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ProcessPlan Integrations

Product Management

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Integrate Google Sheets with ProcessPlan

Google Sheets

Google, Spreadsheets
Integrate Cognito Forms with ProcessPlan

Cognito Forms

Forms & Surveys
Integrate ClickUp with ProcessPlan

ClickUp

Project Management
Integrate Microsoft Excel with ProcessPlan

Microsoft Excel

Microsoft, Spreadsheets
Integrate Keap Max Classic with ProcessPlan

Keap Max Classic

Marketing Automation, Premium
Integrate Slack with ProcessPlan

Slack

Team Chat
Integrate Paperform with ProcessPlan

Paperform

Forms & Surveys
Integrate SignRequest with ProcessPlan

SignRequest

Signatures
Integrate OneDrive with ProcessPlan

OneDrive

File Management & Storage, Microsoft
Integrate Calendly with ProcessPlan

Calendly

Scheduling & Booking
Integrate Smartsheet with ProcessPlan

Smartsheet

Spreadsheets
Integrate Gmail with ProcessPlan

Gmail

Email, Google
Integrate Twilio with ProcessPlan

Twilio

Phone & SMS
Integrate QuickBooks Online with ProcessPlan

QuickBooks Online

Accounting, Premium
Integrate CompanyCam with ProcessPlan

CompanyCam

Images & Design
Integrate Formstack Documents with ProcessPlan

Formstack Documents

Documents
Integrate JotForm with ProcessPlan

JotForm

Forms & Surveys
Integrate SurveyMonkey with ProcessPlan

SurveyMonkey

Forms & Surveys

Clearout

Email
Integrate RingCentral with ProcessPlan

RingCentral

Phone & SMS
Integrate TextMagic with ProcessPlan

TextMagic

Phone & SMS
Integrate SignNow with ProcessPlan

SignNow

Signatures
Integrate Docupilot with ProcessPlan

Docupilot

Documents
Integrate Acuity Scheduling with ProcessPlan

Acuity Scheduling

Scheduling & Booking
Integrate Zoho CRM with ProcessPlan

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho
Integrate Jira Software Cloud with ProcessPlan

