Core-Strategy + OnePlan
Create OnePlan plans when new Core-Strategy objectives are created
This Zap will automatically create a OnePlan plan when a new Core-Strategy objective is created. This integration allows for enhanced tracking and management of these objectives in OnePlan, providing you and your team with increased productivity.
This Zap will automatically create a OnePlan plan when a new Core-Strategy objective is created. This integration allows for enhanced tracking and management of these objectives in OnePlan, providing you and your team with increased productivity.
- When this happens...Create New Objective & Key Results
Triggers when there is a new Objective & Key Results(OKR) created within the organization.
- automatically do this...Get Plan Type Guid by Name
Retrieve an id for a plan type given the plan type name.
- then do this!Create Plan
Creates a new plan in OnePlan.
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Create New Driver
Triggers when there is a new driver created within the organization.
Try ItCreate New Objective & Key Results
Triggers when there is a new Objective & Key Results(OKR) created within the organization.
Try ItNotify Goals Which Are at Risk
Triggers when a goal status change to at risk.
Try ItNotify Strategic Initiatives Which Are at RISK
Triggers when a Strategic Initiative(SI) status change to at risk.
Try It
Create New Goal
Triggers when there is a new goal created within the organization.
Try ItCreate New Strategic Initiative
Triggers when there is a new Strategic Initiative created within the organization.
Try ItNotify Objective & Key Results Which Are at RISK
Triggers when a Objective and key results(OKR) status change to at risk.
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