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1. Choose trigger event

2. Choose action

1. Select the event

Setup

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Document Completed" from Signedly.

Add your action

An action happens after the trigger—such as "Apply Template to Project" in CoordinateHQ.

You’re connected!

Zapier seamlessly connects Signedly and CoordinateHQ, automating your workflow.

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.

Document Completed
Triggers when a document is signed by you or once all your signatory have signed the document.
Trigger
Polling
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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 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
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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
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

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

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Customers have created over 25 million Zaps on the platform

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

Connect Signedly 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.

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.

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.

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.

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.

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.

Make work flow with AI

Level up your Signedly 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

About Signedly

Signedly streamlines your signing process with e-signature technology, integrates with various apps, and ensures secure and fast document signing.

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Related categories

Signatures

About CoordinateHQ

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