CoordinateHQ + Microsoft Excel

CoordinateHQ + Microsoft Excel integrations

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 RowTriggers when a row is added or updated in a worksheet.
TriggerPolling
automatically do this!
Create ProjectCreates a Project
ActionWrite

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More things you can do with Microsoft Excel and CoordinateHQ

Discover other triggers and actions you can use with Microsoft Excel and CoordinateHQ

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
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
Try It
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 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

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
Comment Added
Triggers when a user adds a new comment or note to an object in Coordinate.
Trigger
Instant
Try It
Project Updated
Triggers when a Project is updated in Coordinate.
Trigger
Instant
Try It
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
Try It
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 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

About CoordinateHQ

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

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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

Microsoft

Spreadsheets

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