Connect Runn and Clearpoint Strategy to Build Intelligent Automations
Enable Integrations or automations with these events of Runn and Clearpoint Strategy
Enable Integrations or automations with these events of Runn and Clearpoint Strategy
Actions
Create project
Create a new Runn project for the chosen client, with optional budget, team, and rate settings.
Create client
Create a new client in Runn using a name and optional website.
Create Person
Add a person to Runn so they can be assigned a role, team, and schedule.
Create role
Create a new role in Runn to assign to people and projects.
Create skill
Add a new skill to Runn so you can assign and track expertise.
Assign person to project
Add a person to a project for selected dates with daily time, role, and billable status.
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Frequently Asked Questions
To start, connect both your Runn and Clearpoint Strategy accounts to viaSocket. Once connected, you can set up a workflow where an event in Runn triggers actions in Clearpoint Strategy (or vice versa).
Absolutely. You can customize how Runn 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 Runn 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 Runn 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 Runn
Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.
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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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