ProcessPlan Integrations

Do more with ProcessPlan

Zapier lets you connect ProcessPlan with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Connect ProcessPlan to 4000+ apps

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Google Sheets

Google, Spreadsheets

Cognito Forms

Forms & Surveys

ClickUp

Project Management

Microsoft Excel

Microsoft, Spreadsheets

Keap Max Classic

Marketing Automation, Premium

Slack

Team Chat

Paperform

Forms & Surveys

SignRequest

Signatures

OneDrive

File Management & Storage, Microsoft

Calendly

Scheduling & Booking

Smartsheet

Spreadsheets

Gmail

Email, Google

Twilio

Phone & SMS

QuickBooks Online

Accounting, Premium

CompanyCam

Images & Design

Formstack Documents

Documents

JotForm

Forms & Surveys

SurveyMonkey

Forms & Surveys

Clearout

RingCentral

Phone & SMS

TextMagic

Phone & SMS

SignNow

Signatures

Docupilot

Documents

Acuity Scheduling

Scheduling & Booking

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho

Jira Software Cloud

Project Management

Xero

Accounting, Premium

ClickSend SMS

Phone & SMS

Mailchimp

Email Newsletters

PostgreSQL

Databases, Premium

PandaDoc

Documents

Clio

CRM (Customer Relationship Management)

Redtail CRM

CRM (Customer Relationship Management)

ServiceTitan

Beta, CRM (Customer Relationship Management)

Typeform

Forms & Surveys

Pipedrive

CRM (Customer Relationship Management)

Todoist

Task Management

Basecamp 3

Project Management

pdfFiller

Documents

Workable

HR Talent & Recruitment

Airtable

Databases

Gravity Forms

Forms & Surveys, WordPress

Trustpilot

Reviews

DEAR Inventory

Accounting

CandidateZip Resume/Job Parser

HR Talent & Recruitment

Google Calendar

Calendar, Google

Google Forms

Forms & Surveys, Google

Asana

Project Management

MySQL

Databases, Premium

GoCanvas

Forms & Surveys

BigML

Developer Tools

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Stripe

Payment Processing

Microsoft Outlook

Email, Microsoft

Dropbox

File Management & Storage

Google Docs

Documents, Google

Any.do

Task Management

Google Slides

Documents, Google

Harvest

Time Tracking Software

Bonjoro

Customer Appreciation

Coda

Documents

CloudConvert

File Management & Storage

ConnectWise Manage

CRM (Customer Relationship Management)

Docparser

Documents

Call Loop

Phone & SMS

Cloudinary

Developer Tools

Morningstar AdviserLogic

CRM (Customer Relationship Management)

Inventory Shield

Beta, Project Management

Trello

Project Management

Facebook Pages

Facebook, Social Media Accounts

ClickFunnels

Marketing Automation

Google Contacts

Contact Management, Google

WooCommerce

eCommerce, WordPress

Google Tasks

Google, Task Management

Wix Automations

CRM (Customer Relationship Management)

Eventbrite

Event Management

Microsoft, Social Media Accounts

Constant Contact

Email Newsletters

Toggl

Time Tracking Software

Square

Payment Processing

Podio

Project Management

Microsoft Teams

Microsoft, Team Chat

CallRail

Call Tracking

Campaign Monitor

Email Newsletters

Ecwid

eCommerce

Microsoft Office 365

Email, Microsoft

Formstack

Forms & Surveys

Copper

CRM (Customer Relationship Management)

Help Scout

Customer Support

SQL Server

Databases, Premium

LionDesk

CRM (Customer Relationship Management)

Box

File Management & Storage

Jira Software Server

Project Management

BambooHR

HR Talent & Recruitment, Premium

Wrike

Project Management

Wealthbox CRM

CRM (Customer Relationship Management)

Formsite

Forms & Surveys

Zoho Creator

App Builder, Zoho

Alchemer

Forms & Surveys

Burst SMS

Phone & SMS

Outgrow

Forms & Surveys

Zoho Desk

Customer Support, Zoho

Databox

Dashboards

Contacts+

Contact Management

CoSchedule

Scheduling & Booking

PDFMonkey

Documents

PDF.co

Documents

MOCO

CRM (Customer Relationship Management)

Shippo

eCommerce

You Need A Budget

Accounting

Parseur

Documents

HelloSign

Signatures

AWS Lambda

Amazon, Developer Tools, Premium

Better Proposals

Proposal & Invoice Management

Qwilr

Proposal & Invoice Management

ArtiBot.ai

Customer Support

MessageBird

Phone & SMS

Zoho Invoice

Proposal & Invoice Management, Zoho

eversign

Proposal & Invoice Management

Breezy HR

HR Talent & Recruitment

Act!

CRM (Customer Relationship Management)

Service Provider Pro

Project Management

Popular ways to use ProcessPlan workflows

Get Slack notifications when new ProcessPlan tasks are assigned
Slack
More details
When this happens
Step 1: Send Direct Message
See Zap details Try it
Get Slack notifications when new ProcessPlan tasks are assigned
Get Slack notifications when new ProcessPlan tasks are assigned
Slack
Start new processes in ProcessPlan when new files are added to Dropbox.
Dropbox
More details
When this happens
Step 1: New File in Folder
See Zap details Try it
Start new processes in ProcessPlan when new files are added to Dropbox.
Start new processes in ProcessPlan when new files are added to Dropbox.
Dropbox
Add rows to a MySQL database when new tasks are closed in ProcessPlan
premium
MySQL
More details
When this happens
Step 1: New Row
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Add rows to a MySQL database when new tasks are closed in ProcessPlan
premium
Add rows to a MySQL database when new tasks are closed in ProcessPlan
MySQL

Start ProcessPlan processes when new rows are added to a Google Sheet
Google Sheets
More details
When this happens
Step 1: New Spreadsheet Row
See Zap details Try it
Start ProcessPlan processes when new rows are added to a Google Sheet
Start ProcessPlan processes when new rows are added to a Google Sheet
Google Sheets
Create new Dropbox folders when ProcessPlan processes are started
Dropbox
More details
When this happens
Step 1: Create Folder
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Create new Dropbox folders when ProcessPlan processes are started
Create new Dropbox folders when ProcessPlan processes are started
Dropbox

Supported triggers and actions

What does this mean?

Field Updated
Triggers when a field value is changed.
Trigger
Instant
Process Instance Completed
Triggers when a process instance is completed.
Trigger
Instant
Process Instance Started
Triggers when a process instance is started.
Trigger
Instant
Task Assigned
Triggers when a task is assigned.
Trigger
Instant
Task Canceled
Triggers when a task is canceled.
Trigger
Instant

Task Completed
Triggers when a task is completed.
Trigger
Instant
Task Due Date Changed
Triggers when a task's due date is changed.
Trigger
Instant

Task Notes Updated
Triggers when a task's notes are updated.
Trigger
Instant

ProcessPlan
Triggers when a task becomes past due.
Instant
Trigger
ProcessPlan
Triggers when a task's start date is changed.
Instant
Trigger
ProcessPlan
Cancels a running process.
Scheduled
Action
ProcessPlan
Updates one or more fields of process.
Scheduled
Action
ProcessPlan
Cancels a Process Task
Scheduled
Action
ProcessPlan
Completes a pending task in a running process.
Scheduled
Action
ProcessPlan
Starts a Process Task out of order. Use with caution.
Scheduled
Action
ProcessPlan
Starts a new process instance and populates it's fields.
Scheduled
Action
ProcessPlan
Search for a process instance by field value.
Scheduled
Action

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!