Process Plan Integrations

Name: Zapier
Availability: InStock

Put Process Plan to work with AI and enterprise-grade automation

Automate smarter with Process Plan and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Cognito Forms

Forms & Surveys

GoCanvas

Forms & Surveys

pdfFiller

Documents

SignNow

Signatures

Twilio

Phone & SMS

Microsoft Office 365

Email, Microsoft

SignRequest

Signatures

Microsoft Outlook

Calendar, Email, Microsoft

Google Docs

Documents, Google

Cognito Forms

Forms & Surveys

GoCanvas

Forms & Surveys

pdfFiller

Documents

SignNow

Signatures

Twilio

Phone & SMS

Microsoft Office 365

Email, Microsoft

Cognito Forms

Forms & Surveys

GoCanvas

Forms & Surveys

pdfFiller

Documents

SignNow

Signatures

Twilio

Phone & SMS

Microsoft Office 365

Email, Microsoft

SignRequest

Signatures

Microsoft Outlook

Calendar, Email, Microsoft

Google Docs

Documents, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Start processes in ProcessPlan when new files are added to Dropbox.
Details
Try it
Dropbox + Process Plan
Add rows to a MySQL database when new tasks are closed in ProcessPlan
Premium
Details
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Process Plan + MySQL
Get Slack notifications when new ProcessPlan tasks are assigned
Details
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Process Plan + Slack
Start ProcessPlan processes when new rows are added to a Google Sheet
Details
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Google Sheets + Process Plan
Create new Dropbox folders when ProcessPlan processes are started
Details
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Process Plan + Dropbox
Create new Trello boards when processes are started in ProcessPlan
Details
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Process Plan + Trello

Start processes in ProcessPlan when new files are added to Dropbox.

Details

Try it

Dropbox + Process Plan

Add rows to a MySQL database when new tasks are closed in ProcessPlan

Details

Try it

Process Plan + MySQL

Get Slack notifications when new ProcessPlan tasks are assigned

Details

Try it

Process Plan + Slack

Start ProcessPlan processes when new rows are added to a Google Sheet

Details

Try it

Google Sheets + Process Plan

Create new Dropbox folders when ProcessPlan processes are started

Details

Try it

Process Plan + Dropbox

Create new Trello boards when processes are started in ProcessPlan

Details

Try it

Process Plan + Trello

Get Slack notifications for overdue ProcessPlan tasks

Details

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Process Plan + Slack

Start new processes in ProcessPlan when new Google Calendar events start

Details

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Google Calendar + Process Plan

Create new processes in Process Plan for newly added rows in MySQL

Details

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MySQL + Process Plan

Create processes in Process Plan for new Stripe customers

Details

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Stripe + Process Plan

Start new processes in Process Plan and send direct messages in Slack

Details

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Process Plan + Slack

Initiate Process Plan processes for new Ninja Forms submissions

Details

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Ninja Forms + Process Plan

Get Slack notifications for overdue ProcessPlan tasks
Details
Try it
Process Plan + Slack
Start new processes in ProcessPlan when new Google Calendar events start
Details
Try it
Google Calendar + Process Plan
Create new processes in Process Plan for newly added rows in MySQL
Premium
Details
Try it
MySQL + Process Plan
Create processes in Process Plan for new Stripe customers
Details
Try it
Stripe + Process Plan
Start new processes in Process Plan and send direct messages in Slack
Details
Try it
Process Plan + Slack
Initiate Process Plan processes for new Ninja Forms submissions
Details
Try it
Ninja Forms + Process Plan

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Process Template
  Required
- When This Field Is Updated
  Required
Trigger
Instant
Try It
- Process Template
  Required
Trigger
Instant
Try It
- Process Template
  Required
- When This Task Is Canceled (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template
  Required
- When This Tasks Due Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template
  Required
- When This Tasks Becomes Past Due (No Selection = Any Tasks)
Trigger
Instant
Try It

- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Cancel
  Required
- Process Instance
  Required
Action
Write

- Process Template ID
  Required
- Select the Task to Start
  Required
- Process Instance
  Required
Action
Write
- Process Template
  Required
Action
Search

- Process Template
  Required
Trigger
Instant
Try It
- Process Template
  Required
- When This Task Is Assigned (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template
  Required
- When This Task Is Completed (No Selection = Any Tasks)
- When This Task Response Is Used (No Selection = Any Response)
Trigger
Instant
Try It
- Process Template
  Required
- Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template
  Required
- When This Task's Start Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template ID
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Complete
  Required
- Task Response
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
Action
Write

Process Plan Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

HelpHelp

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Process Plan Integrations

Put Process Plan to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Start processes in ProcessPlan when new files are added to Dropbox.

Add rows to a MySQL database when new tasks are closed in ProcessPlan

Get Slack notifications when new ProcessPlan tasks are assigned

Start ProcessPlan processes when new rows are added to a Google Sheet

Create new Dropbox folders when ProcessPlan processes are started

Create new Trello boards when processes are started in ProcessPlan

Start processes in ProcessPlan when new files are added to Dropbox.

Add rows to a MySQL database when new tasks are closed in ProcessPlan

Get Slack notifications when new ProcessPlan tasks are assigned

Start ProcessPlan processes when new rows are added to a Google Sheet

Create new Dropbox folders when ProcessPlan processes are started

Create new Trello boards when processes are started in ProcessPlan

Get Slack notifications for overdue ProcessPlan tasks

Start new processes in ProcessPlan when new Google Calendar events start

Create new processes in Process Plan for newly added rows in MySQL

Create processes in Process Plan for new Stripe customers

Start new processes in Process Plan and send direct messages in Slack

Initiate Process Plan processes for new Ninja Forms submissions

Get Slack notifications for overdue ProcessPlan tasks

Start new processes in ProcessPlan when new Google Calendar events start

Create new processes in Process Plan for newly added rows in MySQL

Create processes in Process Plan for new Stripe customers

Start new processes in Process Plan and send direct messages in Slack

Initiate Process Plan processes for new Ninja Forms submissions

Supported triggers and actions