Process Street
When this happens...
SalesforceNew Case
Then do this...
Process StreetCreate Checklist

Automatically run your workflows for dealing with customer cases through Salesforce. Assign the workflow to a team with the skills to get the job done. Useful for customer success ad support teams.

How It Works

  1. A case is created on Salesforce
  2. Zapier triggers a checklist on Process Street

What You Need

  • Salesforce account
  • Process Street account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Process Street + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Checklist

Triggers when a new checklist is created.

Create Checklist

Creates a new checklist.

New Comment

Triggers when someone posts a comment.

Update Checklist

Update an existing checklist.

New Task Checked

Triggers when a checklist task is checked off.

Create Lead

Create a new lead.

New Lead

Triggers when a new lead is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Create Custom Object

Create a new custom object (of the type you choose).

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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.

Learn More

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

See Salesforce Integrations