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Integrations · Other

Connect SeekTable to Coherence.

Generate and automate reports from SeekTable. 2 triggers can start a workflow, and 2 actions can run inside one.

New CSV CubeCreate a Coherence record
A Coherence record changesUpload CSV File
New ReportUpdate a Coherence record
A Coherence workflow runsShare Report by Email

TRIGGERS AND ACTIONS

Everything SeekTable can do in a workflow.

Triggers start a workflow when something happens in SeekTable. Actions are the steps a workflow can run there.

Triggers · 2New CSV CubeNew Report
Actions · 2Upload CSV FileShare Report by Email

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with SeekTable.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring SeekTable activity into CoherenceStart from a supported SeekTable event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with · New CSV Cube
or New Report
Finishes with · Create or update a Coherence record
Act in SeekTable from a Coherence workflowUse a change in Coherence to run a supported SeekTable action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Upload CSV File
or Share Report by Email
Connect SeekTable to the wider customer workflowCombine SeekTable with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with · New CSV Cube
or New Report
Finishes with · Upload CSV File, then preserve the outcome in Coherence
or Share Report by Email

SET UP

How to connect SeekTable.

The exact authentication fields depend on SeekTable. The workflow structure stays straightforward.

1Connect the accountAuthorize the SeekTable account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with SeekTable or provide a complementary trigger or action.

QUESTIONS

SeekTable integration questions.

What can I automate with the SeekTable integration?

SeekTable currently provides 2 triggers that can start a workflow and 2 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.

How many SeekTable triggers and actions are available?

SeekTable currently lists 2 triggers and 2 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can SeekTable connect to other apps through Coherence?

Yes. A workflow can combine supported SeekTable triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect SeekTable?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect SeekTable?

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