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.
TriggerPolling
automatically do this!
Create Project
Creates a Project
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
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
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 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

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- 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
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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
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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CoordinateHQ + Microsoft Excel

Create new CoordinateHQ projects from updated Microsoft Excel rows

New Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

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

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

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

About CoordinateHQ

Related categories

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

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