The Zapier platform enables you to connect your favorite apps, such as Gmail, Slack, Mailchimp, and many more. You can easily automate repetitive tasks and build custom workflows without the need to code anything. Quantive Results integrates natively with Zapier and enables you to build various workflows with your OKRs, sessions, and tasks. The following article describes in detail the supported actions when working with Quantive Results in Zapier.
Authentication
To connect the Quantive Results Zapier app with your Quantive Results account, you must provide your account URL and Account ID. Your Account ID is available on the same page in Quantive Results where you manage your API tokens. When connecting to your account in Zapier, fill in the details in the form presented by Zapier:
Once successfully connected, Zapier will remember the provided parameters, and you can use this account connection in any future Zaps you make. If you have multiple Quantive Results accounts, you must create a new connection for each one and select the desired account to work with, when you manage your Zaps.
Triggers
Each Zap starts with a trigger. It can be something happening in an external system, a scheduled action, or an action happening in Quantive Results.
The current version of the Quantive Results Zapier app enables you to trigger a Zap when a new Objective or a Key Result is added in your account. To use this Zap follow the instructions below
New KR created
Name your trigger in Zapier, We will name this Get KRs in Quantive Results.
Next from the Quantive Results Zapier app, select the Event New Key Result Created from the dropdown menu in your Zap.
Next select the desired Quantive account (if you have not configured one yet, refer to the previous paragraph for setting up authentication)
On the next step specify the Objective, under which the new KRs will be created. This instructs your Zap to list any new KRs created under that objective and start your Zap accordingly.
Test your action - Zapier will pull a KR (if one exists) under the specified Objective, so you can observe the output and verify this step is working fine.
New Objective created
From the Quantive Results Zapier app, select the New Objective Created event from the Triggers dropdown menu in your Zap.
Select the desired Quantive Results account (if you have not configured one yet, refer to the previous paragraph for setting up authentication)
On the next step specify the Session under which the new Objectives will be created. This instructs your Zap to list any new Objectives created under that Session and start your Zap accordingly.
Test your trigger - Zapier will pull a recent Objective (if one exists) in your Quantive Results account to confirm that the right account is connected and your trigger is set up correctly. Proceed with configuring your Zap based on the trigger output.
Actions
With the Quantive Results Zapier app you can automate different actions in your account. An action in Zapier is an event a Zap performs after it starts. The current list of supported actions are listed below.
Trigger Automation
This action will trigger a selected automation from your Quantive Results account Automations. This way you can integrate with other systems you're using and trigger the desired automation when something happens in another system.
NOTE: This action supports only Quantive Results automations that are configured to be triggered manually.
To use the action:
Search for the app you would like to connect to, in our case we will select the Quantive Results app.
Next for Event select the Trigger Automation action and press Continue.
Choose the Quantive Results account you want to work with.
From the Automation ID dropdown, select the desired automation you want to trigger when this Zap executes.
Test the action and verify your automation has executed successfully then continue with your Zap.
Next you see that a trigger automation was successfully sent in your Quantive Account.
In your Quantive Account navigate to Settings>Activity History We see that our Manual Automation for Define more Key Results has been triggered from Zapier.
Create Task
This action enables you to create a new Task in your Quantive Results account. To use this action, follow these steps:
For Event from the dropdown menu Select the Create Task action and press Continue.
Choose the Quantive Results account you want to work with.
Specify the new Task details:
Task Name - the title of the task
Owner - select from the dropdown the user or team you want to assign the task to
Description - the task contents
Due Date (optional) - you can optionally specify a due date for the task. Check here the supported date formats.
Status (optional) - select from the dropdown the desired status you want to create the Task in.
Parent Objective (optional) - Specify an Objective if you want the Task created under it.
Parent Key Result (optional) - Specify a Key Result if you want the Task created under it.
Finally, test your step and verify a sample Task is created successfully in your Quantive Results account.
Test was successful and A task was sent to our Quantive Account.
Task was created in the specified Session and Objective from our Test Action Zap.
