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Process Street logoProcess Street logo

Close + Process Street

Close + Process Street

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.

  1. When this happens...
    New Task Checked
    New Task Checked
    New Task CheckedTriggers when a task is checked off in a workflow.
  2. automatically do this!
    Create Note
    Create Note
    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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    • Data Set
      Required
    Trigger
    Instant
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    • Workflow
    • Author
    Trigger
    Instant
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    • Workflow
    • Author
    Trigger
    Instant
    Try It
    • Data Set
      Required
    Trigger
    Instant
    Try It
    • Data Set
      Required
    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.
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About Process Street
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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