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Hey there, welcome to the ClearPoint Strategy Support Center!
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webhooks-care-package
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Packages - Tagging
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This article explains how to group elements (tagging) in ClearPoint.
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Packages - Embed Codes
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This article explains how to share your ClearPoint Charts on intranets or public facing platforms.
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Packages - Reporting Workflows
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This article explains what are Reporting Workflows and how you can easily create them in ClearPoint.
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Packages - Project Evaluations
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This article explains what are Project Evaluations and how you can easily create them in ClearPoint.
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Packages - Summary Reports
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This article explains what are Summary Reports and how you can easily create Summary Reports in ClearPoint.
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Packages - Measure Library
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This article walks through the Measure Library and how to use it in ClearPoint.
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Packages - Bulk Changes Scripts
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This article explains how to make widespread changes to your ClearPoint account using Bulk Changes Scripts.
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Packages - ClearPoint Data Loader
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Packages
can be reused, so you only need to set up the mappings once
Automation & Integration - Using ClearPoint and Zapier
Webhooks
… Log in to Zapier Click on Create Zap Select Trigger Use the Search bar to find
Webhooks
… System Setup You will find Integrations under Enterprise Features Navigate to the
Webhooks
Access the API - Using ClearPoint and Microsoft Power Automate
System Setup You will find Integrations under Enterprise Features Navigate to the
Webhooks