Integrations

Process Street Integrations & Connections | Connect and Automate

Discover powerful Process Street integrations to automate your work and streamline processes. Connect with popular tools to build automated workflows, sync data, and boost your team's productivity.

Start workflow in Process Street for every new ticket in Zendesk

Simplify your customer service process with this smart workflow. Whenever a new ticket is created in Zendesk, it will immediately trigger a designated workflow in Process Street, ensuring your team promptly addresses customer queries. Leverage this automation to enhance your customer support efficiency and responsiveness.

Update new rows in Smartsheet when new tasks are checked in Process Street

Efficiently streamline your task management with this workflow. When a new task is checked off in Process Street, a row will be instantly updated in Smartsheet, ensuring your progress updates are recorded in real time. Now, managing and keeping track of task completion becomes remarkably efficient and hassle-free. Stay organized, save time, and enhance productivity with this seamless integration.

Create new Notion pages when tasks are checked in Process Street

Stay organized and efficient when a new task is checked off in your Process Street workflow. This automation creates a new page in Notion, allowing you to keep track and manage your tasks efficiently. It's an effortless way to ensure your tasks and pages are always up-to-date, maintaining your productivity at its peak.

Trigger Process Street workflows when specific column values are updated on your monday.com boards

Improve your efficiency with this workflow that comes into play when a specific column value changes in your monday.com board. By initiating a workflow in Process Street, your procedural tasks can kick off instantly, leading to streamlined operations and boosted productivity. With this seamless communication between monday.com and Process Street, managing dynamic changes within your team becomes a less daunting task, saving you time and reducing manual effort.

Create meetings in Google Meet from new data set records in Process Street

Effortlessly schedule meetings in Google Meet when a new data set record is created in Process Street with this seamless workflow. As soon as a record is added in Process Street, a meeting will be scheduled in Google Meet, simplifying your scheduling process and allowing you to focus on more important tasks. Stay organized and save time with this efficient automation.

Create tasks from template in Asana for every new task checked in Process Street

Stay organized and efficient with this integration between Process Street and Asana. Whenever you mark off a new task in Process Street, the system will create a corresponding task in Asana from your chosen template. This seamless connection ensures you never miss important steps in your workflow while keeping your team aligned and moving quickly.

Update HubSpot deals when new Process Street workflow runs happen

Streamline your sales process with this automation. When a new workflow run happens in Process Street, it will trigger an update to your deal in HubSpot instantly. This ensures your sales data remains up-to-date, eliminates manual data entry, and lets you focus on closing more deals.

Send sales invoices by email in Xero when new tasks get checked in Process Street

Automate your invoicing process with this workflow. When a new task is marked as completed in Process Street, it triggers the creation and sending of a sales invoice via email through Xero. This not only streamlines your billing process but also ensures prompt and accurate invoicing every time a task is fulfilled.

Update Zoho CRM module entries each time new tasks get checked in Process Street

This workflow activates when a task is marked as complete in Process Street, then creates or updates an entry in Zoho CRM. This automation ensures your Zoho CRM reflects your most recent accomplishments in Process Street, allowing you to maintain an up-to-date record of your workflow progress seamlessly. Stay on top of your tasks with this straightforward, efficient tool.

Create records in Zapier Tables for new checked tasks in Process Street

Stay organized and efficient with this workflow. When you check off a new task in Process Street, a corresponding record is created in Tables, keeping your data up-to-date and ensuring no task is overlooked. Enjoy streamlined task management and improved productivity.

Create a new checklist in Process Street from new WordPress posts

When you save a post draft on WordPress, Zapier will create a checklist in Process Street. This is useful for writing processes, checking content and vetting in-review posts before they go live.

"trigger get requests in Webhooks by Zapier when new tasks are checked in Process Street"

When a new task gets ticked off in Process Street, enhance your process by triggering the GET action in Webhooks by Zapier. This efficient workflow ensures real-time data retrieval, keeping everything up-to-date. You'll be in the loop without any additional effort, allowing you to focus on other important tasks.

