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Integrate Cascade Strategy Classic with Klipfolio to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Cascade Strategy Classic with Klipfolio - no code necessary. See how you can get setup in minutes.

Select a trigger from Cascade Strategy Classic

A trigger is an event that starts your Zap and runs the workflow. For example, with Cascade Strategy Classic, a trigger could be "New Goal."

A trigger is the event that kicks off your automated workflow.

Setup an action from Klipfolio

An action is what takes place after the automation is triggered. For example, with Klipfolio, the action could be "Add to Data Source."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cascade Strategy Classic to Klipfolio

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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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

Make work flow with AI

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

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Connect Cascade Strategy Classic and Klipfolio 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Cascade Strategy Classic and Klipfolio to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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
Try It
Goal Changed
Triggers when an existing goal is updated.
Trigger
Instant
Try It
Milestone Changed
Triggers when a milestone is updated.
Trigger
Instant
Try It
- Goal
  Required
- Value
  Required
- Date
  Required
- Type of History
  Required
Action
Write
- Goal Template
- 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
- 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
  Required
- Custom Fields
- Goal
  Required
- Risk
  Required
- Risk Title
  Required
- Risk Owner
- Risk Details
- Critical Risk
- Due Date
Action
Write

- Search Goal Title
  Required
Action
Search
- Data Source
  Required
- Data
  Required
Action
Write

New Update Added to Goal
Triggers when a new update is created.
Trigger
Instant
Try It
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
  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
- Co-Owners
Action
Write
- Task Template
  Required
- Custom Fields
- Goal
  Required
- Task
  Required
- Task Title
  Required
- Task Owner
- Task Due Date
- Task Start Date
- Task Weight
- Task Details
- Task Completion
Action
Write
- Data Source
  Required
- Data
  Required
Action
Write
- Data Source
  Required
Action
Write

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.

Related categories

Project Management

About Klipfolio

Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.

Related categories

Dashboards

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