CoordinateHQ + Pipedrive
Create new projects in CoordinateHQ from new deals in Pipedrive
Automate your workflows between Pipedrive and CoordinateHQ with this streamlined solution. Whenever a new deal is confirmed in Pipedrive, a new project is seamlessly generated in CoordinateHQ. This is an effective tool for maintaining fast and efficient transfer of information between your sales and project management platforms, helping your team stay synchronized and focused on achieving business milestones.
Automate your workflows between Pipedrive and CoordinateHQ with this streamlined solution. Whenever a new deal is confirmed in Pipedrive, a new project is seamlessly generated in CoordinateHQ. This is an effective tool for maintaining fast and efficient transfer of information between your sales and project management platforms, helping your team stay synchronized and focused on achieving business milestones.
- When this happens...
New DealTriggers when a new deal is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ProjectCreates a Project
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Follower User IDRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Product IDRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project ID
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Comment Added
Triggers when a user adds a new comment or note to an object in Coordinate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
Triggers when a Project is updated in Coordinate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Goal Updated
Triggers when a Goal's details are changed in Coordinate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
Triggers when Project details are updated in Coordinate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Group Created
Triggers when a new Task Group is created in Coordinate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when Task details or status are updated in Coordinate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
Goal TitleRequired
Goal Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
External ObjectID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Stakeholder Email AddressRequired
Stakeholder Full Name
Stakeholder Invite Message
Stakeholder Role
Full Plan Access
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Page NameRequired
Page ContentRequired
Private Page?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External ObjectIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Custom Field NameRequired
Custom Field ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProejctIDRequired
Role
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal ID
Person ID
Organization ID
Product ID
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project IDRequired
Description
Done
Due Date
Assignee
Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
Project IDRequired
Done
TitleRequired
Description
Due Date
Parent Task ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject Created
Triggers when a new Project is added in Coordinate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Goal Created
Triggers when a new Goal is added to a Project in Coordinate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Created
Triggers when a new Project is added in Coordinate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Created
Triggers when a new task has been created in Coordinate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Group Updated
Triggers when a Task Group is updated in Coordinate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
Template NameRequired
Template Date
Template Date Title
Stakeholder ID
Stakeholder Task Assignment List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Group TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Task TitleRequired
Task Description
Group ID
Task Due Date
Group Title
Stakeholder ID or Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Project Description
Project Start Date
Project End Date
Project Effort
Project Summary
Project Name
Project Status
External ObjectID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External ObjectIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Page NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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