Zapier Actions: Trigger App > 7Geese

To get started, accept the invitation to our Zapier integration: access the invitation here. Once you've accepted the invite you can continue to create a Zap from your dashboard using the make a new Zap button.

After starting a new Zap, select the first product you'd like to connect. This will be the product you'd like to take data from to input into 7Geese in a check-in or post.

As you setup each application you'll be prompted to select the action you'd like to push into 7Geese. Below is an example with Trello where you can choose to push activity related to various actions, such as creating a new board. When connecting to 7Geese you can choose to have it push data as a post, or a check-in.

Once you've connected both accounts (from the app you're connecting, as well as 7Geese) you'll be prompted to test the connection to ensure that you have the right data in both applications to ensure your Zap will work properly. 

You'll then be prompted to define how you'd like the data to be put into 7Geese. This includes selecting which Objective you'd like to post to as well as crafting your check-in message.

Once you've setup your custom message and linked your Objective, you can test the integration before turning it live. Check the main feed in your 7Geese account to make sure that everything is setup as you'd like, then turn the Zap live!

Here's what the feed item will look like in 7Geese. It'll be custom to the message you created in your Zap, posting a text update. There won't be any increase in your key results.

A Few Things to Note

  • A new Zap has to be setup for each Objective you'd like to connect, following the same steps above.
  • Different applications may have different restrictions that require you to have administrative permissions to setup. Unfortunately, 7Geese cannot grant special access if the restriction is with a third-party application.
  • Zapier actions cannot update specific key results, it can only post to your objective or check-in with a text update.

7Geese to an Action App

Using Zapier you can setup the following data feed into a third party application:

  • Check-in message and progress updates
  • Recognitions given
  • New objective creation

To get started, accept the invitation to our Zapier integration: access the invitation here. Once you've accepted the invite you can continue to create a Zap from your dashboard using the make a new Zap button.

Set the trigger app to 7Geese, select what type of activity you'd like to push, and connect your account. You can then select the app you'd like to push your check-in, recognition, or objective creation to. 

For example, you may want to have check-ins feed into your Trello board related to Objectives, creating a comment. You can customize how you'd like the comment to appear using Zapier's message builder.

Once you've setup your custom message, you can test the integration before turning it live. Check the main feed in your action application to make sure that everything is setup as you'd like, then turn the Zap live!

Did this answer your question?