Jira Software Cloud

Project Management
Integrate Xero with ProcessPlan

Xero

Accounting, Premium
Integrate ClickSend SMS with ProcessPlan

ClickSend SMS

Phone & SMS
Integrate Mailchimp with ProcessPlan

Mailchimp

Email Newsletters
Integrate PostgreSQL with ProcessPlan

PostgreSQL

Databases, Premium
Integrate PandaDoc with ProcessPlan

PandaDoc

Documents
Integrate Clio with ProcessPlan

Clio

CRM (Customer Relationship Management)
Integrate Redtail CRM with ProcessPlan

Redtail CRM

CRM (Customer Relationship Management)
Integrate ServiceTitan with ProcessPlan

ServiceTitan

Beta, CRM (Customer Relationship Management)
Integrate Typeform with ProcessPlan

Typeform

Forms & Surveys
Integrate Pipedrive with ProcessPlan

Pipedrive

CRM (Customer Relationship Management)
Integrate Todoist with ProcessPlan

Todoist

Task Management
Integrate Basecamp 3 with ProcessPlan

Basecamp 3

Project Management
Integrate pdfFiller with ProcessPlan

pdfFiller

Documents
Integrate Workable with ProcessPlan

Workable

HR Talent & Recruitment
Integrate Airtable with ProcessPlan

Airtable

Databases
Integrate Gravity Forms with ProcessPlan

Gravity Forms

Forms & Surveys, WordPress
Integrate Trustpilot with ProcessPlan

Trustpilot

Reviews
Integrate DEAR Inventory with ProcessPlan

DEAR Inventory

Accounting
Integrate CandidateZip Resume/Job Parser with ProcessPlan

CandidateZip Resume/Job Parser

HR Talent & Recruitment
Integrate Google Calendar with ProcessPlan

Google Calendar

Calendar, Google
Integrate Google Forms with ProcessPlan

Google Forms

Forms & Surveys, Google
Integrate Asana with ProcessPlan

Asana

Project Management
Integrate MySQL with ProcessPlan

MySQL

Databases, Premium
Integrate GoCanvas with ProcessPlan

GoCanvas

Forms & Surveys
Integrate BigML with ProcessPlan

BigML

Developer Tools
Integrate Google Drive with ProcessPlan

Google Drive

File Management & Storage, Google
Integrate HubSpot with ProcessPlan

HubSpot

Marketing Automation
Integrate ActiveCampaign with ProcessPlan

ActiveCampaign

Marketing Automation
Integrate Stripe with ProcessPlan

Stripe

Payment Processing
Integrate Microsoft Outlook with ProcessPlan

Microsoft Outlook

Email, Microsoft
Integrate Dropbox with ProcessPlan

Dropbox

File Management & Storage
Integrate Google Docs with ProcessPlan

Google Docs

Documents, Google
Integrate Any.do with ProcessPlan

Any.do

Task Management
Integrate Google Slides with ProcessPlan

Google Slides

Documents, Google
Integrate Harvest with ProcessPlan

Harvest

Time Tracking Software
Integrate Bonjoro with ProcessPlan

Bonjoro

Customer Appreciation
Integrate Coda with ProcessPlan

Coda

Documents
Integrate CloudConvert with ProcessPlan

CloudConvert

File Management & Storage
Integrate ConnectWise Manage with ProcessPlan

ConnectWise Manage

CRM (Customer Relationship Management)
Integrate Docparser with ProcessPlan

Docparser

Documents
Integrate Call Loop with ProcessPlan

Call Loop

Phone & SMS
Integrate Cloudinary with ProcessPlan

Cloudinary

Developer Tools
Integrate Morningstar AdviserLogic with ProcessPlan

Morningstar AdviserLogic

CRM (Customer Relationship Management)
Integrate Inventory Shield with ProcessPlan

