How to Work with Zapier
Rhythm's Zapier connector now works both ways:
- Rhythm as the Trigger — Kick off a Zap the moment something changes in Rhythm: a KPI, Quarter Priority, Annual Priority, or Winning Move is created, updated, or deleted; a Task or Comment is added; or a goal status update is posted. Changes reach Zapier within seconds, whether they came from the Rhythm app, the API, or an AI tool.
- Rhythm as the Action — Push data into Rhythm from another app: create or update a goal (any type), create or update a task, update a goal status, or look up an existing goal or task.
Before taking the steps below, check the Zapier website to confirm the other app you want to connect is supported. If you don't see it, you may need a developer to build a custom API integration (see our custom API integration help documentation).
Reconnecting an existing Zap? If you set up a Zap with Rhythm before, you'll need to reconnect your Rhythm account one time — old connections don't carry over to the new connector.
Example Workflows
Here are a few ways teams use the Rhythm + Zapier connection:
- Notify your team when a task is done. Trigger: Task Updated in Rhythm (status = Complete) → Action: Send a channel message in Slack.
- Get red goals onto the agenda automatically. Trigger: Goal Status Updated in Rhythm (color = Red) → Action: Add an agenda item to the relevant weekly meeting in Rhythm.
- Surface Rhythm comments in Teams. Trigger: Comment Created in Rhythm → Action: Post a message in Microsoft Teams.
- Keep KPIs in sync with your CRM or ERP. Trigger: A record updates in your CRM or ERP (like Salesforce or NetSuite) → Action: Update Goal Status in Rhythm with the new Actual value.
These are just starting points — any trigger on the left can pair with any action on the right, so you can mix and match based on what your team needs to stay in sync.
Configure Rhythm
Setting up the connection now happens entirely inside Rhythm.
- Make sure API Admin access is turned on for your login. If you don't see it in your menu, ask your company's Rhythm administrator to turn it on for you.
- Go to API Admin → OAuth V2 Clients, and click the + button.
- Choose Zapier as the integration type.
- Give it a name — if your company has more than one Zapier connection, naming it after yourself or its purpose makes it easy to tell apart later.
- Save the new client. You'll get a Client ID and Client Secret — copy both.
Configure Zapier
Log in to your existing account or create an account with Zapier.
Connect Rhythm
When you connect Rhythm as your Trigger or Action app in Zapier, paste in the Client ID and Client Secret from the step above. That's the only setup required — once connected, you can build automations using any of the triggers and actions below.
Set Up a Trigger
Click Make a Zap, then choose your trigger app.
- To start a Zap from Rhythm, search for Rhythm and choose the event: Goal Created, Goal Updated, Goal Deleted, Task Created/Updated/Deleted, Comment Created/Updated/Deleted, or Goal Status Updated.
- To start a Zap from another app (like a new row in Google Sheets), search for that app as usual.
Choose an Action
Choose Rhythm as your Action app, then pick an action:
- Create Goal — creates a new KPI, Quarter Priority, Annual Priority, or Winning Move, including success criteria.
- Update Goal — updates an existing goal, including marking it complete.
- Update Goal Status — posts a status update (color, Projected/Actual/Variance, and a comment).
- Create Task / Update Task — creates or updates a task, including marking it complete.
- Find Goals / Find Tasks — looks up existing goals or tasks, useful for feeding an ID into a later step.
You'll pick your Team, Quarter, User, and Goal or Task from live dropdown lists rather than pasting in a Goal ID.
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, they must all be passed together — if you omit any of the three, Rhythm will determine the week.
We recommend adding a comment like "Updated by Zapier" so you can see in Rhythm's Item History when a goal was changed automatically — every Zapier action is now labeled with its source and attributed to the connected user.
Hit Save + Continue to test your Zap, and you're all set!
TIP: If you're updating multiple goals at once, use the Goals List Export on the Reports screen to pull all relevant Goal IDs into one file — the .CSV contains Goal ID, Name, Team, Owner, and Start/End Dates.