CoordinateHQ + Salesforce

Create new CoordinateHQ projects from new Salesforce records

Whenever a new record appears in Salesforce, this workflow will streamline your process by promptly establishing a new project in CoordinateHQ. This provides a seamless connection between your sales records and project management, offering effortless organization and efficiency. Benefit from real-time updates, and ensure key data from your sales is immediately put into action as an actionable project in your management tool.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create Project
Creates a Project
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
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 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

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
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 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

About CoordinateHQ

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

Related categories

Project Management

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

CoordinateHQ + Salesforce

Create new CoordinateHQ projects from new Salesforce records

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Project Created

Goal Created

Project Created

Task Created

Task Group Updated

Apply Template to Project

Create Group

Create Project

Create Task

Get Project

Update Project

Verify Project Doesn't Exist

Get Project Page Content

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Comment Added

Project Updated

Goal Updated

Project Updated

Task Group Created

Task Updated

Create Goal

Create Organization

Create Stakeholder

Create/Update Project Page

Get Project by External ObjectID

Update Project Set Custom Field

Get Collaborators on Project

Get Project Pages

About CoordinateHQ

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces