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. Gtmhub 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 Gtmhub in Zapier.

Authentication

To connect the Gtmhub Zapier app with your Gtmhub account, you must provide your account URL, Account ID, and an API token. To generate an API token, refer to the Generate an API token documentation. Your Account ID is available on the same page in Gtmhub where you manage your API tokens. When connecting to your account in Zapier, fill in the above 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 Gtmhub 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 Gtmhub.

The current version (2.0) of the Gtmhub Zapier app enables you to trigger a Zap when a new Objective or a Key Result is added in your account. To use these follow the instructions below

New KR created

  1. From the Gtmhub Zapier app, select the Get KRs trigger from the Triggers dropdown menu in your Zap.

  2. Select the desired Gtmhub account (if you have not configured one yet, refer to the previous paragraph for setting up authentication)

  3. On the next step specify the Objective, under which the new KRs will be created. This instructs your Zap to listed for 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

  1. From the Gtmhub Zapier app, select the Objective Created trigger from the Triggers dropdown menu in your Zap.

  2. Select the desired Gtmhub account (if you have not configured one yet, refer to the previous paragraph for setting up authentication)

Test your trigger - Zapier will pull a sample Objective (if one exists) u so you can observe the output and verify this triggeris working fine. Proceed with configuring your Zap based on the trigger output.

Actions

With the Gtmhub Zapier app you can automate different actions in your account. The current list of supported actions is listed below

Trigger Automation

This action will trigger a selected automation from your Gtmhub 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 Gtmhub automations that are configured to be triggered manually.

To use the action:

  1. Select the Trigger Automation action and press Continue

  2. Choose the Gtmhub account you want to work with

  3. 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.

Create Task

This action enables you to create a new Task in your Gtmhub account. To use this action, follow these steps:

  1. Select the Create Task action and press Continue

  2. Choose the Gtmhub account you want to work with

  3. 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.

  • Parent ID (optional) - if you want to create the Task under an Objective or Key Result, specify its ID here. You can use a Get Objectives or Get Key Results action prior to this action, and use the Id property of the output in this field.

  • Status (optional) - select from the dropdown the desired status you want to create the Task in.

Finally, test your step and verify a sample Task is created successfully in your Gtmhub account.

Post KR Update

This action enables you to update your Key Results from Zapier. To use it:

  1. Select the Post KR Update action and press Continue

  2. Choose the Gtmhub account you want to work with

  3. 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.

Create Objective

This action enables you to create new Objectives in a specified Session. To use it follow these steps:

  1. Select the Create Objective action and press Continue

  2. Choose the Gtmhub account you want to work with

  3. Select in which session to create your Objective from the Session dropdown

  4. You can optionally select a parent Objective from the Parent Objective dropdown

  5. Select the objective owner from the Owner dropdown

  6. Enter a Name and Description for the Objective

Finally, test your step and verify a sample Objective is created successfully in your Gtmhub account.

Create Key Result

You can use this action to automate KR creation in your Gtmhub account. Follow these steps:

  1. Select the Create key Result action and press Continue

  2. Choose the Gtmhub account you want to work with

  3. 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

Finally, test your step and verify a sample Key result is created successfully in your Gtmhub account.

Get Objectives

This step 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 Gtmhub Zapier app. To use this action:

  1. Select the Create key Result action and press Continue

  2. Choose the Gtmhub account you want to work with

  3. Select the sessions you want to pull objectives from in the Sessions dropdown

  4. Optionally you can filter the list by specifying an owner in the Objective Owner dropdown

  5. 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.

  6. 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.

Get Key Results

This step 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 Gtmhub Zapier app. To use this action:

  1. Select the Create key Result action and press Continue

  2. Choose the Gtmhub account you want to work with

  3. 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.

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