Send sms notifications via Twilio when new tasks are checked in Process Street

Stay on top of your tasks with this workflow that connects Process Street and Twilio. When a new task is checked in Process Street, a text message will be sent through Twilio to keep you informed. This seamless integration ensures you're always in the loop, so you can efficiently manage your priorities and achieve milestones on time.

Create Process Street workflow run for new Stripe charges

Automatically trigger your recurring workflows for dealing with charges by integrating Stripe ad Process Street. Easily assign a new Process Street checklist to the team with the right skills to get the job done, then monitor progress via the Process Street dashboard.

Update Salesforce records whenever new tasks are checked in Process Street

Boost your efficiency by connecting Process Street with Salesforce. When you tick off a new task in Process Street, this integration will automatically update the corresponding record in Salesforce. This handy automation streamlines your workflow, minimizing time spent on manual data entry and ensuring all your Salesforce records stay up to date with your task completions.

Update people in Pipedrive when new tasks are checked in Process Street

Keep your sales pipeline current and efficient with this seamless workflow. When you complete a task in Process Street, it initiates an update for a person's details in Pipedrive. This ensures your team always has the latest information at their fingertips, saving time and improving communication. You can focus more on closing deals instead of manual data entry.

Create new Sage Intacct contacts for every checked task in Process Street

Streamline your operations by turning your completed tasks in Process Street into new contacts in Sage Intacct. This workflow allows you to efficiently create a contact in Sage Intacct every time a task is marked as completed in Process Street, resulting in simplified task management and smoother business processes. Enjoy seamless connectivity between the two platforms, and save time with less manual work.

Manage new QuickBooks Online invoices by running workflows in Process Street

With this streamlined workflow, each time you create a new invoice in QuickBooks Online, a corresponding workflow will initiate in Process Street. This efficacious automation saves you valuable time and attention, by ensuring that your financial data and operational processes are always in alignment. Take the hassle and potential for error out of manual data entry and allow you to focus on the bigger picture.

Create Process Street workflow run for PayPal refunds

Trigger a recurring workflow whenever a sale is refunded over PayPal using this Process Street-PayPal Zapier integration. Useful for sales teams tracking lost sales.

Update workflow runs in Process Street with OpenAI responses for new tasks checked in Process Street

Enhance your project workflows with AI-generated summaries, messages, and more. Once this integration is active, it automatically relays a custom prompt to OpenAI, then relays the response as an update to your Process Street workflow run as soon as a new task is checked in Process Street.

Update events in Google Calendar when new tasks are checked in Process Street

Stay on track with this efficient workflow that connects Process Street and Google Calendar. Whenever a new task is marked off in Process Street, it prompts an update to your Google Calendar. This automated process helps you stay organized and punctual, keeping your calendar up-to-date with your task achievements. Say goodbye to the hassle of manually updating your calendar, and let this workflow create a seamless link between your task progress and schedule.

Run workflows in Process Street for new tasks in Google Tasks

When a new task presents itself in Google Tasks, this handy workflow springs into action by launching a corresponding process in Process Street. This means you can promptly attend to fresh tasks without delay and manual effort. Enhance your productivity and ensure that nothing slips through the cracks by streamlining your task handling across these platforms.

Tag Intercom user when a task is checked off in Process Street

Integrate Process Street workflow run with Intercom to save time manually updating user tags while onboarding, guiding through a trial, or any use case you can think of; move your prospects through the funnel at same time as you check tasks, not before or after.

Upload files to Google Drive when new tasks are checked in Process Street

With this workflow, when you complete a task within the Process Street app, a file is instantly uploaded to Google Drive. This feature will streamline your productivity process, allowing you to keep track of your finished tasks within Google Drive, without needing to manually upload each file. This integration aids in maintaining an organized and efficient working environment.