Inventory Shield

Beta, Project Management
Integrate Trello with ProcessPlan

Trello

Project Management
Integrate Facebook Pages with ProcessPlan

Facebook Pages

Facebook, Social Media Accounts
Integrate ClickFunnels with ProcessPlan

ClickFunnels

Marketing Automation
Integrate Google Contacts with ProcessPlan

Google Contacts

Contact Management, Google
Integrate WooCommerce with ProcessPlan

WooCommerce

eCommerce, WordPress
Integrate Google Tasks with ProcessPlan

Google Tasks

Google, Task Management
Integrate Wix Automations with ProcessPlan

Wix Automations

CRM (Customer Relationship Management)
Integrate Eventbrite with ProcessPlan

Eventbrite

Event Management
Integrate LinkedIn with ProcessPlan

LinkedIn

Microsoft, Social Media Accounts
Integrate Constant Contact with ProcessPlan

Constant Contact

Email Newsletters
Integrate Toggl with ProcessPlan

Toggl

Time Tracking Software
Integrate Square with ProcessPlan

Square

Payment Processing
Integrate Podio with ProcessPlan

Podio

Project Management
Integrate Microsoft Teams with ProcessPlan

Microsoft Teams

Microsoft, Team Chat
Integrate CallRail with ProcessPlan

CallRail

Call Tracking
Integrate Campaign Monitor with ProcessPlan

Campaign Monitor

Email Newsletters
Integrate Ecwid with ProcessPlan

Ecwid

eCommerce
Integrate Microsoft Office 365 with ProcessPlan

Microsoft Office 365

Email, Microsoft
Integrate Formstack with ProcessPlan

Formstack

Forms & Surveys
Integrate Copper with ProcessPlan

Copper

CRM (Customer Relationship Management)
Integrate Help Scout with ProcessPlan

Help Scout

Customer Support
Integrate SQL Server with ProcessPlan

SQL Server

Databases, Premium
Integrate LionDesk with ProcessPlan

LionDesk

CRM (Customer Relationship Management)
Integrate Box with ProcessPlan

Box

File Management & Storage
Integrate Jira Software Server with ProcessPlan

Jira Software Server

Project Management
Integrate BambooHR with ProcessPlan

BambooHR

HR Talent & Recruitment, Premium
Integrate Wrike with ProcessPlan

Wrike

Project Management
Integrate Wealthbox CRM with ProcessPlan

Wealthbox CRM

CRM (Customer Relationship Management)
Integrate Formsite with ProcessPlan

Formsite

Forms & Surveys
Integrate Zoho Creator with ProcessPlan

Zoho Creator

App Builder, Zoho
Integrate Alchemer with ProcessPlan

Alchemer

Forms & Surveys
Integrate Burst SMS with ProcessPlan

Burst SMS

Phone & SMS
Integrate Outgrow with ProcessPlan

Outgrow

Forms & Surveys
Integrate Zoho Desk with ProcessPlan

Zoho Desk

Customer Support, Zoho
Integrate Databox with ProcessPlan

Databox

Dashboards
Integrate Contacts+ with ProcessPlan

Contacts+

Contact Management
Integrate CoSchedule with ProcessPlan

CoSchedule

Scheduling & Booking
Integrate PDFMonkey with ProcessPlan

PDFMonkey

Documents
Integrate PDF.co with ProcessPlan

PDF.co

Documents
Integrate MOCO with ProcessPlan

MOCO

CRM (Customer Relationship Management)
Integrate Shippo with ProcessPlan

Shippo

eCommerce
Integrate You Need A Budget with ProcessPlan

You Need A Budget

Accounting
Integrate Parseur with ProcessPlan

Parseur

Documents
Integrate HelloSign with ProcessPlan

HelloSign

Signatures
Integrate AWS Lambda with ProcessPlan

AWS Lambda

Amazon, Developer Tools, Premium
Integrate Better Proposals with ProcessPlan

Better Proposals

Proposal & Invoice Management
Integrate Qwilr with ProcessPlan

Qwilr

Proposal & Invoice Management
Integrate ArtiBot.ai with ProcessPlan

ArtiBot.ai

Customer Support
Integrate MessageBird with ProcessPlan

MessageBird

Phone & SMS
Integrate Zoho Invoice with ProcessPlan

Zoho Invoice

Proposal & Invoice Management, Zoho
Integrate eversign with ProcessPlan

eversign

Proposal & Invoice Management
Integrate Breezy HR with ProcessPlan

Breezy HR

HR Talent & Recruitment
Integrate Act! with ProcessPlan

Act!

CRM (Customer Relationship Management)
Integrate Service Provider Pro with ProcessPlan

Service Provider Pro

Project Management

Popular ways to use ProcessPlan workflows

  • Get Slack notifications when new ProcessPlan tasks are assigned

    • Slack logo
    Slack
    More details
    1. When this happens

      Step 1: Send Direct Message

    Get Slack notifications when new ProcessPlan tasks are assigned

    Get Slack notifications when new ProcessPlan tasks are assigned
    • Slack logo
    Slack
  • Start new processes in ProcessPlan when new files are added to Dropbox.

    • Dropbox logo
    Dropbox
    More details
    1. When this happens

      Step 1: New File in Folder

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

    premium
    • MySQL logo
    MySQL
    More details
    1. When this happens

      Step 1: New Row

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

    • Google Sheets logo
    Google Sheets
    More details
    1. When this happens

      Step 1: New Spreadsheet Row

  • Create new Dropbox folders when ProcessPlan processes are started

    • Dropbox logo
    Dropbox
    More details
    1. When this happens

      Step 1: Create Folder

Supported triggers and actions

What does this mean?
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processplan logo
processplan logo

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!

Related categories

  • Product Management

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