Connect monday.com and Clearpoint Strategy to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Board
Choose an Action
Automatically do this!
- Request a new Action for Clearpoint Strategy
Enable Integrations or automations with these events of monday.com and Clearpoint Strategy
Enable Integrations or automations with these events of monday.com and Clearpoint Strategy
Triggers
New User
Triggers when new user joins.
New Board
Triggers when a new board is created/updated
Actions
Get Board Values
Returns the details of all column in a specific Board.
Create a Board
Creates a new board.
Archive Board
Archives a board with its ID.
Get Column Values
Returns the data for a specific column in a board .
Create a Column
Creates a new column in a board.
Create a Group
Creates a new group in a board.
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Frequently Asked Questions
To start, connect both your monday.com and Clearpoint Strategy accounts to viaSocket. Once connected, you can set up a workflow where an event in monday.com triggers actions in Clearpoint Strategy (or vice versa).
Absolutely. You can customize how monday.com 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 monday.com 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 monday.com 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 monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
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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