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CoordinateHQ and Salesflare

Project Management coordinatehq.com ↗

How to connect CoordinateHQ

What you can automate

  • When comment Added in CoordinateHQ, create internal note in Salesflare.
  • When task Created in CoordinateHQ, create task in Salesflare.
  • When task Group Created in CoordinateHQ, create task in Salesflare.
  • When task Group Updated in CoordinateHQ, create task in Salesflare.
  • When task Updated in CoordinateHQ, create task in Salesflare.
  • When new Account in Salesflare, create Organization in CoordinateHQ.

About CoordinateHQ

Coordinate is a collaborative project management platform for you and your customers.

CoordinateHQ operations on Zapier

Triggers (11)

Start a workflow when this happens

  • Comment Added — Triggers when a user adds a new comment or note to an object in Coordinate.
  • Goal Created — Triggers when a new Goal is added to a Project in Coordinate.
  • Goal Updated — Triggers when a Goal's details are changed in Coordinate.
  • Project Created — Triggers when a new Project is added in Coordinate.
  • Project Created — Triggers when a new Project is added in Coordinate.
Show 6 more triggers
  • Project Updated — Triggers when a Project is updated in Coordinate.
  • Project Updated — Triggers when Project details are updated in Coordinate.
  • Task Created — Triggers when a new task has been created in Coordinate.
  • Task Group Created — Triggers when a new Task Group is created in Coordinate.
  • Task Group Updated — Triggers when a Task Group is updated in Coordinate.
  • Task Updated — Triggers when Task details or status are updated in Coordinate.

Actions (13)

Things Salesflare can make it do

  • Apply Template to Project — Applies a Template to the Project
  • Create Goal — Creates a Goal on the Project
  • Create Group — Creates a Group on the Project
  • Create Organization — Creates an Organization
  • Create Project — Creates a Project
Show 8 more actions
  • Create Stakeholder — Creates a Stakeholder inviting them to the Project
  • Create Task — Creates a Task on a Project
  • Create/Update Project Page — Create or update a Project Page.
  • Get Project — Gets a Project by Project ID
  • Get Project by External ObjectID — Gets a project by the External ObjectID
  • Update Project — Updates a Project
  • Update Project Set Custom Field — Updates a Project
  • Verify Project Doesn't Exist — Verify Project Does Not Exist By ObjectID

Searches (3)

Look up existing records

  • Get Collaborators on Project — Returns a list of Collaborators on a given Project
  • Get Project Page Content — Returns the contents of a Project Page
  • Get Project Pages — Returns pages on the project.

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