ProcessPlan Integrations

Name: Zapier
Availability: InStock

Put ProcessPlan to work with AI and enterprise-grade automation

Automate smarter with ProcessPlan 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
9,000+ 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

Microsoft Office 365

Email, Microsoft

Google Docs

Documents, Google

OneDrive

File Management & Storage, Microsoft

Jotform

Forms & Surveys

ConnectWise Manage

CRM (Customer Relationship Management)

Cognito Forms

Forms & Surveys

GoCanvas

Forms & Surveys

pdfFiller

Documents

SignNow

Signatures

Microsoft Office 365

Email, Microsoft

Google Docs

Documents, Google

Cognito Forms

Forms & Surveys

GoCanvas

Forms & Surveys

pdfFiller

Documents

SignNow

Signatures

Microsoft Office 365

Email, Microsoft

Google Docs

Documents, Google

OneDrive

File Management & Storage, Microsoft

Jotform

Forms & Surveys

ConnectWise Manage

CRM (Customer Relationship Management)

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

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

Details

Try it

Dropbox + ProcessPlan

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

Details

Try it

ProcessPlan + MySQL

Get Slack notifications when new ProcessPlan tasks are assigned

Details

Try it

ProcessPlan + Slack

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

Details

Try it

Google Sheets + ProcessPlan

Create new Dropbox folders when ProcessPlan processes are started

Details

Try it

ProcessPlan + Dropbox

Create new Trello boards when processes are started in ProcessPlan

Details

Try it

ProcessPlan + Trello

Get Slack notifications for overdue ProcessPlan tasks

Details

Try it

ProcessPlan + Slack

Start new processes in ProcessPlan when new Google Calendar events start

Details

Try it

Google Calendar + ProcessPlan

Create new processes in ProcessPlan for newly added rows in MySQL

Details

Try it

MySQL + ProcessPlan

Create processes in ProcessPlan for new Stripe customers

Details

Try it

Stripe + ProcessPlan

Start new processes in ProcessPlan and send direct messages in Slack

Details

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ProcessPlan + Slack

Initiate ProcessPlan processes for new Ninja Forms submissions

Details

Try it

Ninja Forms + ProcessPlan

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

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

For builders

Let your AI safely access ProcessPlan

Go beyond Zap workflows. Install Zapier in your AI to call ProcessPlan actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in ProcessPlan from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Cancel a Process
Update Process Fields

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose ProcessPlan actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a ProcessPlan connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "processplan", owner: "me" });

await zapier.runAction({
  app: 'processplan',
  action: 'post_process_instance_header_id_cancel',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

ProcessPlan 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 ProcessPlan

ProcessPlan is a business process management platform. Start processes, complete tasks, and update fields from your other apps.

HelpHelp

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ProcessPlan Integrations

Put ProcessPlan 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

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 ProcessPlan for newly added rows in MySQL

Create processes in ProcessPlan for new Stripe customers

Start new processes in ProcessPlan and send direct messages in Slack

Initiate ProcessPlan 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 ProcessPlan for newly added rows in MySQL

Create processes in ProcessPlan for new Stripe customers

Start new processes in ProcessPlan and send direct messages in Slack

Initiate ProcessPlan processes for new Ninja Forms submissions

Let your AI safely access ProcessPlan

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

ProcessPlan Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}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

Popular ProcessPlan Integrations

Popular ProcessPlan Integrations

Connect Your App Accounts to Zapier