Create Google Docs documents from templates when Process Street workflow runs are completed

Improve efficiency with this integrated workflow that springs into action when you complete a run in Process Street. It promptly generates a new document in Google Docs from a specified template, saving you valuable time and ensuring accuracy. This seamless connection between Process Street and Google Docs facilitates a smooth flow of information, making your document creation process more streamlined and effective.

Send channel message in Discord when new tasks are ready in Process Street

This workflow springs into action when a task is ready in Process Street, instantly sending a channel message in Discord. Perfect for teams using Process Street for task management and Discord for communication, this integration ensures all members are instantly informed about task readiness. Experience seamless coordination between your apps, enhancing productivity and ensuring tasks are attended to promptly.

Update and run workflows in Process Street when stages are updated in Follow Up Boss

Stay on top of your contacts' progress in Follow Up Boss with this seamless workflow. Whenever there's an update to a person's stage in Follow Up Boss, it triggers a corresponding task in your Process Street checklist. This enables you to manage tasks efficiently in Process Street, leading to streamlined project management and smooth business operations.

Create GitHub issues for new checked tasks in Process Street

Effortlessly streamline your development process with this automation. When a new task is checked off in Process Street, this workflow will create a new issue in GitHub, helping you manage and prioritize tasks in real time. Maintain a smooth and efficient workflow by keeping your team informed and focused on what matters most.

Create or append to text files in Dropbox when new tasks are checked in Process Street

Streamline your task management procedure with this efficient workflow. When you complete a task in Process Street, a new text file gets created or updated in Dropbox. This ensures you have a comprehensive and accessible record of each completed task, enhancing organization and productivity. Solve the problem of losing track of finished work and save valuable time with this seamless process.

Create a new checklist in Process Street when you write a note in Evernote

Automate writing process triggers with this Process Street-Evernote integration. Useful for structuring quick ideas jotted in Evernote into full-length content when combined with a blog post structure template.

Run workflows in Process Street for new opportunities in status from Close

When a new opportunity arises in your Close app, ensure you never miss a beat by activating this workflow. It initiates a Workflow process in your Process Street app to streamline your operations. This seamless integration helps you stay on top of your potential leads effectively, eliminating the risk of losing track of crucial business opportunities while also saving you valuable time.

Update and manage Brevo contacts when new tasks are checked in Process Street

Ensure your contacts in Brevo are always updated by setting up this workflow. When you tick off a new task in Process Street, this integration takes care of updating or adding the contact in Brevo. Enjoy a clutter-free work process as this allows you to concentrate on more vital tasks while keeping your contact data fresh and comprehensive.

Update Airtable records when Process Street workflow runs complete

This workflow is designed to help streamline your processes by linking Process Street and Airtable. Whenever a workflow run is completed in Process Street, it will seamlessly prompt an update in your chosen Airtable record. This efficient solution frees you from manual data transfer, allowing you to focus on tasks that require your unique expertise. Notice an uptick in productivity by keeping your records up-to-date and accurate.

Create new Any.do Personal tasks when tasks are checked in Process Street

Stay on top of your task list by creating a seamless workflow between Process Street and Any.do Personal. With this automation, every time you check off a new task in Process Street, a corresponding task will be added to your Any.do Personal list. This ensures that all your important tasks are organized and tracked, helping you stay focused and efficient.

Add Process Street comments with links to Buffer

Comments with links inside workflow run in Process Street can now feed directly to Buffer with this Zapier integration, keeping your social channels updated while you progress through your workflow. Useful for content curation processes.

Start workflows in Process Street for new contacts added to lists in ActiveCampaign

Streamline your contact management with this seamless integration between ActiveCampaign and Process Street. Once a new contact is added to a list in ActiveCampaign, a relevant workflow will start running in Process Street, ensuring you never miss a step in dealing with your new contact. This is a simple yet effective way to improve efficiency, accuracy, and productivity in managing contacts and workflows.

