ProcessPlan Integrations

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Integrate Google Sheets with ProcessPlan

Google Sheets

Google +1Google, Spreadsheets
Integrate Airtable with ProcessPlan

Airtable

Databases
Integrate Dropbox with ProcessPlan

Dropbox

File Management & Storage
Integrate Twilio with ProcessPlan

Twilio

Phone & SMS
Integrate Slack with ProcessPlan

Slack

Team Chat
Integrate Cognito Forms with ProcessPlan

Cognito Forms

Forms & Surveys
Integrate Gmail with ProcessPlan

Gmail

Email +1Email, Google
Integrate Microsoft Office 365 with ProcessPlan

Microsoft Office 365

Email +1Email, Microsoft
Integrate ClickUp with ProcessPlan

ClickUp

Project Management
Integrate Keap Max Classic with ProcessPlan

Keap Max Classic

Marketing Automation +1Marketing Automation, Premium
Integrate Microsoft Excel with ProcessPlan

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Google Calendar with ProcessPlan

Google Calendar

Calendar +1Calendar, Google
Integrate Google Drive with ProcessPlan

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Trello with ProcessPlan

Trello

Project Management
Integrate Paperform with ProcessPlan

Paperform

Forms & Surveys
Integrate OneDrive with ProcessPlan

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate Calendly with ProcessPlan

Calendly

Scheduling & Booking
Integrate Smartsheet with ProcessPlan

Smartsheet

Spreadsheets
Integrate QuickBooks Online with ProcessPlan

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Formstack Documents with ProcessPlan

Formstack Documents

Documents
Integrate CompanyCam with ProcessPlan

CompanyCam

Images & Design
Integrate HubSpot with ProcessPlan

HubSpot

Marketing Automation
Integrate Microsoft Outlook with ProcessPlan

Microsoft Outlook

Email +1Email, Microsoft
Integrate Clearout with ProcessPlan

Clearout

Email
Integrate SurveyMonkey with ProcessPlan

SurveyMonkey

Forms & Surveys
Integrate Jira Software Cloud with ProcessPlan

Jira Software Cloud

Project Management
Integrate TextMagic with ProcessPlan

TextMagic

Phone & SMS
Integrate ClickSend SMS with ProcessPlan

ClickSend SMS

Phone & SMS
Integrate PostgreSQL with ProcessPlan

PostgreSQL

Databases +1Databases, Premium
Integrate Mailchimp with ProcessPlan

Mailchimp

Email Newsletters
Integrate Clio with ProcessPlan

Clio

CRM (Customer Relationship Management)
Integrate Redtail CRM with ProcessPlan

Redtail CRM

CRM (Customer Relationship Management)
Integrate Pipedrive with ProcessPlan

Pipedrive

CRM (Customer Relationship Management)
Integrate Google Docs with ProcessPlan

Google Docs

Documents +1Documents, Google
Integrate Basecamp 3 with ProcessPlan

Basecamp 3

Project Management
Integrate Workable with ProcessPlan

Workable

HR Talent & Recruitment
Integrate Todoist with ProcessPlan

Todoist

Task Management
Integrate PDFfiller with ProcessPlan

PDFfiller

Documents
Integrate Microsoft Teams with ProcessPlan

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate Gravity Forms with ProcessPlan

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Xero with ProcessPlan

Xero

Accounting +1Accounting, Premium
Integrate DEAR Inventory with ProcessPlan

DEAR Inventory

Accounting
Integrate Trustpilot with ProcessPlan

Trustpilot

Reviews
Integrate CandidateZip Resume/Job Parser with ProcessPlan

CandidateZip Resume/Job Parser

HR Talent & Recruitment
Integrate Google Forms with ProcessPlan

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Asana with ProcessPlan

Asana

Project Management
Integrate BigML with ProcessPlan

BigML

Developer Tools
Integrate ActiveCampaign with ProcessPlan

ActiveCampaign

Marketing Automation
Integrate Stripe with ProcessPlan

Stripe

Payment Processing
Integrate Any.do with ProcessPlan

Any.do

Task Management
Integrate Google Slides with ProcessPlan

Google Slides

Documents +1Documents, Google
Integrate Harvest with ProcessPlan

Harvest

Time Tracking Software
Integrate Docparser with ProcessPlan

Docparser

Documents
Integrate Morningstar AdviserLogic with ProcessPlan

Morningstar AdviserLogic

CRM (Customer Relationship Management)
Integrate Zoho CRM with ProcessPlan

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate ConnectWise Manage with ProcessPlan

ConnectWise Manage

CRM (Customer Relationship Management)
Integrate Bonjoro with ProcessPlan

Bonjoro

Customer Appreciation
Integrate Call Loop with ProcessPlan

Call Loop

Phone & SMS
Integrate Cloudinary with ProcessPlan

Cloudinary

Developer Tools
Integrate Facebook Pages with ProcessPlan

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate ClickFunnels with ProcessPlan

ClickFunnels

Marketing Automation
Integrate Google Contacts with ProcessPlan

Google Contacts

Contact Management +1Contact Management, Google
Integrate Google Tasks with ProcessPlan

