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ProcessPlan Integrations

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Ways to Automate ProcessPlan

Get Slack notifications when new ProcessPlan tasks are assigned

Create new Trello boards when processes are started in ProcessPlan

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

Start new processes in ProcessPlan when Google Calendar events start

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

Get Slack notifications for overdue ProcessPlan tasks

Create new Dropbox folders when ProcessPlan processes are started

Start new processes in ProcessPlan when new files are added to Dropbox.
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You can do so much more with ProcessPlan by connecting it to the other apps you use like Airtable, Slack, and Google Drive to automate the tedious tasks in your workflow.

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About ProcessPlan

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!

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About Zapier

Zapier gives you the power to integrate ProcessPlan with hundreds of other apps to automate your work.

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Make Your Own Zap with Triggers + Actions

Triggers

Task Is Assigned Instant

Triggers when a task is assigned in a process.

Process Is Started Instant

Triggers when a process in started.

Task Start Date Is Changed Instant

Triggers when a task's start date is changed.

Task Is Past Due Instant

Triggers when a task becomes past due in a process.

Task Is Closed Instant

Triggers when a task is closed in a process.

Process Is Completed Instant

Triggers when a process is completed.

Task Due Date Is Changed Instant

Triggers when a task's due date is changed.

Searches

Find a Pending Process Instance

Find a currently pending process instance.

Optionally, create one if none are found.

Find a Completed Process Instance

Find a process instance that is already complete.

Optionally, create one if none are found.

Find Any Process Instance

Find any process instance, completed or pending.

Optionally, create one if none are found.

Actions

Cancel Task

Cancels a task in a process.

Cancel Process

Cancel a process in ProcessPlan.

Update Field

Update a field value.

Close Task

Closes a task in ProcessPlan.

Start Process

Starts a new process in ProcessPlan.

What are Triggers, Searches, & Actions?

Triggers, Searches and Actions are the building blocks that power your integrations. Triggers watch for events in your apps, then kick off a sequence of Searches and Actions. Searches look up existing data, and Actions create new items. These combos—called "Zaps"—complete your tasks automatically.

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Tip Multi-Step Zaps

Try using one Trigger to send multiple Searches and Actions into motion. Multi-Step Zaps help your apps work in harmony.

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What's a Zap?

A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!

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