CoordinateHQ + Microsoft Excel

Create new CoordinateHQ projects from updated Microsoft Excel rows

Streamline your project creation process with this workflow. As soon as you update a row in your Microsoft Excel spreadsheet, a corresponding project will be established in your CoordinateHQ app. This not only saves time but also maintains consistency across your management tools. Get rid of manual data entry and let this automation seamlessly integrate your Excel updates with your CoordinateHQ projects.

When this happens...
Updated Row
Triggers when a row is added or updated in a worksheet.
TriggerScheduled
automatically do this!
Create Project
Creates a Project
ActionWrite

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Supported triggers and actions

What does this mean?

- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

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
Try It
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
Try It
Task Updated
Triggers when Task details or status are updated in Coordinate.
Trigger
Instant
Try It
- Project IDRequired
- Goal TitleRequired
- Goal Description
Action
Write
- Organization NameRequired
- External ObjectID
Action
Write
- Project IDRequired
- Stakeholder Email AddressRequired
- Stakeholder Full Name
- Stakeholder Invite Message
- Stakeholder Role
- Full Plan Access
Action
Write
- Project IDRequired
- Page NameRequired
- Page ContentRequired
- Private Page?
Action
Write
- External ObjectIDRequired
Action
Write
- Project IDRequired
- Custom Field NameRequired
- Custom Field ValueRequired
Action
Write
- ProejctIDRequired
- Role
Action
Search
- Project IDRequired
Action
Search

- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
Project Created
Triggers when a new Project is added in Coordinate.
Trigger
Instant
Try It
Goal Created
Triggers when a new Goal is added to a Project in Coordinate.
Trigger
Instant
Try It
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
Try It
Task Group Updated
Triggers when a Task Group is updated in Coordinate.
Trigger
Instant
Try It
- Project IDRequired
- Template NameRequired
- Template Date
- Template Date Title
- Stakeholder ID
- Stakeholder Task Assignment List
Action
Write
- Project IDRequired
- Group TitleRequired
Action
Write
- Project NameRequired
- Manager Email AddressRequired
- 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 IDRequired
- Task TitleRequired
- Task Description
- Group ID
- Task Due Date
- Group Title
- Stakeholder ID or Role
Action
Write
- Project IDRequired
Action
Write
- Project IDRequired
- Project Description
- Project Start Date
- Project End Date
- Project Effort
- Project Summary
- Project Name
- Project Status
- External ObjectID
Action
Write
- External ObjectIDRequired
Action
Write
- Project IDRequired
- Page NameRequired
Action
Search

About CoordinateHQ

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

Related categories

Project Management

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

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CoordinateHQ + Microsoft Excel

Create new CoordinateHQ projects from updated Microsoft Excel rows

New Row

Storage Source

SpreadsheetRequired

WorksheetRequired

New Worksheet

Storage Source

Folder

SpreadsheetRequired

Add Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

Storage Source

Folder

TitleRequired

Column Headers

Zap Step Id

Find Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

Comment Added

Project Updated

Goal Updated

Project Updated

Task Group Created

Task Updated

Create Goal

Project IDRequired

Goal TitleRequired

Goal Description

Create Organization

Organization NameRequired

External ObjectID

Create Stakeholder

Project IDRequired

Stakeholder Email AddressRequired

Stakeholder Full Name

Stakeholder Invite Message

Stakeholder Role

Full Plan Access

Create/Update Project Page

Project IDRequired

Page NameRequired

Page ContentRequired

Private Page?

Get Project by External ObjectID

External ObjectIDRequired

Update Project Set Custom Field

Project IDRequired

Custom Field NameRequired

Custom Field ValueRequired

Get Collaborators on Project

ProejctIDRequired

Role

Get Project Pages

Project IDRequired

New Row in Table

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

TableRequired

Updated Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired