Connect LionDesk and Process Street to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate LionDesk with Process Street - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from LionDesk.

Add your action

An action happens after the trigger—such as "Run Workflow" in Process Street.

You’re connected!

Zapier seamlessly connects LionDesk and Process Street, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new contact is added to your LionDesk account.
Trigger
Polling
Try It
- Contact's LionDesk id
  Required
- Remove existing tags?
- Tags
- Tag options
Action
Write
- LionDesk Id
  Required
- Campaign
  Required
Action
Write
- Email
- Phone number
- LiondDesk id
Action
Search
- 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
- Workflow
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
Action
Search
- Data Set
  Required
Action
Search or write

- LionDesk id
  Required
- Comment description
  Required
Action
Write
- First Name
  Required
- Last Name
- Primary Email
- Contact Hotness
- Contact Source
- Contact Tags
- Mobile Phone
- Home Phone
- Office Phone
- Company
- Birthday
- Type of address
- Address 1
- Address 2
- City
- State
- Zip code
- Comments
- Campaign
- Lead
- Lead Source
- Distribute Lead
Action
Write
- Contact's LionDesk id
  Required
- Hotness
  Required
Action
Write
- Workflow
Trigger
Instant
Try It
- Data Set
  Required
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It
- Data Set
  Required
Action
Write
- Workflow
  Required
- Workflow Run ID
  Required
- Workflow Run Name
- Workflow Run Status
- Assign to
- Due Date
- Shared
Action
Write
- Workflow
  Required
- Workflow Run
  Required
- Task
  Required
- Task Status
- Due Date
Action
Write
- HelpCopy
- Workflow Run ID
- Workflow
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search
- HelpCopy
- Workflow Run ID
- Workflow
  Required
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search or write

For AI agents & developers

Use LionDesk and Process Street with AI agents and code

Beyond Zap workflows. Call LionDesk and Process Street actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose LionDesk and Process Street actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Comment
Run Workflow

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger LionDesk and Process Street actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* liondesk-crm / process-street action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect LionDesk and Process Street to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your LionDesk to Process Street integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About LionDesk

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.

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Related categories

CRM (Customer Relationship Management)

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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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