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Close + Process Street

Create tasks in Close for new workflow run in Process Street

Effortlessly manage tasks by connecting your Process Street and Close apps. With this workflow, whenever a new checklist is created in Process Street, a task will be generated in Close, ensuring you stay organized and on top of your workload. Save time and boost productivity by streamlining the task creation process using automation.

Effortlessly manage tasks by connecting your Process Street and Close apps. With this workflow, whenever a new checklist is created in Process Street, a task will be generated in Close, ensuring you stay organized and on top of your workload. Save time and boost productivity by streamlining the task creation process using automation.

  1. When this happens...
    Process StreetProcess Street
    New Workflow Run

    Triggers when a workflow is run.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Task

    Creates a new Task.

    ActionWrite
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Supported triggers and actions

    • Workflow

    Trigger
    Instant
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    • Data SetRequired

    Trigger
    Instant
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    • Workflow

    • Author

    Trigger
    Instant
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    • Workflow

    • Author

    Trigger
    Instant
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    • Data SetRequired

    Trigger
    Instant
    Try It
    • Data SetRequired

    Trigger
    Instant
    Try It
    • Workflow

    Trigger
    Instant
    Try It
    • Workflow

    • Task

    Trigger
    Instant
    Try It
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About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
process-street logo
process-street logo

About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

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