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Create checklists in Process Street from new Salesforce cases

  1. When this happensStep 1: New Record

  2. Then do thisStep 2: Create Checklist

Automatically run your workflows for dealing with customer cases through Salesforce. This integration creates a checklist in Process Street as soon as a new case is created in Salesforce, allowing you to 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

Connect Process Street + Salesforce in Minutes

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

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