Connect Aero Workflow and Clearpoint Strategy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Aero Workflow
Choose an Action
Automatically do this!
- Request a new Action for Clearpoint Strategy
Enable Integrations or automations with these events of Aero Workflow and Clearpoint Strategy
Enable Integrations or automations with these events of Aero Workflow and Clearpoint Strategy
Actions
Get all Contacts
Gets a list of all Contact Names.
Find Aero Type Names
Gets a list of Aero Type Names.
Find All Task Aero
Gets a list of Task Aeros.
Find All Team Members
Gets a list of Team Member Names.
Create Task
Creates a new Aero Task.
Create Email Aero
Creates a new Aero Email.
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Frequently Asked Questions
To start, connect both your Aero Workflow and Clearpoint Strategy accounts to viaSocket. Once connected, you can set up a workflow where an event in Aero Workflow triggers actions in Clearpoint Strategy (or vice versa).
Absolutely. You can customize how Aero Workflow data is recorded in Clearpoint Strategy. This includes choosing which data fields go into which fields of Clearpoint Strategy, setting up custom formats, and filtering out unwanted information.
The data sync between Aero Workflow and Clearpoint Strategy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Aero Workflow and Clearpoint Strategy. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Aero Workflow
Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
Learn MoreAbout 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.
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