ClearPoint Strategy and Salesflare
How to connect ClearPoint Strategy
- Via Zapier — 21 operations available. Set it up ↗
About ClearPoint Strategy
Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.
ClearPoint Strategy operations on Zapier
Triggers (8)
Start a workflow when this happens
- Element Added — Triggers when a new element is added.
- Element Edited — Triggers when an element in ClearPoint is edited.
- Element Updated — Triggers when an element in ClearPoint is updated.
- Notification Fired — Triggers when a ClearPoint notification is fired.
- Reporting Frequency Added — Triggers when a new reporting frequency is added.
Show 3 more triggers
- Reporting Period Added — Triggers when a new reporting period is created.
- Status Added — Triggers when a new status option is created.
- User Added — Triggers when a new user is created.
Actions (6)
Things Salesflare can make it do
- Add Element — Adds an element in ClearPoint.
- Add User — Adds a new user to ClearPoint.
- Edit Element — Edits an element in ClearPoint.
- Edit User — Edits a user in ClearPoint.
- Update Element — Updates an element in ClearPoint.
Show 1 more actions
- Update Measure Data — Updates measure data in ClearPoint.
Searches (7)
Look up existing records
- Find Element — Find an element in ClearPoint by name and optionally by scorecard.
- Find by External ID — Finds an element in ClearPoint by external ID.
- Get Custom Field Data — Gets element custom field data by ID.
- Get Element Status — Gets the status for an element for a specific reporting period.
- Get Element by ID — Gets an element in ClearPoint by ID.
Show 2 more searches
- Get Measure Data — Gets measure data for an element.
- List Elements — Lists all elements in the ClearPoint by element type.
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