Rhythm and Salesflare

Project Management rhythmsystems.com ↗

How to connect Rhythm

Via Zapier — 132 operations available. Set it up ↗

What you can automate

When new Comment in Rhythm, create internal note in Salesflare.
When new Task in Rhythm, create task in Salesflare.
When new Task in Salesflare, create Task in Rhythm.

About Rhythm

Rhythm is a strategy execution platform. Automate goals, KPIs, tasks, meetings, and plans across your teams.

Rhythm operations on Zapier

Triggers (19)

Start a workflow when this happens

Deleted Annual Priority — Triggers when an Annual Priority is deleted in Rhythm.
Deleted Comment — Triggers when a comment is deleted in Rhythm.
Deleted KPI — Triggers when a KPI is deleted in Rhythm.
Deleted Quarter Priority — Triggers when a Quarter Priority is deleted in Rhythm.
Deleted Task — Triggers when a task is deleted in Rhythm.

Show 14 more triggers

Deleted Winning Move — Triggers when a Winning Move is deleted in Rhythm.
New Annual Priority — Triggers when an Annual Priority is created in Rhythm.
New Comment — Triggers when a comment is created in Rhythm.
New Goal Status — Triggers when a status update is posted for a goal of the selected type.
New KPI — Triggers when a KPI is created in Rhythm.
New Quarter Priority — Triggers when a Quarter Priority is created in Rhythm.
New Task — Triggers when a task is created in Rhythm.
New Winning Move — Triggers when a Winning Move is created in Rhythm.
Updated Annual Priority — Triggers when an Annual Priority is updated in Rhythm.
Updated Comment — Triggers when a comment is updated in Rhythm.
Updated KPI — Triggers when a KPI is updated in Rhythm.
Updated Quarter Priority — Triggers when a Quarter Priority is updated in Rhythm.
Updated Task — Triggers when a task is updated in Rhythm.
Updated Winning Move — Triggers when a Winning Move is updated in Rhythm.

Actions (65)

Things Salesflare can make it do

Add Followers — Add one or more users as followers of a Rhythm entity (goal, meeting, task, feedback, team, SWOT, or strategic plan).
Add Goals to Dashboard — Link one or more existing goals to a Rhythm dashboard.
Add Idea — Add an idea to a category on a Rhythm idea board.
Add Idea Category — Add a category to a Rhythm idea board.
Add Job Scorecard Responsibility — Add a responsibility to a job scorecard.

