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Zapier Documentation

Strategy requires connecting to data that matters most.

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What triggers does OnStrategy support at this time?

Currently, the OnStrategy Zap supports a New Goal trigger. Actions can be triggered from your OnStrategy platform whenever a new goal is created.

Getting Started with your OnStrategy Zap

Step 1: Connect OnStrategy to your Zap.

Step 2: Grant authorization to Zapier using your OnStrategy API key.

Step 3: You can generate your OnStrategy API key here.

Step 4: Copy your API key and paste it into the field shown in Step 1.

Step 5: Build your first OnStrategy Zap!

Some popular options for your Zap.

Common problems with the OnStrategy Zap.

Currently, there aren’t any known problems with the OnStrategy Zap. If you are having issues, feel free to contact us with questions.

  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Jeff Brunings

    Senior Strategist

    Jeff’s Client Accomplishments:

    130
    Planning & Execution Sessions Led Last Year
    29
    Clients Executing their Plans
    5
    Strategy Reviews Led Last Month
    Jeff's Clients:

  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Kathleen Colombo

    Client Engagement Director

    Kathleen’s Client Accomplishments:

    107
    Planning & Execution Sessions Led Last Year
    31
    Clients Executing their Plans
    8
    Strategy Reviews Led Last Month
    Kathleen's Clients:

  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Erica Olsen

    COO/Co-Founder
    Senior Strategist

    Erica’s Client Accomplishments:

    105
    Planning & Execution Sessions Led Last Year
    30
    Clients Executing their Plans
    4
    Strategy Reviews Led Last Month
    Erica's Clients:

  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Kim Perkins

    Senior Strategist

    Kim’s Client Accomplishments:

    75
    Planning & Execution Sessions Led Last Year
    21
    Clients Executing their Plans
    3
    Strategy Reviews Led Last Month
    Kim's Clients:

  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Lorna Shepard

    Senior Strategist

    Lorna’s Client Accomplishments:

    95
    Planning & Execution Sessions Led Last Year
    20
    Clients Executing their Plans
    4
    Strategy Reviews Led Last Month
    Lorna's Clients:

Success isn’t a list of flashy logos. It’s about helping anyone who wants to lead a great organization. If that’s you, join our list of clients – you’re in good company:

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