OnStrategy Zapier integrationAutomate OnStrategy with Zapier.
The OnStrategy Zapier integration gives you 1 trigger, New Goal, plus 0 actions and 0 searches. Each new goal in your strategic plan can start a Zap that tells the rest of your tools. Here is what it covers, what it costs, how often it checks and what breaks.
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What the OnStrategy Zapier integration actually does
OnStrategy is strategic performance software: leadership teams use it to write their corporate strategy, then manage and carry out the plan. Connected to Zapier, it does one thing: it notices when a new goal is created and passes that goal to the rest of your tools.
One trigger still opens a few useful outcomes. An announcement for every new goal: New Goal starts the Zap and a chat app posts it in the leadership channel, so the plan does not stay locked inside OnStrategy. A goal register outside the tool: the same trigger feeds a spreadsheet, one row per goal, for the people who report on the plan but never log in. A follow-up task for the owner: a project tool receives the goal and turns it into a to-do, so the first step is planned the day the goal appears.
Now the part the app page leaves out. Zapier offers no action and no search for OnStrategy, and only this one trigger. A Zap cannot create a goal, update one, or read progress back from OnStrategy. Everything flows one way, out of the tool. If you need goals written into OnStrategy from somewhere else, Zapier will not do it.
The other point is timing. New Goal is a polling trigger, so how fast a new goal reaches your channel depends on your plan. The Zapier review covers the tool as a whole if you are still deciding.
Zapier vocabulary in one minute
Eight words come back throughout this page. Here they are in plain English.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it. OnStrategy offers exactly one.
- Action
- What the Zap does once started: the step that writes, sends or moves something. With OnStrategy, it always runs in another app.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The number on your plan counts those and nothing else.
- Polling trigger
- A trigger Zapier checks on a timer: it asks the app for new items at a fixed interval and keeps only what it has not seen yet.
- Instant trigger
- A trigger the app reports itself, calling Zapier the moment the event happens. OnStrategy has none of these on Zapier.
- Filter
- A step that lets the Zap go on only when what arrived meets your condition, and stops it quietly otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action, a filter or a search makes one, and it needs a paid plan.
What an OnStrategy Zap really costs
The trigger never costs a task. Zapier checking OnStrategy for new goals is free, however often it looks and whether it finds anything or not. Only completed actions are billed.
- Trigger0 task, however often it checks
- Each successful action1 task (a few apps use more)
- Free plan100 tasks a month, 2-step Zaps
- Premium appNo, OnStrategy runs on the free plan
Each action that succeeds counts once, so a Zap with two actions uses twice as much as a Zap with one, and an action that fails is not counted. OnStrategy is not a premium app, so the free plan works: 100 tasks a month, unlimited Zaps, two steps per Zap, and a check every 15 minutes. A filter that keeps only some goals makes the Zap multi-step, which needs a paid plan. Paying also shortens the wait between checks, as the grid shows.
Connect OnStrategy to Zapier in 3 steps
- 01
Open your connections
In your Zapier account, go to the Apps page and click + Add connection. A connection is your OnStrategy account linked to Zapier once, then reused by every Zap that uses OnStrategy.
- 02
Find OnStrategy
Type OnStrategy in the search box of the dialog, pick it, then click Add connection. You need an existing OnStrategy account at this point, so keep your login at hand.
- 03
Sign in and grant access
Sign in to OnStrategy in the tab that opens and let Zapier access the account. Choose an account that can see the goals you want to follow, including goals owned by other people in the plan.
Your first OnStrategy Zap
GoalLog every new OnStrategy goal in a spreadsheet, then announce it to the leadership channel.
- 01
Pick the trigger
Start a new Zap, choose OnStrategy as the app and New Goal as the event, then select the connection you created in the previous section.
- 02
Test it on a real goal
Run the test. Zapier brings back the three most recent goals of the connected account, so you map the next steps on a real one rather than an empty template.
- 03
Add the spreadsheet row
Add the spreadsheet app as the first action and map what OnStrategy sent into the columns. Test this step once and check the row before moving on.
- 04
Add the announcement
Add the chat app as a second action. Two actions make this a multi-step Zap: it needs a paid plan, and each new goal costs two tasks.
- 05
Publish
Test the last step, read what came back, then publish the Zap to switch it on. From then on, Zapier checks OnStrategy at the interval of your plan.
The OnStrategy trigger
1 event starts a Zap when something happens in OnStrategy. Zapier checks for them at the interval your plan allows.
New Goal
Polling triggerIn Zapier“Triggers when a new goal is created.”
Starts your Zap when a new goal appears in OnStrategy and hands that goal to the steps that follow. It is the single door Zapier opens on your strategic plan, so every flow built on this app begins here.
When an OnStrategy Zap breaks
Zapier attaches no help article to OnStrategy, so there is no app-specific error on record. What trips people up here are the general limits every Zap shares.
None of these shows up as a red error on day one. They appear later, as a goal that never reached the channel or a delay nobody expected. If one hits you anyway, start with the Zapier troubleshooting page.
Existing goals are never picked up
A Zap only reacts to what happens after it is switched on. The goals already in your plan when you publish will not start it; moving them is a separate job.The wait between checks
New Goal is a polling trigger: on the free plan Zapier looks every 15 minutes, so a goal can wait that long before the Zap starts. Paid plans check more often.A big planning session lands at once
When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold the runs back instead of firing them all.The same goal twice? Not here
Zapier keeps track of what it has already seen on a polling trigger, so one goal does not start the Zap twice. If you see duplicates, look at the goals themselves.
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