Getting started on 10xGoals
  • About 10xGoals
  • Quick start guide
  • Creating an objective
    • Personal and Business objectives
  • Adding key results
  • Accepting/Declining objectives
  • Annual Objectives
  • Teams
    • Add objectives to a Team
    • Run effective reviews
    • Follow / Unfollow a team
  • Add contributors to objectives
  • Providing check-ins & updates on OKRs
    • Multiple Milestones
    • MTD (Month-to-date) metric tracking
    • Back dated check-ins
  • Mentioning people on OKRs
    • Defining visibility while creating an Objective
  • Assessing growth with Feedback
    • Giving feedback
    • Requesting feedback
    • Sharing feedback
    • No Objectives found
  • PRODUCT GUIDES
  • Hierarchy support on 10xGoals
    • Using user demographic data for filtering objectives and better visibility controls
  • Visibility controls
    • Introduction
    • How are visibility rules defined?
    • Defining visibility while creating an Objective
    • Defining visibility while creating a Key Result
    • Viewing and changing visibility of an existing objective
    • Viewing and changing visibility of an existing Key Result
    • Selecting Users in Protected Visibility Option
    • Selecting Users in Custom Visibility Option
    • Visibility Filters for Objectives
    • Defining default settings for visibility as Admin
  • Add Contributors to your objectives
  • Using team tags effectively
  • Filters for deep dive
  • Action/Task board
  • Move and paste (Re-structure OKRs)
  • Starring Objectives ⭐️
  • Customizing Reminder Notification
  • Multiple Alignment/ Linking
  • Moving OKRs to next quarter
  • Summary Views
  • Goals Permissions
  • Admin Settings
  • Slack Integration
  • Custom Tags
  • JIRA Integration
  • Drag and Drop OKRs
  • Context View for OKRs
  • UserBoard
  • Google Sheet Integration
    • Admin guide: Google Sheets 10xGoals Add-on Installation
  • Send Reminders
  • Lock objectives
  • Zapier Integration
  • OKR Process Guides
    • Using success metrics for OKRs
    • Writing good check-ins!
    • 10xGoals Status guide
    • OKR champion guide
    • Sample OKRs
      • Sample OKRs examples
  • Help & Support
    • Reach out to us
Powered by GitBook
On this page

Was this helpful?

Zapier Integration

Companies use various tools on a daily basis to assist them in their work and improve productivity. With Zapier + 10xGoals can integrate with 3000+ tools to automate the process of check-ins.

PreviousLock objectivesNextUsing success metrics for OKRs

Last updated 3 years ago

Was this helpful?

How does the integration work? With Zapier, you can automate the check-in process within 10xGoals. 10xGoals can read the metric value and the check-in comment from any tool that Zapier supports and on triggers, can automatically fetch that data and bring it in 10xGoals instantly.

Open the 10xGoals integration page by clicking and search for the app you want to pair 10xGoals with.

Let's take google sheet example for this integration:

Step 1: Go to this 10xGoals integration page & search for "google sheets" as a pairing app. Then click on the google sheet dropdown to build the integration.

Step 2: Select a trigger for google sheets. Trigger examples are when a row is updated, when a new row is added, etc. This tells the system when to fetch the value from google sheets.

Step 3: Choose the account where you have the google sheet listed. Select the google sheet which you want to integrate with. You can test the trigger once you make all the selections.

Step 4: Once you have configured & tested the trigger on google sheet, next step is to connect to the 10xGoals account and choose the objective you want to integrate with. Only the objectives belonging to you will be shown, not all.

Step 5: For progress and check-in comments, select the appropriate column of google sheet you integrated with.

Whenever there is a change in metric value, the trigger will automatically send the metric value and check-in comment to 10xGoals as a check-in.

Status will be automatically calculated based on the metric value and expected progress at the time of the trigger.

  1. Each zap is a integration between a 10xGoals objective and the other app trigger

  2. Task is the number of check-ins that happen on an objective.

  3. Each user can integrate upto 5 objectives of theirs for free. Few apps like salesforce, which are paid ones, needs a paid account but most of the apps are free on zapier.

  4. We show only those objectives which are associated with the account used in the 10xGoals integration with zapier.

To know more about how the integration generally works on Zapier,

For any help on zapier, visit this

Please write to for any further information or if you need specific help to integrate your preferred application.

Click here
link
support-10xGoals@xto10x.com
here