Show 60 more actions

Add Job Scorecard Skill — Add a skill to a job scorecard.
Add Meeting Agenda Item — Add an agenda item to a Rhythm meeting.
Add Meeting Attendee — Add one or more attendees to a Rhythm meeting. Already-attending users are skipped.
Copy Strategic Plan — Deep-copy a strategic plan to a new effective date (rolls the plan forward). Clones core values, competencies, and SWOT items.
Create Comment — Post a comment (or a reply) on a Rhythm goal, task, meeting, or other item.
Create Core Competency — Add a core competency to a strategic plan.
Create Core Value — Add a core value to a strategic plan.
Create Daily Huddle — Create a Daily Huddle note in Rhythm for the authenticated user.
Create Dashboard — Create a personal, team, or company-level Rhythm dashboard.
Create Feedback — Log a client or employee feedback item in Rhythm.
Create Final Status — Record the end-of-quarter final status (closing wrap-up) for a Rhythm goal. A goal can have at most one final status per quarter.
Create Goal — Create a Rhythm goal — KPI, Quarter Priority, Annual Priority, or Winning Move — with optional Red/Yellow/Green success criteria.
Create Idea Board — Create an idea board on a Rhythm meeting.
Create Job Scorecard — Create a job scorecard (role definition), optionally with initial skills and responsibilities.
Create KPI Target — Create a KPI Target on a strategic plan.
Create Meeting — Create a Rhythm meeting. The creator is automatically added as an attendee.
Create Parking Lot Item — Park a topic in the Rhythm parking lot for future consideration.
Create Planning Goal — Create a draft goal inside an annual plan's Plan Builder. The goal stays a draft until published.
Create SWOT Item — Add a strength, weakness, opportunity, or threat to a strategic plan.
Create Task — Create a Rhythm task, optionally attached to a goal and optionally repeating.
Create WIS Note — Create a Week in Sync (weekly) note in Rhythm. For Daily Huddle notes use Create Daily Huddle.
Link Goal to KPI Target — Link a KPI goal to a KPI Target so the target tracks the goal’s green criteria values. Names are kept in sync.
Link Goals — Add parent-child links between Rhythm goals.
Link Goals to Job Scorecard — Link one or more goals to a job scorecard as desired results. Already-linked goals are skipped.
Remove Followers — Remove one or more users as followers of a Rhythm entity (goal, meeting, task, feedback, team, SWOT, or strategic plan).
Remove Goals From Dashboard — Remove one or more goals from a Rhythm dashboard. The goals themselves are not deleted — only their links to the dashboard.
Remove Idea — Remove an idea from a Rhythm idea board.
Remove Idea Category — Remove a category from a Rhythm idea board. The ideas in the category are removed with it.
Remove Job Scorecard Property — Remove a skill or responsibility from a job scorecard.
Remove Meeting Agenda Item — Remove an agenda item from a Rhythm meeting.
Remove Meeting Attendee — Remove one or more attendees from a Rhythm meeting. The meeting owner cannot be removed.
Rename KPI Target — Rename a KPI Target. If a goal is linked to the target, the goal name is kept in sync.
Toggle Idea Like — Toggle the connected user's like on a Rhythm idea — likes it if not yet liked, unlikes it otherwise.
Unlink Goal From KPI Target — Remove the goal link from a KPI Target. The target keeps its existing cell values; only the goal reference is removed.
Unlink Goals — Remove parent-child links between Rhythm goals. Unlinking goals that are not linked is a no-op.
Unlink Goals From Job Scorecard — Unlink one or more goals from a job scorecard. Goals not currently linked are skipped.
Update Comment — Edit the body of an existing Rhythm comment (author or admin only).
Update Core Competency — Edit a core competency's statement, differentiator, or refinement. Only the fields you set are changed.
Update Core Value — Edit a core value's name, description, or behaviors. Only the fields you set are changed.
Update Daily Huddle — Update a Daily Huddle note. Only the fields you set are changed.
Update Existing Goal Status — Edit an existing Rhythm goal status entry (correct a color, value, or comment). Only the fields you set are changed. To post a new status update, use Update Goal Status instead.
Update Feedback — Update a Rhythm feedback item. Only the fields you set are changed.
Update Final Status — Revise an existing end-of-quarter final status for a Rhythm goal. Only the fields you set are changed.
Update Goal — Update a Rhythm goal — including marking it complete. Only the fields you set are changed.
Update Goal Status — Post a Red/Yellow/Green status update to a Rhythm goal (KPI, Quarter Priority, Annual Priority, or Winning Move).
Update Idea — Update an idea on a Rhythm idea board — rename, rescore, reassign, or move it to another category. Only the fields you set are changed.
Update Idea Board — Rename or reorder a Rhythm idea board. Only the fields you set are changed.
Update Idea Category — Rename or reorder a category on a Rhythm idea board. Only the fields you set are changed.
Update Job Scorecard — Update a job scorecard. Only the fields you set are changed.
Update Job Scorecard Property — Update the text of a skill or responsibility on a job scorecard.
Update KPI Target Value — Set or update a KPI Target cell value for a year column — push metric values from external systems. If the target has a linked goal, the goal’s green criteria for that year is updated too.
Update Meeting — Update a Rhythm meeting — including marking it complete. Only the fields you set are changed.
Update Meeting Agenda Item — Update a Rhythm meeting agenda item — including marking it done. Only the fields you set are changed.
Update Meeting Agenda Item Across Series — Update an agenda item on a recurring Rhythm meeting, applying the change to this occurrence, this and future occurrences, or every occurrence.
Update Parking Lot Item — Update a Rhythm parking lot item — including closing or reopening it. Only the fields you set are changed.
Update Planning Goal — Update a Plan Builder draft goal's name, description, owner, or team. Only the fields you set are changed.
Update SWOT Item — Edit the text, type, or order of a SWOT item. Only the fields you set are changed.
Update Strategic Plan — Update editable strategy fields on an existing strategic plan (field-level merge). To change the effective date, use Copy Strategic Plan.
Update Task — Update a Rhythm task — including marking it complete. Only the fields you set are changed.
Update WIS Note — Update a Week in Sync note. Only the fields you set are changed. For Daily Huddle notes use Update Daily Huddle.

Searches (48)

Look up existing records

Find Annual Plans — List annual plans for the company. Returns nothing (no error) when there are no matches.
Find Comments — List comments on a goal, meeting, task, or other entity. Returns nothing (no error) when there are no matches.
Find Companies — List companies the authenticated user belongs to. Returns nothing (no error) when there are no matches.
Find Core Competencies — List core competencies for a strategic plan. Returns nothing (no error) when there are no matches.
Find Core Values — List core values for a strategic plan. Returns nothing (no error) when there are no matches.

