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Process Street logoProcess Street logo
Close logoClose logo
Process Street logoProcess Street logo

Close + Process Street

Close + Process Street

Close + Process Street integrations

Create notes in Close when workflow runs are completed in Process Street

Automate your task management effortlessly with this workflow which responds to the completion of a task in Process Street. Once the task in Process Street completes, a note will be immediately created in Close. This helps to ensure efficient tracking of tasks, saving you time and keeping your teams well-informed about task progress.

  1. When this happens...
    Workflow Run Completed
    Workflow Run Completed
    Workflow Run CompletedTriggers when a workflow run is completed.
  2. automatically do this!
    Create Note
    Create Note
    Create NoteCreates a new note.
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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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