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.

  1. When this happens...
    Core-StrategyCore-Strategy
    Create New Objective & Key Results

    Triggers when there is a new Objective & Key Results(OKR) created within the organization.

    TriggerInstant
  2. automatically do this...
    OnePlanOnePlan
    Get Plan Type Guid by Name

    Retrieve an id for a plan type given the plan type name.

    ActionSearch
  3. then do this!
    OnePlanOnePlan
    Create Plan

    Creates a new plan in OnePlan.

    ActionWrite
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Supported triggers and actions

  • Core-Strategy triggers, actions, and search

    Create New Goal

    Triggers when there is a new goal created within the organization.

    Trigger
    Instant
    Try It
  • Core-Strategy triggers, actions, and search

    Create New Strategic Initiative

    Triggers when there is a new Strategic Initiative created within the organization.

    Trigger
    Instant
    Try It
  • Core-Strategy triggers, actions, and search

    Notify Objective & Key Results Which Are at RISK

    Triggers when a Objective and key results(OKR) status change to at risk.

    Trigger
    Instant
    Try It
    • TitleRequired

    • DescriptionRequired

    • FromRequired

    • ToRequired

    • Status

    • Priority

    • External Factor

    Action
    Write
core-strategy logo
core-strategy logo

About Core-Strategy

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

Related categories

  • Project Management
oneplan logo
oneplan logo

About OnePlan

OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource and Work Management Platform that fits the needs of every organization.

Related categories

  • Project Management