Connect Space by Zapier 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 Launch" from Space by Zapier.

Add your action

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

You’re connected!

Zapier seamlessly connects Space by Zapier 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.

- Filter Events From
Trigger
Polling
Try It
- 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

- API token
  Required
- Filter Events From
  Required
Trigger
Polling
Try It
- Element Type
  Required
- Scorecard
- Owner
- Edited By
Trigger
Instant
Try It
Reporting Period Added
Triggers when a new reporting period is created.
Trigger
Instant
Try It
User Added
Triggers when a new user is created.
Trigger
Instant
Try It
Reporting Frequency Added
Triggers when a new reporting frequency is added.
Trigger
Instant
Try It
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

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Customers have created over 25 million Zaps on the platform

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Connect Space by Zapier 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 Space by Zapier 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 Space by Zapier

Space is an experiment that helps you stay up to date on the latest space launches.

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Related categories

Event 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.