info to a new row in your Coda table.
TRY IT ->Send Telegram messages for new rows in a Coda table
Every time a new row is added in your Coda table, Make will automatically send a message in Telegram.
TRY IT ->Save new Google Forms responses to a Coda doc
Every time someone fills out your Google Form, Make will automatically add a new row to your Coda table.
TRY IT ->Add new Clickup tasks to a table in a Coda doc
Every time a new task is created in Click Up, Make will automatically add that task to a new row in your Coda table.
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