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Add Process Street checklists for new Totango users

  1. When this happensStep 1: User [New]

  2. Then do thisStep 2: Create Checklist

Manage your customer success operations with perfect precision by integrating Process Street with Totango. Create new checklists from your customer success processes inside Process Street, automatically add your team and track progress as it happens.

How It Works

  1. A new user is added to Totango
  2. Zapier creates a checklist inside Process Street

What You Need

  • Totango account
  • Process Street account
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Connect Process Street + Totango in Minutes

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

All Triggers & Actions

InstantNew Attachment

Triggers on a new attachment.

InstantNew Comment

Triggers when someone posts a comment.

Account [New and Value Changes]

It triggers when one of the account attribute value is changed or new account is added.

User [New and Value Changes]

It triggers when one of the user attribute value is changed or new user is added.

InstantNew Checklist

Triggers when a new checklist is created.

InstantNew Task Checked

Triggers when a checklist task is checked off.

Account [New]

It triggers when a new account is added to the segment.

User [New]

It triggers when a new user is added to the segment.