Post KR Update
This action enables you to update your Key Results from Zapier. To use it:
Select the Post KR Update Event and press Continue.
Choose the Quantive Results account you want to work with.
Specify the KR update properties:
Current value - the value you want to update your KR with
Update Date (optional) - you can manually specify an update date in the past. If you leave this field blank, the current date is used.
Confidence Level (optional) - you can adjust the confidence level of the KR. The supported scale is 0-1
Comment (optional) - add a value here to post a KR update note
Key Result Id - specify the Id of the Key Result you want to update. You can use a Get Key Results action prior to this action, and use the Id property of the output in this field.
4. Next Test your action, Zapier will send a Key Result to your Quantive Results account with the specified data you entered for your KR update properties above.
Once the test is complete you will get a Successful test message that a Key Result was sent to your Quantive account.
You will then see the posted Key Result update with the value and details you provided in the KR update properties section in Zapier.
Create Objective
This action enables you to create new Objectives in a specified Session. To use it follow these steps:
Select the Create Objective Event and press Continue.
Choose the Quantive Results account you want to work with.
Select in which session to create your Objective from the Session dropdown.
You can optionally select a parent Objective from the Parent Objective dropdown.
Select the objective owner from the Owner dropdown.
Enter a Name and Description for the Objective.
Finally, test your step and verify a sample Objective is created successfully in your Quantive Results account.
In your selected Session you will then see the created Objective from Zapier in your Quantive Results account.
Create Key Result
You can use this action to automate KR creation in your Quantive Results account. Follow these steps:
Select the Create key Result action and press Continue.
Choose the Quantive Results account you want to work with.
Fill in the KR details:
Objective - select from eh dropdown the Objective under which you want to create the KR
Name - the KR title
Owner - select a KR owner from the dropdown
Description (optional) - add KR description
Initial Value - specify the initial value of the KR. leave blank if you select Target Operator to be Yes/No
Target Value - specify the target value of the KR. leave blank if you select Target Operator to be Yes/No
Target Operator - specify your Key result type
I entered in the Objective name I want my Key Result to be created under, Created the new Key Result name, and I selected my Owner, and my Target Operator ( should increase to), as well as my Intial and Target values.
Finally, test your step and verify a sample Key result is created successfully in your Quantive Results account.
Test was successful, a key Result was created and sent to my Quantive Results Account.
In your Quantive Results account you will then see the Created Key Result under the Objective you specified in Zapier.
Get Objectives
This Action enables you to list all Objectives in a selected session. It enables you to pass the Objective properties to a follow-up step in your Zap (for example post the data to Confluence, send it via Email, or use the Update Objective action of the Quantive Results Zapier app. To use this action:
Select the Get Objectives in Session Event and press Continue.
Choose the Quantive Results account you want to work with.
Select the sessions you want to pull objectives from in the Sessions dropdown.
Optionally you can filter the list by specifying an owner in the Objective Owner dropdown.
Optionally set the Include Key Results field to true if you want to fetch the Key Results for each Objective. By default only the Objectives are pulled.
Test your step. Zapier will pull a sample objective(s) matching the specified criteria.
Depending on your use case you can inspect the output to get an idea of the format the data is returned in and plan any follow-up steps in your Zap accordingly.
The test has successfully pulled the Objectives from the Session you have specified in your Action.
Get Key Results
This Action enables you to list all Key Results under a selected Objective. It enables you to pass the KR properties to a follow-up step in your Zap (for example post the data to Asana, send it via Email, or use the Update key Result action of the Quantive Results Zapier app. To use this action:
Select the Get Key Results action and press Continue
Choose the Quantive Results account you want to work with.
Choose the Objective whose KRs you want to retrieve from the Objective dropdown.
Test your step. Zapier will pull a sample KR(s) matching the specified criteria. Depending on your use case you can inspect the output to get an idea of the format the data is returned in and plan any follow-up steps in your Zap accordingly.
A list of Key Results for your selected Objective in your Quantive Results account will appear.
