Zapier enables you to streamline workflows by connecting different applications using trigger and action events - all with code-free integrations. It's easy to use and can save you a lot of time.
Zapier Trigger or Action
Within Zapier, you can create a Zap by connecting ClearPoint with another application. There are over 6,000 different apps that you can connect with Zapier.
An example of creating a Zap with ClearPoint and Slack would be the creation of a new ClearPoint Objective, Measure, or Initiative causing a new message to be sent over a Slack channel.
The creation of the ClearPoint Objective, Measure, or Initiative is the trigger event and the message being sent over Slack is the action.
The opposite Zap could also be set up using ClearPoint and Slack. This time, a new message being sent within a particular Slack channel will cause either a new objective, measure, or initiative to be created in ClearPoint.
The message being sent in the Slack channel is the trigger event and the creation of the objective, measure, or initiative is the action.
Webhooks
In this example, we are going to create a Webhook between ClearPoint and Slack.
Log in to Zapier
Click on Create Zap
Select Trigger
Use the Search bar to find Webhooks by Zapier
Under Event select Catch Hook
Click the blue button to Continue
We are going to leave Pick off a Child Key blank and click Continue
Copy the custom webhook URL
Navigate to ClearPoint
From the Control Panel select System Settings
Select System Setup
You will find Integrations under Enterprise Features
Navigate to the Webhooks tab
Click on the Plus icon to add a new Webhook
Under Name, enter the name of the new Webhook, in this example, ‘Zapier Webhook’.
In the URL field, paste in the Custom Webhook URL that you copied from Zapier.
Under Options, select to Fire on Scorecard Changes
Use the dropdown menu to select the Scorecard you would like to ‘watch’
Select the Type of change, in this example, ‘Add’.
Once you are done, click Save
To test the webhook, first go to the scorecard you selected in ClearPoint and add a new element.
Head back to Zapier, click on Find new records
Click on Continue with selected record
Under Change action select Slack
Under Event select Send Channel Message and click Continue
Confirm your account by clicking Continue
Fill in the required fields with Channel, Message Text, and click Continue
Once you are done with your selection, click Test step
When you are done, click Publish
