Using ClearPoint and Zapier
This article explains the types of integrations you can create between ClearPoint and Zapier.
Fernando Montenegro
11 steps
22 seconds
Zapier
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Zapier helps you streamline workflows by connecting ClearPoint with thousands of other applications through triggers and actions—no coding required.
Zapier Triggers and Actions
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A **Zap** is an automated workflow that connects two or more applications. Each Zap includes: - A **Trigger** — the event that starts the workflow - An **Action** — what happens after the trigger fires Zapier supports 8,000+ apps, allowing you to create flexible cross-platform automations.
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## Example: ClearPoint → Slack - **Trigger:** A new Objective, Measure, or Initiative is created in ClearPoint - **Action:** A message is automatically posted to a Slack channel ## Example: Slack → ClearPoint - **Trigger:** A new Slack message is posted in a specific channel - **Action:** A new Objective, Measure, or Initiative is created in ClearPoint This two-way flexibility allows your teams to automate tasks in whichever direction makes sense for your workflow.
Creating a Webhook (ClearPoint → Zapier → Slack)
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In this example, you’ll create a Zap that listens for ClearPoint scorecard changes and sends a Slack channel message when a new element is added.
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## Step 1 — Create a Webhook Trigger in Zapier - Log in to **Zapier**. - Click **Create Zap**. - Under **Trigger**, search for **Webhooks by Zapier**. - Under **Event**, select **Catch Hook**. - Click **Continue**. - Leave **Pick off a Child Key** blank and click **Continue**. - Copy the **Custom Webhook URL** Zapier provides.
Step 2 — Add the Webhook in ClearPoint
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1. In ClearPoint, open **Settings** from the top navigation. 2. Select **Integrations**.
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1. Navigate to the **Webhooks** tab. 2. Click the **Add Webhook** (+) icon.
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## Configure the Webhook 1. Enter a **Name** (e.g., *Zapier Webhook*). 2. In the **URL** field, paste the Custom Webhook URL from Zapier. 3. Under **Options**, configure when the webhook should be triggered: - **Trigger on:** Scorecard Changes - **Scorecard:** Select the Scorecard you want Zapier to monitor - **Type of Change:** Select the type of changes that will trigger the webhook. 4. Click **Save**.
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## Step 3 — Test the Webhook Connection 1. In ClearPoint, go to the Scorecard you selected. 2. Add a new element to trigger the webhook. 3. Return to Zapier and click **Test trigger**. 4. Select the record Zapier finds and click **Continue**.
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# Step 4 — Add the Slack Action 1. Under **Action**, search for and select **Slack**. 2. Under **Event**, select **Send Channel Message**. 3. Click **Continue**. 4. Connect or confirm your Slack account. 5. Fill in the required fields: - **Channel** - **Message Text** 6. Click **Continue**. 7. Click **Test step** to verify the Slack message is sent. 8. When the test is successful, click **Publish**.
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💡 Your Zap is now active and will send a Slack message whenever the webhook detects changes in your selected Scorecard.
Using ClearPoint and Zapier
This article explains the types of integrations you can create between ClearPoint and Zapier.
Fernando Montenegro
11 steps
22 seconds
Zapier
1
Zapier helps you streamline workflows by connecting ClearPoint with thousands of other applications through triggers and actions—no coding required.
Zapier Triggers and Actions
2
A **Zap** is an automated workflow that connects two or more applications. Each Zap includes: - A **Trigger** — the event that starts the workflow - An **Action** — what happens after the trigger fires Zapier supports 8,000+ apps, allowing you to create flexible cross-platform automations.
3
## Example: ClearPoint → Slack - **Trigger:** A new Objective, Measure, or Initiative is created in ClearPoint - **Action:** A message is automatically posted to a Slack channel ## Example: Slack → ClearPoint - **Trigger:** A new Slack message is posted in a specific channel - **Action:** A new Objective, Measure, or Initiative is created in ClearPoint This two-way flexibility allows your teams to automate tasks in whichever direction makes sense for your workflow.
Creating a Webhook (ClearPoint → Zapier → Slack)
4
In this example, you’ll create a Zap that listens for ClearPoint scorecard changes and sends a Slack channel message when a new element is added.
5
## Step 1 — Create a Webhook Trigger in Zapier - Log in to **Zapier**. - Click **Create Zap**. - Under **Trigger**, search for **Webhooks by Zapier**. - Under **Event**, select **Catch Hook**. - Click **Continue**. - Leave **Pick off a Child Key** blank and click **Continue**. - Copy the **Custom Webhook URL** Zapier provides.
Step 2 — Add the Webhook in ClearPoint
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1. In ClearPoint, open **Settings** from the top navigation. 2. Select **Integrations**.
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1. Navigate to the **Webhooks** tab. 2. Click the **Add Webhook** (+) icon.
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## Configure the Webhook 1. Enter a **Name** (e.g., *Zapier Webhook*). 2. In the **URL** field, paste the Custom Webhook URL from Zapier. 3. Under **Options**, configure when the webhook should be triggered: - **Trigger on:** Scorecard Changes - **Scorecard:** Select the Scorecard you want Zapier to monitor - **Type of Change:** Select the type of changes that will trigger the webhook. 4. Click **Save**.
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## Step 3 — Test the Webhook Connection 1. In ClearPoint, go to the Scorecard you selected. 2. Add a new element to trigger the webhook. 3. Return to Zapier and click **Test trigger**. 4. Select the record Zapier finds and click **Continue**.
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# Step 4 — Add the Slack Action 1. Under **Action**, search for and select **Slack**. 2. Under **Event**, select **Send Channel Message**. 3. Click **Continue**. 4. Connect or confirm your Slack account. 5. Fill in the required fields: - **Channel** - **Message Text** 6. Click **Continue**. 7. Click **Test step** to verify the Slack message is sent. 8. When the test is successful, click **Publish**.
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💡 Your Zap is now active and will send a Slack message whenever the webhook detects changes in your selected Scorecard.
