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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 "Element Added" from ClearPoint Strategy.

Add your action

An action happens after the trigger—such as "Create Drivers" in Core-Strategy.

You’re connected!

Zapier seamlessly connects ClearPoint Strategy and Core-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.

- Element Type
  Required
- Scorecard
- Owner
- Added By
Trigger
Instant
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- Element Type
  Required
- Scorecard
- Owner
- Updated By
- Reporting Period
- Status
Trigger
Instant
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Status Added
Triggers when a new status option is created.
Trigger
Instant
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- Notification ID
Trigger
Instant
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- 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
Create New Goal
Triggers when there is a new goal created within the organization.
Trigger
Instant
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Create New Strategic Initiative
Triggers when there is a new Strategic Initiative created within the organization.
Trigger
Instant
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Notify Objective & Key Results Which Are at RISK
Triggers when a Objective and key results(OKR) status change to at risk.
Trigger
Instant
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- Title
  Required
- Description
  Required
- From
  Required
- To
  Required
- Status
- Priority
- External Factor
Action
Write
- Title
  Required
- Description
- From Date
  Required
- To Date
  Required
- Priority
- Status
- Measure Period
- Period Value
- Measure Type
- Revenue Type
- Target Value
- Actual Value
- Score
- Strategic Initiative
Action
Write
- Title
  Required
- Description
- From Date
  Required
- To Date
  Required
- Priority
- Status
- Target Value
- Actual Value
- Score
- Strategic Initiative
Action
Write

- Element Type
  Required
- Scorecard
- Owner
- Edited By
Trigger
Instant
Try It
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
- 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
Create New Driver
Triggers when there is a new driver created within the organization.
Trigger
Instant
Try It
Create New Objective & Key Results
Triggers when there is a new Objective & Key Results(OKR) created within the organization.
Trigger
Instant
Try It
Notify Goals Which Are at Risk
Triggers when a goal status change to at risk.
Trigger
Instant
Try It
Notify Strategic Initiatives Which Are at RISK
Triggers when a Strategic Initiative(SI) status change to at risk.
Trigger
Instant
Try It
- Title
  Required
- Description
- From
  Required
- To
  Required
- Performance Criteria
- Perspective
- Status
- Priority
- Desired Outcome
- Term
Action
Write
- Organization Level
- Name
- Address
- City
- State
- Country
- Zipcode
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Contact Number
- Designation
Action
Write

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Customers who say using Zapier has made them better at their job

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

Connect ClearPoint Strategy and Core-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

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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 ClearPoint Strategy to Core-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 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.

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About Core-Strategy

Core strategy allows enterprises to align everyone in realtime with the organization's long term strategic vision, and planning.