Integrations Zilus Clearpoint Strategy
Zilus + Clearpoint Strategy

Connect Zilus and Clearpoint Strategy to Build Intelligent Automations

Choose a Trigger

Zilus

When this happens...

Choose an Action

Clearpoint Strategy

Automatically do this!

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

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

Actions

Create Contact

Create Contact

Create a new contact in Zilus.

Update Contact

Update Contact

Update the details of a existing contact.

Create Contact Group

Create Contact Group

Create a new contact group in Zilus.

Update Contact Group

Update Contact Group

Update the details of a specific contact group.

Request a new Action for Zilus

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Zilus 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 Zilus and Clearpoint Strategy?

The data sync between Zilus 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 Zilus 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 Zilus and Clearpoint Strategy?

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

Zilus

About Zilus

Zilus is a platform designed to streamline communication and enhance collaboration among teams, offering tools for project management, task tracking, and team chat functionalities.

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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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