Breezy HR + ProcessKit Integrations
How to connect Breezy HR + ProcessKit
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New Candidate in StageTriggers when a new candidate enters the chosen stage.Trigger- New CandidateTriggers when a new candidate is added to an active position.Trigger
- New Active PositionTriggers when a position is set active for the first time.Trigger
- Create CandidateCreates a new candidate.Action
Updated ProjectTriggers when a new project is created in ProcessKit.Trigger- A Project Is UpdatedTriggers when a project has been updated in ProcessKit.Trigger
- Completed TasksTriggers when a task in a project has been marked completed.Trigger
- Complete TaskMark a task as complete.Action
- ProcessKit
Creates a client in ProcessKit
Scheduled
Action
- ProcessKit
Create a new, empty task list in a project. Later, you can add tasks to it manually or via another Zapier action.
Scheduled
Action
- ProcessKit
Creates a project in ProcessKit
Scheduled
Action
- ProcessKit
Apply a tag to a project in ProcessKit. If the tag doesn't exist yet, this action can create the tag and then apply it.
Scheduled
Action
- ProcessKit
Create a task in an existing task list in an existing project in ProcessKit.
Scheduled
Action
- ProcessKit
Assign an existing task to a person in your ProcessKit account
Scheduled
Action
- ProcessKit
Create a task list in a project. The task list and tasks will be built from a process template in your ProcessKit account.
Scheduled
Action
- ProcessKit
Mark a task as not completed yet.
Scheduled
Action
- ProcessKit
Updates a client in ProcessKit
Scheduled
Action
- ProcessKit
Make updates to an existing project in ProcessKit, including updating project dates and other fields, moving a project to a different board, and associating a client with a project.
Scheduled
Action
- ProcessKit
Update an existing task's title, content fields, start date, or due date.
Scheduled
Action
- ProcessKit
Update an existing task field
Scheduled
Action
- ProcessKit
Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.
Scheduled
Action
- ProcessKit
Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.
Scheduled
Action
- ProcessKit
Find a project in ProcessKit by its title
Scheduled
Action
- ProcessKit
Find a project in ProcessKit by custom field values
Scheduled
Action
- ProcessKit
Find a task within a project in ProcessKit
Scheduled
Action
- ProcessKit
Find a task field in a task by its label. Enter the exact label text (case sensitive) for the field you want to find.
Scheduled
Action
- ProcessKit
Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.
Scheduled
Action
- ProcessKit
Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.
Scheduled
Action
- ProcessKit
Find a project in ProcessKit by its title
Scheduled
Action
- ProcessKit
Find a project in ProcessKit by custom field values
Scheduled
Action
- ProcessKit
Find a task within a project in ProcessKit
Scheduled
Action
How Breezy HR + ProcessKit Integrations Work
- Step 1: Authenticate Breezy HR and ProcessKit.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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