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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Formsite with CoordinateHQ - no code necessary. See how you can get setup in minutes.

Select a trigger from Formsite

A trigger is an event that starts your Zap and runs the workflow. For example, with Formsite, a trigger could be "New Form Result."

A trigger is the event that kicks off your automated workflow.

Setup an action from CoordinateHQ

An action is what takes place after the automation is triggered. For example, with CoordinateHQ, the action could be "Apply Template to Project."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Formsite to CoordinateHQ

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Formsite to CoordinateHQ integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Formsite and CoordinateHQ to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Form
  Required
Trigger
Instant
Try It
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
  Required
- 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
  Required
- 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
  Required
- Project Status
- External ObjectID
Action
Write
- External ObjectID
Action
Write
- Project ID
  Required
- Page Name
  Required
Action
Search

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
Action
Write
- Project ID
  Required
- Custom Field Name
  Required
- Custom Field Value
  Required
Action
Write
- Project ID
  Required
- Role
Action
Search
- Project ID
  Required
Action
Search

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn moreLearn more

Related categories

Forms & Surveys

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About CoordinateHQ

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

Related categories

Project Management

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