Automation & integration - Using ClearPoint and Zapier
- Fernando Montenegro |
- 0 step |
- 6 minutes
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 within Zapier.
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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.
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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.
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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**
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