ClearPoint Strategy

In the example below, you will create a workflow that automatically adds a new task in Asana whenever an Initiative is added in ClearPoint.

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Create the Flow in Microsoft Power Automate

From the left navigation, click Create.

1. Open Microsoft Power Automate.
2. From the left navigation, click Create.
3. Select Instant flow.

For the trigger, select When an HTTP request is received.

1. Enter a Flow name.
2. For the trigger, select When an HTTP request is received.
3. Click Create.

Open the When an HTTP request is received tile to expand it.

In the Request Body JSON Schema box, paste the JSON provided in your instructions (same JSON as original article).

1. Open the When an HTTP request is received tile to expand it.
2. In the Request Body JSON Schema box, paste the JSON provided in your instructions (same JSON as original article).
3. Click New step.

Step 1 — Retrieve ClearPoint Initiative Data

In Choose an action, search for and select HTTP.

1. In Choose an action, search for and select HTTP.
2. Set the Method to GET.
3. In the URL field, enter:

https://app.clearpointstrategy.com/api/v1/initiatives/

In the dynamic content panel, select objectId.

1. In the dynamic content panel, select objectId.

Under Headers, enter the required ClearPoint API header fields:

1. Under Headers, enter the required ClearPoint API header fields:

accessKey → paste your Access Key

secretKey → paste your Secret Key

- accessKey → paste your Access Key
- secretKey → paste your Secret Key

See: <a href="https://next-support.clearpointstrategy.com/en/articles/12957316-getting-and-using-clearpoint-api-keys">Getting API Keys</a>

💡 This request retrieves Initiative data from ClearPoint.

For Content, select Body from the previous step.

For Schema, paste the JSON schema provided.

1. Click Add an action.
2. Search for and select Parse JSON.
3. For Content, select Body from the previous step.
4. For Schema, paste the JSON schema provided.

Connect to your Asana account when prompted.

1. Click Add an action.
2. Search for Asana.
3. Connect to your Asana account when prompted.

For Task name, select name from the dynamic content list.

- This uses the Initiative’s name from ClearPoint to name the new Asana task.

1. For Task name, select name from the dynamic content list.
 - This uses the Initiative’s name from ClearPoint to name the new Asana task.
2. Click Save to save your Flow.

Step 4 — Get the Power Automate Webhook URL

Return to the first tile in your Flow: When an HTTP request is received.

Power Automate will have generated an HTTP POST URL.

1. Return to the first tile in your Flow: When an HTTP request is received.
2. Power Automate will have generated an HTTP POST URL.
3. Copy the URL.

📓 You will now configure ClearPoint to call this URL when an Initiative is added.

Step 5 — Create a Webhook in ClearPoint

In the top navigation, select Settings.

1. In the top navigation, select Settings.
2. Click Integrations.

1. Navigate to the Webhooks tab.
2. Click the Add Webhook (+) icon.

Enter a Name (e.g., Asana Webhook).

In the URL field, paste the Power Automate HTTP POST URL.

1. Trigger: Scorecard Changes
2. Scorecard: Select the scorecard whose Initiatives you want to monitor
3. Type of Change: Add

1. Enter a Name (e.g., Asana Webhook).
2. In the URL field, paste the Power Automate HTTP POST URL.
3. Under Options, configure:
 1. Trigger: Scorecard Changes
 2. Scorecard: Select the scorecard whose Initiatives you want to monitor
 3. Type of Change: Add
4. Click Save.

When a new Initiative is added to the selected Scorecard in ClearPoint:

A new task with the same name is created in Asana

- ClearPoint fires the webhook
- Power Automate receives the request
- A new task with the same name is created in Asana

This workflow is just one example of how ClearPoint can integrate with external applications.

<a href="https://next-support.clearpointstrategy.com/en/articles/12947525-using-clearpoint-and-zapier">Using ClearPoint and Zapier</a>

- <a href="https://next-support.clearpointstrategy.com/en/articles/12947525-using-clearpoint-and-zapier">Using ClearPoint and Zapier</a>

This article explains how to integrate ClearPoint with Microsoft Power Automate.

Using ClearPoint and Microsoft Power Automate

Find answers and get help from Intercom Support and Community Experts

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Using ClearPoint and Microsoft Power Automate

Create the Flow in Microsoft Power Automate

Configure the Flow Trigger

Add the Trigger Details

Step 1 — Retrieve ClearPoint Initiative Data

Add API Keys

Step 2 — Parse the Initiative Data

Step 3 — Create the Asana Task

Step 4 — Get the Power Automate Webhook URL

Step 5 — Create a Webhook in ClearPoint

Configure the Webhook

🎉 Your Integration Is Now Active