Process Street Integrations

Need to keep a record of tasks you've completed or recurring tasks to hold on to for the future? Create a database of your checked tasks by integrating Process Street and Google Sheets.

How It Works

1. A task is checked off in Process Street
2. Zapier adds the details to a new row in Google Sheets

What You Need

• Process Street account
• Google Sheets account

Update Asana and Process Street simultaneously and trigger your team's recurring processes automatically with this Asana-Process Street integration.

How It Works

1. A new task is added in Asana
2. Zapier creates a new checklist in Process Street

What You Need

• Process Street account
• Asana account

Do you need an easier way to keep your projects updated as you progress through your workflows? Add new cards to Trello whenever you run new checklist instances in Process Street.

How It Works

1. A checklist is created in Process Street
2. Zapier adds a new card in Trello

What You Need

• Process Street account
• Trello account

Keep your whole team in the loop by feeding Process Street comments into Slack. You are able to be filter by checklist, by Slack channel, and more! Save time by automating notifications.

How It Works

1. Post a comment in Process Street
2. Zapier feeds it to Slack

What You Need

• Slack account
• Process Street account

Notify your team or trigger sales and onboarding emails with this Process Street-Email integration. Automatic emails can contain custom data from Process Street checklists, including email address, subject, body, etc.

How It Works

1. A task is checked off in Process Street
2. Zapier sends an email

What You Need

• Process Street account

Rather than manually scheduling meetings with employees or clients, use Zapier to automate it from inside your Process Street checklists. Google Calendar parses times and dates from tasks of you choice (try 'arrange a meeting' or 'follow up', for example), and adds it to your calendar automatically.

The task should be descriptive of the planned event, the checklist should be the name of the person you're meeting and the comment should include a date and a time.

*Note: This Zapier integration won't find times and dates posted before it was set up, it will just look for new ones.

How It Works

1. A comment is posted in Process Street
2. Zapier adds an event in Google Calendar

What You Need

• Process Street account
• Google account

Create a spreadsheet database of all future checklists by integrating Process Street with Google Sheets. Each checklist will be added on a new row on a spreadsheet of your choosing.

How It Works

1. A checklist is created in Process Street
2. Zapier creates a new row in a Google Sheets

What You Need

• Process Street account
• Google account

Store the attachments on any or all Process Street checklists with this Process Street-Google Drive Zapier integration. Keep your files all in one place automatically.

How It Works

1. An attachment is uploaded to Process Street
2. Zapier uploads the attachment to Google Drive

What You Need

• Process Street account
• Google Drive account

Need to make sure Process Street gets to work on new deals once they're mature enough? Activate this Zap and we'll track everything for you, automatically creating a checklist on Process Street for every new deal added to your specified pipeline stage on Pipedrive after that.

How It Works

1. A new deal is added to a pipeline stage on Pipedrive
2. Zapier automatically creates a checklist on Process Street

What You Need

• Pipedrive account
• Processs Street account

Looking for an easier way to have Asana keep up with your work on Process Street? We can help with an integration between the two that will trigger whenever a new checklist is detected on Process Street, automatically creating a matching project on Asana. Simply turn it on and we'll take it from there!

How It Works

1. A new checklist is created on Process Street
2. Zapier automatically adds a new project to Asana

What You Need

• Processs Street account
• Asana account

Keep all of your team on the same page by connecting different apps you use together. Easily automate the creation of Process Street checklists inside Trello and always be connected.

How It Works

1. A card is added to Trello
2. Zapier creates a checklist in Process Street

What You Need

• Trello account
• Process Street account

If you're using Trello to organize your project and Process Street for smaller, recurring tasks, update both simultaneously using Zapier. This Process Street-Trello integration automatically adds Trello cards to any list on any board you have access to.

How It Works

1. Check off a task in Process Street
2. Zapier creates a new card in Trello

What You Need

• Trello account
• Process Street account

Automate checklist creation with this Process Street-Gmail integration. Whenever you receive an email matching certain search criteria (such as subject:Meeting, has:attachment, in:label), run a checklist in Process Street with data from the email.

How It Works

1. An email is received in Gmail matching specific search criteria
2. Zapier creates a checklist in Process Street

What You Need

• Gmail account
• Process Street account

Store the attachments on any or all Process Street checklists with this Process Street-Dropbox Zapier integration. Keep your files all in one place automatically.

How It Works

1. An attachment is uploaded to Process Street
2. Zapier uploads the attachment to Dropbox

What You Need

• Process Street account
• Dropbox account

Automate your employee offboarding workflows with this Process Street-People HR Zapier integration. Trigger a checklist from a template of your choice when a new leaver is added to People HR.

How It Works

1. A new leaver is added to People HR
2. Zapier creates a new checklist in Process Street

What You Need

• Process Street account
• People HR account

Automate workflow assignment with this Asana-Process Street integration that triggers a checklist from a template of your choice when you add a task to an Asana project. Useful for keeping track of your team's recurring processes.

How It Works

1. A new task is added to a project in Asana
2. Zapier creates a new checklist in Process Street

What You Need

• Asana account
• Process Street account

Trigger processes smoothly and automate workflows automatically by linking Agile CRM to Process Street. When you hit certain deal milestones, Zapier creates and assigns Process Street checklists from a template of your choice, pre-populated with data from Agile CRM.

How It Works

1. A deal is updated in Agile CRM
2. Zapier creates a Process Street checklist

What You Need

• Agile CRM account
• Process Street account

Keep your whole team in the loop by feeding Process Street attachments into Slack. This is able to be filtered by checklist, by Slack channel, and more.

How It Works

1. Upload an attachment in Process Street
2. Zapier feeds it to Slack

What You Need

• Slack account
• Process Street account

Keep all your files in one place by integration Process Street with Teamwork. This makes it easy for you and your team to get a quick overview without checking up on too many places.

How It Works

1. An attachment is uploaded in Process Street
2. Zapier copies this attachment to Teamwork

What You Need

• Process Street account
• Teamwork account

Add Process Street checklists as tasks on Close with this Close-Process Street Zapier integration, reminding you and your team to run the checklist. Useful for customer success and sales teams with recurring Process Street workflows.

How It Works

1. A checklist is created on Process Street
2. Zapier creates a task in Close

What You Need

• Close account
• Process Street account