How to connect kvCORE + Process Street
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- Campaign ActionTriggers when a campaign action runs for a specific Zap ID.Trigger
- New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).Trigger
- Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.Action
- Update ContactUpdates a new contact within an account.Action
- New AttachmentTriggers when someone attaches a file to a workflow run.Trigger
- New Workflow RunTriggers when a workflow is run.Trigger
- New CommentTriggers when someone posts a comment on a workflow run.Trigger
- New Task CheckedTriggers when a task is checked off in a workflow.Trigger
- Process Street
Runs a workflow.
Scheduled
Action
- Process Street
Update an existing workflow run.
Scheduled
Action
- Process Street
Search for a workflow run by assignee, due date, etc…
Scheduled
Action
- Process Street
Runs a workflow if it was not found by search.
Scheduled
Action
How kvCORE + Process Street Integrations Work
- Step 1: Authenticate kvCORE and Process Street.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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