CoordinateHQ + eSignatures

CoordinateHQ + eSignatures integrations

Update eSignatures.io contracts when goals are updated in CoordinateHQ

Keep your contracts timely and organized with this streamlined workflow. When a goal is updated in the CoordinateHQ app, this simple automation instantly generates a new contract in the eSignatures.io app. This ensures your contracts stay in sync with your objectives, helping you save time and maintain accuracy across your business processes.

When this happens...
Goal UpdatedTriggers when a Goal's details are changed in Coordinate.
TriggerInstant
automatically do this!
Create ContractCreates a new contract.
ActionWrite

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More things you can do with CoordinateHQ and eSignatures

Discover other triggers and actions you can use with CoordinateHQ and eSignatures

Comment Added
Triggers when a user adds a new comment or note to an object in Coordinate.
Trigger
Instant
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Project Updated
Triggers when a Project is updated in Coordinate.
Trigger
Instant
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Goal Updated
Triggers when a Goal's details are changed in Coordinate.
Trigger
Instant
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Project Updated
Triggers when Project details are updated in Coordinate.
Trigger
Instant
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Task Group Created
Triggers when a new Task Group is created in Coordinate.
Trigger
Instant
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Task Updated
Triggers when Task details or status are updated in Coordinate.
Trigger
Instant
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- Project ID
  Required
- Goal Title
  Required
- Goal Description
Action
Write

- Organization Name
  Required
- External ObjectID
Action
Write
- Project ID
  Required
- Stakeholder Email Address
  Required
- Stakeholder Full Name
- Stakeholder Invite Message
- Stakeholder Role
- Full Plan Access
Action
Write
- Project ID
  Required
- Page Name
  Required
- Page Content
  Required
- Private Page?
Action
Write
- External ObjectID
  Required
Action
Write
- Project ID
  Required
- Custom Field Name
  Required
- Custom Field Value
  Required
Action
Write
- ProejctID
  Required
- Role
Action
Search
- Project ID
  Required
Action
Search
Contract Signed
Triggers when a contract is signed by all signers.
Trigger
Instant
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Delivery Failed
Triggers when a new error is thrown, e.g. when an email can't be delivered.
Trigger
Instant
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Project Created
Triggers when a new Project is added in Coordinate.
Trigger
Instant
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Goal Created
Triggers when a new Goal is added to a Project in Coordinate.
Trigger
Instant
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Project Created
Triggers when a new Project is added in Coordinate.
Trigger
Instant
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Task Created
Triggers when a new task has been created in Coordinate.
Trigger
Instant
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Task Group Updated
Triggers when a Task Group is updated in Coordinate.
Trigger
Instant
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- Project ID
  Required
- Template Name
  Required
- Template Date
- Template Date Title
- Stakeholder ID
- Stakeholder Task Assignment List
Action
Write
- Project ID
  Required
- Group Title
  Required
Action
Write
- Project Name
  Required
- Manager Email Address
  Required
- External ObjectID
- OrganizationID
- Template Name
- Template Date
- Template Date Title
- Stakeholder Email
- Stakeholder Task Assignment List
- Stakeholder Invite Message
- Suppress Invite Email
Action
Write
- Project ID
  Required
- Task Title
  Required
- Task Description
- Group ID
- Task Due Date
- Group Title
- Stakeholder ID or Role
Action
Write
- Project ID
  Required
Action
Write
- Project ID
  Required
- Project Description
- Project Start Date
- Project End Date
- Project Effort
- Project Summary
- Project Name
- Project Status
- External ObjectID
Action
Write
- External ObjectID
  Required
Action
Write
- Project ID
  Required
- Page Name
  Required
Action
Search
Contract Sent to a Signer
Triggers when a contract is sent to a signer.
Trigger
Instant
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Signature Received
Triggers when a contract is signed by a signer.
Trigger
Instant
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- Test Only
- Template
  Required
- Signer Name
  Required
- Signer Email
- Signer Mobile
- Signer Company Name
- Signer Redirect URL
- Signer Position
- Auto Sign
- Signer Name [2]
- Signer Email [2]
- Signer Mobile [2]
- Signer Company Name [2]
- Signer Redirect URL [2]
- Signer Position [2]
- Auto Sign [2]
- Signer Name [3]
- Signer Email [3]
- Signer Mobile [3]
- Signer Company Name [3]
- Signer Redirect URL [3]
- Signer Position [3]
- Auto Sign [3]
- Signer Name [4]
- Signer Email [4]
- Signer Mobile [4]
- Signer Company Name [4]
- Signer Redirect URL [4]
- Signer Position [4]
- Auto Sign [4]
- Signer Name [5]
- Signer Email [5]
- Signer Mobile [5]
- Signer Company Name [5]
- Signer Redirect URL [5]
- Signer Position [5]
- Auto Sign [5]
- Placeholder Fields
- Assigned User
- Contract Title
- Save as draft
- Language
- Metadata
- Sender Company Name
- Signer Field Default Values
- [DEPRECATED] Custom Fields
- [DEPRECATED] Email Subject - Signature request
- [DEPRECATED] Email Body - Signature request
- [DEPRECATED] Email Subject - Final signed document
- [DEPRECATED] Email Body - Final signed document
- [DEPRECATED] API Fields
Action
Write

About CoordinateHQ

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

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Related categories

Project Management

About eSignatures

ESignatures.io is a tool used for signing mobile friendly contracts over the web.

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Related categories

Signatures