ClearPoint Strategy + Slack

Send channel messages in Slack when new elements are added in ClearPoint Strategy

Stay ahead with top-notch connectivity between ClearPoint Strategy and Slack. When a new element is added in ClearPoint Strategy, an instant message pops up in your chosen Slack channel. This seamless communication process keeps your team in the loop about strategic plan updates, freeing you to focus on strategy development and significantly slashing the task of manual updates.

When this happens...
Element Added
Triggers when a new element is added.
TriggerInstant
automatically do this!
Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWrite

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Supported triggers and actions

What does this mean?

- Element TypeRequired
Trigger
Instant
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- Element TypeRequired
Trigger
Instant
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Status Added
Triggers when a new status option is created.
Trigger
Instant
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Notification Fired
Triggers when a ClearPoint notification is fired.
Trigger
Instant
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- Element TypeRequired
- ScorecardRequired
Action
Write

- Element TypeRequired
- Element IDRequired
Action
Write
- Element TypeRequired
- Element IDRequired
Action
Write

- ClearPoint Element TypeRequired
- External ApplicationRequired
- External Element TypeRequired
- External Element IDRequired
Action
Search
- Trigger for Bot Messages?
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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- Reaction
- Channel
- User
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- Raw Request User Info
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

- Element TypeRequired
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
- UserRequired
Action
Write
- Element NameRequired
- Scorecard
- Element Type
Action
Search
- Element TypeRequired
- Element IDRequired
Action
Search
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
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- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
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New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

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.

Related categories

Dashboards

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more Help

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ClearPoint Strategy + Slack

Send channel messages in Slack when new elements are added in ClearPoint Strategy

Element Added

Element Updated

Element TypeRequired

Status Added

Notification Fired

Add Element

Element TypeRequired

ScorecardRequired

Edit Element

Element TypeRequired

Element IDRequired

Update Element

Element TypeRequired

Element IDRequired

Find by External ID

ClearPoint Element TypeRequired

External ApplicationRequired

External Element TypeRequired

External Element IDRequired

New Public Message Posted Anywhere

Trigger for Bot Messages?

New Message Posted to Channel

ChannelRequired

Trigger for Bot Messages?

New File

Channel

User Name

Shared

New Message Posted to Private Channel

ChannelRequired

Trigger for Bot Messages?

New Reaction Added

Reaction

Channel

User

New User

Invite User To Channel

ChannelRequired

UsersRequired

Send Direct Message

Send Multi Message

Message TextRequired

Send as a bot?

Bot Name

Bot Icon

Include a link to this Zap?

Attach Image by URL

Auto-Expand Links?

Link Usernames and Channel Names?

Schedule At

Zap Id

Send Private Channel Message

ChannelRequired

Message TextRequired

Send as a bot?

Bot Name

Bot Icon

Include a link to this Zap?

Attach Image by URL

Auto-Expand Links?

Link Usernames and Channel Names?

Schedule At

Zap Id

File

Thread

Send Channel Message?

Update Profile

First Name

Last Name

Title

Email

User

API Request (Beta)

Raw Request User Info

Api Docs Info