In this article:
About the Zapier Integration
Ally.io’s integration with Zapier enables you to connect Ally.io with all the tools you use every day. Say, for instance, you have an OKR to 'Deliver thought leadership articles', you can directly link this objective with a Trello card where you're tracking your thought leadership content, so with every checklist item update, a check-in is made automatically to the OKR.
How to connect a service of your choice with Ally.io
Click on ‘Create Zap’ and start by selecting an app for the Zap’s trigger. Go on to choose the app’s trigger event. Once you’re done setting up your trigger, click on ‘Continue’ to set up the action.
When you’re setting up your Zap’s action, select Ally.io from the ‘Choose App & Event’ dropdown. Ally.io currently offers one action event which is chosen by default. Click on ‘Continue’.
Click on the ‘Connect to New Account’ option. You will then be prompted to connect to an Ally.io account.
You should then get a pop-up window from Ally.io asking you to log in to authorize the connection between your Ally.io account and Zapier.
After logging in, you'll get sent back to your zap where you now have your Ally.io account connected!
Choose the OKR to which you want to connect, select the metric’s progress that should be tracked in order to make check-ins, and add additional notes or comments if any.
Set up the rest of your Zap and turn it on, once done.
Note: OKR Check-ins made from some of your Zaps might take at least 3-5 minutes to reflect in your Ally instance.
Managing the Ally.io - Zapier Integration
You will be able to edit, pause, disable the Zap from your Zapier account.
Frequently asked questions:
Can I connect Projects in Ally.io with Zapier?
Currently, Ally.io supports integration with OKRs.
What metrics can Ally.io pull from Zapier?
The current check-in metric & check-in note can be pulled from Zapier
Why isn't my data syncing instantly after making a connection with Zapier?
Some Zaps are not instant and sync will happen based on the Zaps periodic sync time.
Can I make a manual check-in on Zapier integrated OKRs?
Yes, users can make manual check-ins and also stop Zapier integration by selecting the 'Stop updating automatically from Zapier' option.
Can I connect with another integration after connecting an OKR with Zapier?
You will have to remove the Zapier integration and re-add any integration of your choice.
How can I remove the Zapier integration from Ally.io?
Click on the ‘Edit’ objective and head over to the ‘Progress’ section.
Select the ‘Connected to Zapier’ dropdown and click on ‘Remove’ from the popup that appears.