Connect CoordinateHQ and Keap

Both apps 64CoordinateHQ 25Keap 39

• Trigger
  Comment Added

  Triggers when a comment is added to a project, or to one of its tasks or goals.

• Trigger
  Goal Created

  Triggers when a new goal is added to a project in Coordinate.

• Trigger
  Goal Updated

  Triggers when a goal's details change in Coordinate.

• Trigger
  Project Created

  Triggers when a new project is added in Coordinate.

• Trigger
  Project Updated

  Triggers when a project is updated in Coordinate.

• Trigger
  Task Created

  Triggers when a new task is created in Coordinate.

• Trigger
  Task Group Created

  Triggers when a new task group is created on a project.

• Trigger
  Task Group Updated

  Triggers when a task group on a project is updated.

• Trigger
  Task Updated

  Triggers when a task's details or status change in Coordinate.

• Action
  Apply Template to Project

  Applies a template (playbook) of tasks to an existing project.

• Action
  Create Goal

  Creates a goal on a project.

• Action
  Create Group

  Creates a task group on a project.

• Action
  Create Organization

  Creates an organization.

• Action
  Create Project

  Creates a project, optionally applying a template and inviting a stakeholder.

• Action
  Create Stakeholder

  Invites a stakeholder to a project.

• Action
  Create Task

  Creates a task on a project.

• Action
  Create/Update Project Page

  Creates a project page, or overwrites it if a page with that name exists.

• Action
  Get Collaborators on Project

  Returns the stakeholders (collaborators) on a project.

• Action
  Get Project

  Returns one project by its ID.

• Action
  Get Project by External ObjectID

  Returns the projects carrying an external ID you set.

• Action
  Get Project Page Content

  Returns the content of a project page.

• Action
  Get Project Pages

  Returns the names of the pages on a project.

• Action
  Update Project

  Updates a project's details; only the fields you fill in change.

• Action
  Update Project Set Custom Field

  Sets one custom field value on a project.

• Action
  Verify Project Doesn't Exist

  Checks whether any project already carries an external ID, so you can avoid creating a duplicate.

• Trigger
  New Contact

  Polling trigger: fires when a new contact is created in Keap.

• Trigger
  Updated Contact

  Polling trigger: fires when a contact is updated in Keap.

• Action
  Add contact to campaign sequence

  Adds one or more contacts to a sequence in a Keap campaign and returns the result for each contact.

• Action
  Add order

  Creates a one-time order for a contact in Keap, with its order items.

• Action
  Add product

  Creates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings.

• Action
  Apply Tag to Contact

  Apply one or more tags to a contact.

• Action
  Create Company

  Create a new company.

• Action
  Create Contact

  Create a new Keap contact.

• Action
  Create Contact Custom Field

  Create a new custom field on the contact model.

• Action
  Create Note

  Create a note attached to a contact.

• Action
  Create Opportunity

  Create a sales opportunity.

• Action
  Create Tag

  Create a new tag, optionally in a category.

• Action
  Create Task

  Create a task, optionally linked to a contact.

• Action
  Delete Contact

  Delete a Keap contact by ID.

• Action
  Delete note

  Deletes a note from a Keap contact's record.

• Action
  Delete task

  Deletes a task in Keap by its ID.

• Action
  Get company

  Returns a single Keap company by its ID, including address, contact details and custom fields.

• Action
  Get Contact

  Retrieve a Keap contact by ID.

• Action
  Get Contact Tags

  List tags applied to a contact.

• Action
  Get note

  Returns a single note on a Keap contact, including its title, text, type and assigned user.

• Action
  Get opportunity

  Returns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values.

• Action
  Get order

  Returns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information.

• Action
  Get product

  Returns a single Keap product by its ID, including price, inventory, options and subscription plans.

• Action
  Get task

  Returns a single Keap task by its ID, including its title, due time, priority, assignee and completion status.

• Action
  List campaigns

  Returns the campaigns in your Keap account, optionally filtered by name and sorted.

• Action
  List Companies

  List companies.

• Action
  List Contact Custom Fields

  Retrieve the contact model including custom fields.

• Action
  List Contacts

  List Keap contacts, optionally filtered by email.

• Action
  List notes

  Returns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range.

• Action
  List products

  Returns a list of products in your Keap account, optionally filtered by name.

• Action
  List Tags

  List all tags.

• Action
  List users

  Returns the users of the Keap account, optionally filtered by email or name.

• Action
  Remove Tag from Contact

  Remove a tag from a contact.

• Action
  Send email

  Sends an email from a Keap user to one or more contacts.

• Action
  Update company

  Updates an existing company in Keap with the values you provide; fields left blank are not changed.

• Action
  Update Contact

  Update an existing Keap contact by ID.

• Action
  Update note

  Updates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user.

• Action
  Update opportunity

  Updates an existing opportunity in Keap, changing only the details you fill in.

• Action
  Update task

  Updates an existing task in Keap, changing only the details you provide.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.