IntegrationsBasinClearpoint Strategy
Basin + Clearpoint Strategy

Connect Basin and Clearpoint Strategy to Build Intelligent Automations

Choose a Trigger

Basin

When this happens...

Choose an Action

Clearpoint Strategy

Automatically do this!

Enable Integrations or automations with these events of Basin and Clearpoint Strategy

Enable Integrations or automations with these events of Basin and Clearpoint Strategy

Actions

Create Project

Create Project

Creates new project.

Create Form

Create Form

Creates a new form

Update Form

Update Form

Updates existing forms.

Update Submissions

Update Submissions

Updates submissions

Request a new Action for Basin

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Frequently Asked Questions

How do I start an integration between Basin and Clearpoint Strategy?

To start, connect both your Basin and Clearpoint Strategy accounts to viaSocket. Once connected, you can set up a workflow where an event in Basin triggers actions in Clearpoint Strategy (or vice versa).

Can we customize how data from Basin is recorded in Clearpoint Strategy?

Absolutely. You can customize how Basin 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.

How often does the data sync between Basin and Clearpoint Strategy?

The data sync between Basin and Clearpoint Strategy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Basin to Clearpoint Strategy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Basin and Clearpoint Strategy?

Yes, you can set conditional logic to control the flow of data between Basin 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.

Basin

About Basin

Basin is a powerful tool designed to streamline form management and data collection for businesses and developers. It offers a seamless way to handle form submissions without the need for server-side code, making it ideal for web developers and businesses looking to simplify their form handling processes.

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Clearpoint Strategy

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.

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