Process Street Integrations
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BrightIdeas Zap 1: Create Product Onboarding Card for New PO
This BrightIdeas Zap will create new product onboarding cards for every new PO in Process Street.
How this BrightIdeas integration works
- A new Process Street task is checked from the Pre PO Actions template
- Zapier creates a new Trello card with checklist items for that PO
Apps involved
- Process Street
- Trello
BrightIdeas Zap 5: Change Lead Status to Supplier Triggers Step 2 & 3 Checklists
Make sure that each of your suppliers gets the same attention from your team with this BrightIdeas Zap. It will watch for new lead status changes on HubSpot CRM, find the contact info, make sure the person is a supplier, then will create checklists for your team to follow up with onboarding in Process Street.
How this BrightIdeas integration works
- A new contact's lead status is changed in HubSpot CRM
- Zapier finds that user's contact info in HubSpot CRM, and makes sure that lead is a supplier
- Zapier then creates two checklists in Process Street
Apps involved
- HubSpot CRM
- Process Street
BrightIdeas Zap 3: Create Trello Card for New PO Compliance Check
Make sure the same steps are followed each time with this BrightIdeas Zap that creates a new Trello card with a checklist for each task that needs completed.
How this BrightIdeas integration works
- A new Process Street task is checked
- Zapier creates a new Trello card with the PO Compliance Check details
Apps involved
- Process Street
- Trello
Create Slack messages for checked Process Street tasks
Keep your whole team in the loop by feeding Process Street task activity into Slack. This is able to be filtered by checklist, by Slack channel, and more. Save time by automating notifications.
How It Works
- Check off a task in Process Street
- Zapier feeds it to Slack
What You Need
- Slack account
- Process Street account
Send Slack messages for new Process Street checklists
Keep your whole team in the loop by feeding Process Street checklist creation into Slack. This is able to be filtered by checklist, by Slack channel, and more. Save time by automating notifications.
How It Works
- Post a comment in Process Street
- Zapier feeds it to Slack
What You Need
- Slack account
- Process Street account
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Process Street Integration Details
Launched on Zapier May 17, 2015
Zapier combines Triggers (like "New Checklist") and Actions (like "Create Checklist") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Process Street Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new checklist is created.
Triggers when someone posts a comment.
Triggers when a checklist task is checked off.
Triggers on a new attachment.
Creates a new checklist.
Update an existing checklist.
Search for a Checklist by assignee, due date, etc…
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