Process Street

Process Street Help & Support

What Process Street Triggers and Actions are Supported?

Supported Triggers#

  • New Attachment - Triggers on a new attachment.
  • New Checklist - Triggers when a new checklist is created.
  • New Task Checked - Triggers when a checklist task is checked off.
  • New Comment - Triggers when someone posts a comment.

Supported Actions#

  • Create Checklist - Creates a new checklist.
  • Update Checklist - Update an existing checklist.

Supported Searches#

  • Find Checklist - Search for a Checklist by assignee, due date, etc…

How to Get Started with Process Street on Zapier

To get started with Process Street on Zapier, first you will need to click to connect your Process Street account to use with your Zap. Next, you'll be asked to name your Process Street connection and enter your API Key

Process Street API Key

How to get your Process Street API key#

To locate your API Key in your Process Street account either click this link and login or please follow these steps:

  1. Login to your Process Street account.
  2. Click your organization name from the top right-hand menu.
  3. Click on the "My Profile & Settings" option.
  4. Click on the "Settings & API" tab on the menu of that page.
  5. Click the "+ New API key" button to generate a new key to use and then copy that key to your clipboard.

Process Street API Key in APP account

Paste your key back into your Zapier account and then “Continue”. If your API was entered correctly your Process Street account will now be successfully connected.

Process Street connection successful

Common Problems with Process Street on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

Process Street is a SaaS platform that lets non-technical teams create powerful, API-driven workflows. The easiest way to document, track, automate and optimize customer-centric processes. We help sales and customer success teams drive revenue and reduce churn.

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Getting Started with Zapier