Google Tasks

Google +1Google, Task Management
Integrate LinkedIn with ProcessPlan

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
Integrate Toggl with ProcessPlan

Toggl

Time Tracking Software
Integrate Podio with ProcessPlan

Podio

Project Management
Integrate WooCommerce with ProcessPlan

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate MySQL with ProcessPlan

MySQL

Databases +1Databases, Premium
Integrate Campaign Monitor with ProcessPlan

Campaign Monitor

Email Newsletters
Integrate CallRail with ProcessPlan

CallRail

Call Tracking
Integrate SQL Server with ProcessPlan

SQL Server

Databases +1Databases, Premium
Integrate Jira Software Server with ProcessPlan

Jira Software Server

Project Management
Integrate Box with ProcessPlan

Box

File Management & Storage
Integrate Alchemer with ProcessPlan

Alchemer

Forms & Surveys
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 +1App Builder, Zoho
Integrate Databox with ProcessPlan

Databox

Dashboards
Integrate LionDesk with ProcessPlan

LionDesk

CRM (Customer Relationship Management)
Integrate Zoho Invoice with ProcessPlan

Zoho Invoice

Proposal & Invoice Management +1Proposal & Invoice Management, Zoho
Integrate Contacts+ with ProcessPlan

Contacts+

Contact Management
Integrate AWS Lambda with ProcessPlan

AWS Lambda

Amazon +2Amazon, Developer Tools, Premium
Integrate ArtiBot.ai with ProcessPlan

ArtiBot.ai

Customer Support
Integrate CloudConvert with ProcessPlan

CloudConvert

File Management & Storage
Integrate MessageBird with ProcessPlan

MessageBird

Phone & SMS
Integrate Act! with ProcessPlan

Act!

CRM (Customer Relationship Management)
Integrate Breezy HR with ProcessPlan

Breezy HR

HR Talent & Recruitment
Integrate Postalytics with ProcessPlan

Postalytics

Marketing Automation
Integrate 24sessions with ProcessPlan

24sessions

Video Conferencing
Integrate Copper with ProcessPlan

Copper

CRM (Customer Relationship Management)
Integrate GatherUp with ProcessPlan

GatherUp

Forms & Surveys
Integrate Burst SMS with ProcessPlan

Burst SMS

Phone & SMS
Integrate Qwilr with ProcessPlan

Qwilr

Proposal & Invoice Management
Integrate Zoho Desk with ProcessPlan

Zoho Desk

Customer Support +1Customer Support, Zoho
Integrate Eventbrite with ProcessPlan

Eventbrite

Event Management
Integrate Outgrow with ProcessPlan

Outgrow

Forms & Surveys
Integrate You Need A Budget with ProcessPlan

You Need A Budget

Accounting
Integrate Airteach with ProcessPlan

Airteach

Online Courses
Integrate Confluence Cloud with ProcessPlan

Confluence Cloud

Team Collaboration
Integrate Better Proposals with ProcessPlan

Better Proposals

Proposal & Invoice Management
Integrate BambooHR with ProcessPlan

BambooHR

HR Talent & Recruitment +1HR Talent & Recruitment, Premium
Integrate Wix Automations with ProcessPlan

Wix Automations

CRM (Customer Relationship Management)
Integrate Help Scout with ProcessPlan

Help Scout

Customer Support
Integrate CoSchedule with ProcessPlan

CoSchedule

Scheduling & Booking
Integrate eversign with ProcessPlan

eversign

Proposal & Invoice Management
Integrate PDF.co with ProcessPlan

PDF.co

Documents
Integrate Ecwid with ProcessPlan

Ecwid

eCommerce
Integrate MOCO with ProcessPlan

MOCO

CRM (Customer Relationship Management)

Connect ProcessPlan to 3,000+ Apps

  • ProcessPlan logoSlack logo

    Get Slack notifications when new ProcessPlan tasks are assigned

    ProcessPlan + Slack

  • Dropbox logoProcessPlan logo

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

    Dropbox + ProcessPlan

  • ProcessPlan logoMySQL logo

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

    ProcessPlan + MySQL

  • Google Sheets logoProcessPlan logo

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

    Google Sheets + ProcessPlan

  • ProcessPlan logoDropbox logo

    Create new Dropbox folders when ProcessPlan processes are started

    ProcessPlan + Dropbox

  • ProcessPlan logoTrello logo

    Create new Trello boards when processes are started in ProcessPlan

    ProcessPlan + Trello

ProcessPlan Integration Details

The following ProcessPlan Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Actions

  • Update Field

    Update a field value.

  • Start Process

    Starts a new process in ProcessPlan.

  • Close Task

    Closes a task in ProcessPlan.

  • Cancel Process

    Cancel a process in ProcessPlan.

  • Cancel Task

    Cancels a task in a process.

Searches

  • Find Any Process Instance

    Find any process instance, completed or pending.

  • Find a Completed Process Instance

    Find a process instance that is already complete.

  • Find a Pending Process Instance

    Find a currently pending process instance.

  • Find or Start Process

    Find or Start Process

  • Find or Start Process

    Find or Start Process

  • Find or Start Process

    Find or Start Process

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