Close + Process Street integrations
Create Close notes for new checked tasks in Process Street
When you have tasks getting completed, you'll want to capture notes in your CRM. This integration helps by automatically creating a note in Close when there is a new task checked in Process Street. You'll have updated history of the tasks getting completed going forward.
- When this happens...New Task CheckedTriggers when a task is checked off in a workflow.
- automatically do this!Create NoteCreates a new note.
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More things you can do with Process Street and Close
Discover other triggers and actions you can use with Process Street and Close
- Workflow
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- Author
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- Task
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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.
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Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.
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Related Zap Templates
- Create Process Street workflow run for Close opportunities
- Add new Process Street workflow run as Close tasks
- Update tickets in Process Street from new SMSs in Close.io
- Create Close notes for new Process Street workflow run
- Create notes in Close for new Process Street workflow run
- Create tasks in Close for new workflow run in Process Street
- Initiate Process Street workflows when new custom activities are published in Close
- Run workflows in Process Street for new opportunities in status from Close
- Initiate workflows in Process Street for every new contact added in Close
- Create notes in Close when workflow runs are completed in Process Street