Capture new Typeform entries by creating data set records in Process Street

Turn new entries from Typeform into records in your Process Street datasets with this easy-to-use workflow. Get rid of the hassle of manual data transfer and keep all your data in one, easy to manage location. You'll find that managing your data across both platforms has never been easier, ultimately giving you more time for tasks that truly matter. Get started with this seamless integration now.

Manage new Process Street tasks by creating respective tasks in Todoist

Stay on top of your workflow with this effective automation. When you complete a task in Process Street, it instantly creates a corresponding task in Todoist, ensuring you never miss an important action item. It's the perfect solution for busy professionals looking to streamline their task management without any manual effort.

Update Google Sheets rows when new tasks are checked in Process Street

Keep your Google Sheets up-to-date whenever a task is checked off in Process Street with this convenient workflow. When a new task is marked as completed in Process Street, this automation updates the corresponding row in your Google Sheets spreadsheet to reflect the change. This way, you'll always have accurate data in your sheets without any manual effort, streamlining your task tracking and project management.

Create Process Street data set records from new Slack channels

Enhance your productivity by uniting Slack and Process Street through this workflow. As soon as a fresh channel emerges on Slack, it will result in the creation of a corresponding record in Process Street. Enjoy streamlined collaboration and precise task management, all while saving time in a synced workflow. This new way of working ensures accurate and efficient team communications.

Create Trello cards from new ready tasks in Process Street

Streamline your task management efforts with this effective workflow. Once a task is ready in Process Street, this automation creates a corresponding card in your Trello board. It helps to centralize your tasks, allowing you to manage and track progress in one place, resulting in improved efficiency and productivity. Use this integration to keep your tasks organized and ensure your team is always on track.

Create tasks from template in Asana for every new task checked in Process Street

Stay organized and efficient with this integration between Process Street and Asana. Whenever you mark off a new task in Process Street, the system will create a corresponding task in Asana from your chosen template. This seamless connection ensures you never miss important steps in your workflow while keeping your team aligned and moving quickly.

Create Process Street workflows for new Calendly invitees

Streamline your scheduling process by connecting Calendly and Process Street with this efficient workflow. When a new invitee is created in Calendly, this automation will instantly trigger a workflow in Process Street, ensuring a seamless experience for both you and your clients. Stay organized and save time by letting this integration handle appointment coordination for you.

Update tasks in ClickUp when workflow runs are completed in Process Street

Streamline your workflow and improve productivity with this automation that activates when a workflow run is completed in Process Street. It seamlessly updates the task in ClickUp, keeping your team up-to-date without the need for manual intervention. Enjoy a smoother task management process and ensure nothing falls through the cracks.

Update Google Sheets rows when new tasks are checked in Process Street

Keep your Google Sheets up-to-date whenever a task is checked off in Process Street with this convenient workflow. When a new task is marked as completed in Process Street, this automation updates the corresponding row in your Google Sheets spreadsheet to reflect the change. This way, you'll always have accurate data in your sheets without any manual effort, streamlining your task tracking and project management.

Create workflow run in Process Street from new Google Sheets spreadsheet rows

This integration creates workflow run in Process Street from new Google Sheets spreadsheet rows.

Create Google Sheets rows for Process Street comments

Collate Process Street checklist comments in Google Sheets to keep all data in one place. Useful for teams who share links in checklist comments, like content creation and promotion.

Add Google Sheets rows for new Process Street workflow run

Create a spreadsheet database of all future workflow run by integrating Process Street with Google Sheets. Each checklist will be added on a new row on a spreadsheet of your choosing.

Post Process Street task activity to Google Sheets

Need to keep a record of tasks you've completed or recurring tasks to hold on to for the future? Create a database of your checked tasks by integrating Process Street and Google Sheets.

Create Process Street data set records from new Slack channels

Enhance your productivity by uniting Slack and Process Street through this workflow. As soon as a fresh channel emerges on Slack, it will result in the creation of a corresponding record in Process Street. Enjoy streamlined collaboration and precise task management, all while saving time in a synced workflow. This new way of working ensures accurate and efficient team communications.