Show 43 more searches

Find Daily Huddle — Get a single daily huddle by ID. Returns nothing (no error) when not found.
Find Daily Huddles — Find Daily Huddle notes by team or owner and quarter. Returns nothing (no error) when there are no matches.
Find Dashboard — Get a single dashboard by ID. Returns nothing (no error) when not found.
Find Dashboard Candidate Goals — List goals that can be linked to a dashboard. Returns nothing (no error) when there are no matches.
Find Dashboards — Find dashboards by type, quarter, annual plan, team, or owner. Returns nothing (no error) when there are no matches.
Find Feedback — Find feedback items by team or owner and quarter. Returns nothing (no error) when there are no matches.
Find Followers — List followers of a goal, meeting, task, or other followable entity. Returns nothing (no error) when there are no matches.
Find Goal — Get a single goal by ID. Returns nothing (no error) when not found.
Find Goals — Find Rhythm goals by team or owner, and quarter. Returns nothing (no error) when there are no matches.
Find Idea Board — Get a single idea board on a meeting by meeting and board ID. Returns nothing (no error) when not found.
Find Idea Boards — List idea boards attached to a meeting. Returns nothing (no error) when there are no matches.
Find Job Scorecard — Get a single job scorecard by ID. Returns nothing (no error) when not found.
Find Job Scorecard Goals — List desired-result goals linked to a job scorecard. Returns nothing (no error) when there are no matches.
Find Job Scorecards — Find job scorecards by team or owner, date, quarter, or annual plan. Returns nothing (no error) when there are no matches.
Find KPI Targets — List KPI Targets for a strategic plan. Returns nothing (no error) when there are no matches.
Find Meeting — Get a single meeting by ID, optionally with its attendees and agenda. Returns nothing (no error) when not found.
Find Meeting Agenda Item — Get a single meeting agenda item by ID. Returns nothing (no error) when not found.
Find Meetings — Find Rhythm meetings by team or owner, quarter, type, or date range. Returns nothing (no error) when there are no matches.
Find Parking Lot Items — Find parking lot items by team or owner, annual plan, text search, and open/closed filters. Returns nothing (no error) when there are no matches.
Find Planning Goal — Get a single planning goal by ID. Returns nothing (no error) when not found.
Find Planning Goals — Find Plan Builder draft goals for an annual plan. Returns nothing (no error) when there are no matches.
Find Quarters — List quarters, optionally filtered by annual plan. Returns nothing (no error) when there are no matches.
Find SWOT Items — List SWOT items for a strategic plan (flattened with type). Returns nothing (no error) when there are no matches.
Find Strategic Plan — Get a single strategic plan by ID. Returns nothing (no error) when not found.
Find Strategic Plans — List strategic plans, optionally filtered by effective date. Returns nothing (no error) when there are no matches.
Find Task — Get a single task by ID. Returns nothing (no error) when not found.
Find Tasks — Find Rhythm tasks by team or owner, quarter, date range, or parent entity. Returns nothing (no error) when there are no matches.
Find Team — Get a single team by ID. Returns nothing (no error) when not found.
Find Teams — List teams the authenticated user can access. Returns nothing (no error) when there are no matches.
Find User — Get a single user by ID. Returns nothing (no error) when not found.
Find Users — Search users by name or email, or list users on a team. Returns nothing (no error) when there are no matches.
Find WIS Note — Get a single wis note by ID. Returns nothing (no error) when not found.
Find WIS Notes — Find Week in Sync (weekly) notes by team or owner and quarter. Returns nothing (no error) when there are no matches.
Get Annual Focus — Get the annual focus plan (theme, success criteria, reward) for an annual plan.
Get Company Plan — Get the composite company plan (quarter and annual focus) for a quarter.
Get Current Quarter — Get the current quarter for the company. Returns nothing (no error) when not found.
Get Current User — Get the authenticated user for this Zapier connection.
Get Dashboard Scorecard — Get the KPI scorecard for a team and quarter.
Get Goal Charts — Fetch chart series data for one or more goals.
Get Item History — Get the audit trail for an entity. Returns nothing (no error) when there is no history.
Get KPI Target Dashboard — Get KPI Target dashboard data (goals linked to targets) for a quarter.
Get Quarter Focus — Get the quarter focus plan (theme, success criteria, reward) for a quarter.
Get WIS Template — Get the WIS note template for the company or a specific team.