Microsoft Power Automate is an automation tool that allow you to integrate applications. In this example, we will walk through how to create new tasks in Asana when an initiative is added in ClearPoint.
Using ClearPoint and Microsoft Power Automate
Open Microsoft Power Automate
Click Create in the left hand menu
Select Instant Flow
Enter a Flow name
Select When an HTTP request is received as the flow trigger
Click Create to add the Flow
Click on When an HTTP request is received to make the menu expand
Paste this JSON code into the Request Body JSON box
Click New Step
In Choose an Action, select HTTP
Set the method to GET
Type this URL https://app.clearpointstrategy.com/api/v1/initiatives/
Select Object Id from the list
To the right of the Headers, enter the Access Key and Secret Key by pasting the values from the API Keys in ClearPoint.
This step will help retrieve information about your Initiative from ClearPoint
Please visit our Help Center article on Getting API Keys for more information.
Click Add an Action
Select Parse JSON
For Content, select Body
For Schema, paste the JSON code from this file
Click Add an Action
Select Asana
Connect to your Asana account
For Task name, select name from the list
This will pull the Initiative name from ClearPoint
Click Save to save your flow
Once saved, go back to the first tile
The URL for the HTTP POST will be generated
Copy the URL
The following steps will help you create a Webhook in ClearPoint
Start by logging into ClearPoint Strategy at app.clearpointstrategy.com/#/home
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, ‘Asana Webhook’.
In the URL field, paste in the Custom Webhook URL that you copied from in the previous steps.
Under Options, select to Fire on Scorecard Changes
Use the dropdown menu to select the Scorecard you want to integrate with Asana
Select the Type of change, in this example, ‘Add’.
Once you are done, click Save
When a new initiative is added to the Integrations scorecard, a new task with the same name will be created in the selected Asana board!
As a reminder, this is just one example of how ClearPoint can be configured with other applications for custom integrations.
For more information, please visit our Help Center articles on Using ClearPoint and Zapier and Configuring Direct Connections and Integrations.