Integrate Using Zapier + Rhythm

Rhythm's Integration API makes it easy to update Rhythm by pulling in data from other systems automatically.

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Overview

  • What can the Integration API do?
    • The Integration API allows you to push data from other online systems into Rhythm to update goals.
    • This will save you valuable time, improve accuracy, and eliminate the frustration of double data entry.
    • You can update the Status Color, Projected, Actual, Variance, and Comments information on any KPI, Winning Move, Annual Prioritiy, or Quarter Priority.
  • What systems does it work with?
    • It will work with any online system.
    • It can be utilized with Zapier or you can write custom code to push information through the API.
  • How does pricing work?
    • The API is priced based on your data usage. Contact your Rhythm Success Manager for more information.
  • How do we get started?
  • Who can help with technical questions and set-up?
    • Our support team is ready and eager to help you with any questions you may have.
    • Contact help@rhythmsystems.com and we will help you.
  • When is the best time to start using the integration API?
    • It is best to know and confirm your initial set of KPIs before you work to build integrations.
    • Once you know the KPIs you want to track and where their data is coming from, you are ready to explore building integrations to push that data into Rhythm.

How to Work with Zapier

Tired of re-entering data from a spreadsheet or report into your Actual values on your Rhythm KPIs every week? This integration can do the data entry work for you.

When you make a Zap (which is Zapier's term for workflow), you will choose the source for the data (your spreadsheet, for example). Then, you will link a specific Rhythm goal (KPI, Priority) to Zapier. You can map up the right cells in the spreadsheet to update your Rhythm KPI and choose how frequently your data is pushed into Rhythm. You can send the Projected, Actual, AND Variance data, Success Criteria, and even a Comment into Rhythm.

Before taking the steps below, you should check the Zapier website to be sure that the source of your data connects with Zapier. If you don't see the application you are looking for, you may need a developer to build a custom API Integration (see our custom API integration help documentation).

Configure Rhythm

The first step is to contact us (help@rhythmsystems.com) to purchase API access for your Company. We'll set you up on the backend, and when you click on your name in the top left corner of the screen, you'll see an option for "API Admin." 

Configure Zapier

Log in to your existing account or create an account with Zapier

While Rhythm is still in beta, you won’t be able to access it by searching from Zapier’s dashboard until you’ve been invited. To be invited, click here and then click Accept Invite & Build a Zap.

Set Up a Trigger App

Now that you have access, you can go ahead and link your Rhythm subscription to Zapier using the integration key you created in previous steps. To do this, locate and click Make a Zap at the top of the Zapier dashboard.

You’ll be prompted to choose a trigger app. Search for the source of your data (like Google Sheets, for example. Here's a template with an example of how to set up a Google Sheet if you want one Zap to update multiple items in Rhythm.)

Next, you'll be asked to select a trigger, like when a row is added or modified in your Google Sheet. Click Save + Continue.

Then, you'll be asked to login to the trigger app to give permission to pull in the data. Once you've connected Zapier with your data source, you can choose which data to pull (for example, which Spreadsheet, Worksheet, and Column contains the information you want Zapier to pull into Rhythm for you.)

Connect to Rhythm

Next, you'll choose your Action App - in this case, Rhythm! 

For now, Rhythm only supports one type of Action, so you can select Update Status and hit Save + Continue.

Next, you need to connect your Rhythm account; you'll be asked to login with your Rhythm username and password and give Zapier permission to update your account.

 

Next, head back into Rhythm and find the goal you want the Zap to update. Open the KPI or Priority detail, and click on the More Actions button:

Choose "Show ID for API..." and hit the button to copy the ID to your clipboard:

Head back over to Zapier, and paste the goal ID:

Next, you can choose which fields to fill out from the source you are using (like which columns from your Google sheet to update the Projected, Actual, and Variance on your KPI, for example.)
 

Note: If you leave the Year, Quarter, Week, and Date fields blank, Rhythm will determine which week to update.  If you pass Year, Quarter, and Week fields they must all be passed together.  If you omit any of the three Rhythm will determine which week to update.

 
We recommend that you add a Comment that says "Updated by API" so you will see in Rhythm when your goal was updated automatically.
 
Hit Save + Continue to test your Zap, and you're all set!
 

TIP: If you are updating multiple goals at once, you can download a report to pull all the relevant Goal IDs into one file. Go to the Reports screen, and choose the Goals List Export. You can choose to export all the Goal IDs for KPIs, Winning Moves, Annual Priorities, or Quarter Priorities. The .CSV file contains the Goal ID, the Name, the Team, the Owner, and the Start and End Dates for the items you select.