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Process Street + Salesforce

Run workflows in Process Street for updated records in Salesforce

Stay on top of changes in real-time with this efficient workflow. Whenever a record field is updated in Salesforce, it directly triggers a workflow in Process Street. This solution helps you smoothly manage your tasks and streamline your operations, saving valuable time and ensuring you never miss an update. Use this automation to aid your Salesforce and Process Street operations.

Stay on top of changes in real-time with this efficient workflow. Whenever a record field is updated in Salesforce, it directly triggers a workflow in Process Street. This solution helps you smoothly manage your tasks and streamline your operations, saving valuable time and ensuring you never miss an update. Use this automation to aid your Salesforce and Process Street operations.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    Process StreetProcess Street
    Run Workflow

    Runs a workflow.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.
Learn moreHelp

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  • Project Management

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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