Put ClearPoint Strategy to work with AI and enterprise-grade automation
Automate smarter with ClearPoint Strategy and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Gmail
Email, Google
Google Calendar
Calendar, Google
MySQL
Databases
SQL Server
Databases
Odoo ERP Self Hosted
CRM (Customer Relationship Management)
Gmail
Email, Google
Google Calendar
Calendar, Google
MySQL
Databases
SQL Server
Databases
Odoo ERP Self Hosted
CRM (Customer Relationship Management)
Gmail
Email, Google
Google Calendar
Calendar, Google
MySQL
Databases
SQL Server
Databases
Odoo ERP Self Hosted
CRM (Customer Relationship Management)
Join millions worldwide who automate their work using Zapier
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.
- Element TypeRequired
- Scorecard
- Owner
- Added By
Try ItTriggerInstant- Element TypeRequired
- Scorecard
- Owner
- Updated By
- Reporting Period
- Status
Try ItTriggerInstant- Status Added
Triggers when a new status option is created.
Try ItTriggerInstant - Notification ID
Try ItTriggerInstant
- Element TypeRequired
- Scorecard
- Owner
- Edited By
Try ItTriggerInstant- Reporting Period Added
Triggers when a new reporting period is created.
Try ItTriggerInstant - User Added
Triggers when a new user is created.
Try ItTriggerInstant - Reporting Frequency Added
Triggers when a new reporting frequency is added.
Try ItTriggerInstant
For builders
Let your AI safely access ClearPoint Strategy
Go beyond Zap workflows. Install Zapier in your AI to call ClearPoint Strategy actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in ClearPoint Strategy from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose ClearPoint Strategy actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a ClearPoint Strategy connection @ https://zapier.com/es/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "clearpoint-strategy", owner: "me" });
await zapier.runAction({
app: 'clearpoint-strategy',
action: 'add_element',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
ClearPoint Strategy Help & Support
Common questions
Related categories