Connect Cascade Strategy Classic and ClearPoint Strategy to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Goal" from Cascade Strategy Classic.

Add your action

An action happens after the trigger—such as "Add Element" in ClearPoint Strategy.

You’re connected!

Zapier seamlessly connects Cascade Strategy Classic and ClearPoint Strategy, 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.

New Goal
Triggers when a new goal is created.
Trigger
Instant
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Goal Changed
Triggers when an existing goal is updated.
Trigger
Instant
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Milestone Changed
Triggers when a milestone is updated.
Trigger
Instant
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- Goal
  Required
- Value
  Required
- Date
  Required
- Type of History
  Required
Action
Write
- Goal Template
  Required
- Custom Fields
- Action
  Required
- Details
  Required
- Initial
  Required
- Current Progress
  Required
- Weight
  Required
- Private Goal
  Required
- Start Date
  Required
- End Date
  Required
- Target
- Target Flow
- Tracking Curve
- Completion Criteria
- Goal Unit Name
- Parent Focus Areas
- Parent Goals
- Tracking Type
- Owner
  Required
- Co-Owners
Action
Write

- Task Template
  Required
- Custom Fields
- Task Owner
- Goal
  Required
- Task Due Date
- Task Start Date
- Task Weight
- Task Title
  Required
- Task Details
- Task Completion
Action
Write
- Risk Template
- Custom Fields
- Goal
  Required
- Risk
  Required
- Risk Title
- Risk Owner
- Risk Details
- Critical Risk
- Due Date
Action
Write

- Search Goal Title
  Required
Action
Search
- Element Type
  Required
- Scorecard
- Owner
- Edited By
Trigger
Instant
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Reporting Period Added
Triggers when a new reporting period is created.
Trigger
Instant
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User Added
Triggers when a new user is created.
Trigger
Instant
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Reporting Frequency Added
Triggers when a new reporting frequency is added.
Trigger
Instant
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Add User
Adds a new user to ClearPoint.
Action
Write
- User
  Required
Action
Write
- Element Name
  Required
- Element ID
  Required
- Measure Data
  Required
Action
Write
- ClearPoint Element Type
  Required
- External Application
  Required
- External Element Type
  Required
- External Element ID
  Required
Action
Search
- Element Type
  Required
- Element ID
  Required
Action
Search
- Element Type
  Required
- Element ID
  Required
Action
Search

New Update Added to Goal
Triggers when a new update is created.
Trigger
Instant
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New Issue
Triggers when a new issue is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Update Template
  Required
- Custom Fields
- Goal
  Required
- Update Details
Action
Write
- Risk Template
  Required
- Custom Fields
- Goal
  Required
- Risk Owner
- Risk Title
  Required
- Risk Details
- Critical Risk
- Due Date
Action
Write
- Goal
  Required
- Goal Template
- Custom Fields
- State
- Action
- Details
- Initial
- Current Progress
- Weight
- Private Goal
- Start Date
- End Date
- Target
- Target Flow
- Tracking Curve
- Completion Criteria
- Goal Unit Name
- Parent Focus Areas
- Parent Goals
- Tracking Type
- Owner
- Co-Owners
Action
Write
- Task Template
- Custom Fields
- Goal
  Required
- Task
  Required
- Task Title
- Task Owner
- Task Due Date
- Task Start Date
- Task Weight
- Task Details
- Task Completion
Action
Write
- Element Type
  Required
- Scorecard
- Owner
- Added By
Trigger
Instant
Try It
- Element Type
  Required
- Scorecard
- Owner
- Updated By
- Reporting Period
- Status
Trigger
Instant
Try It
Status Added
Triggers when a new status option is created.
Trigger
Instant
Try It
- Notification ID
Trigger
Instant
Try It
- Element Type
  Required
- Scorecard
  Required
Action
Write
- Element Type
  Required
- Element ID
  Required
Action
Write
- Element Type
  Required
- Element ID
  Required
Action
Write
- Element Name
  Required
- Scorecard
- Element Type
Action
Search
- Element Type
  Required
- Element ID
  Required
- Custom Field ID
  Required
- Reporting Period ID
Action
Search
- Element Type
  Required
- Element ID
  Required
- Reporting Period
  Required
Action
Search
- Element
  Required
- Scorecard
- Initiative
Action
Search

For AI agents & developers

Use Cascade Strategy Classic and ClearPoint Strategy with AI agents and code

Beyond Zap workflows. Call Cascade Strategy Classic and ClearPoint Strategy actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Cascade Strategy Classic and ClearPoint Strategy actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Goal History
Add Element

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Cascade Strategy Classic and ClearPoint Strategy actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* cascade-strategy-classic / clearpoint-strategy action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect Cascade Strategy Classic and ClearPoint Strategy 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 Cascade Strategy Classic to ClearPoint Strategy integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cascade Strategy Classic

Cascade is a strategy execution platform which helps organizations create, communicate and execute their strategic plans. For Cascade Strategy Classic users.

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Related categories

Project Management

About ClearPoint Strategy

Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.