ProcessPlan Integrations
Do More With ProcessPlan
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Get Slack notifications when new ProcessPlan tasks are assigned
It's important to keep tabs on your to-do list, but all too easy to miss new tasks. With this Zap, you will receive a direct message from a Slackbot when a new task is assigned in ProcessPlan. No more worrying about missing important task assignments!
How this ProcessPlan-Slack integration works
- A new task is assigned in ProcessPlan
- Zapier sends a direct Slack message to the user you designate.
Apps involved
- ProcessPlan
- Slack
Create new Trello boards when processes are started in ProcessPlan
Do you use ProcessPlan and Trello to manage projects? Find yourself forgetting to create a new Trello board for each process you start in ProcessPlan? With the help of this Zapier integration, you no longer have to remember to create a new Trello board! Zapier will automatically create a Trello board when a process is started in ProcessPlan.
How this ProcessPlan-Trello integration works
- A new process is started in ProcessPlan
- Zapier creates a new Trello board
Apps involved
- ProcessPlan
- Trello
Add rows to a MySQL database when new tasks are closed in ProcessPlan
Want to get data from your task list into your central database? Get it done automatically with this integration. After it's set up, Zapier will add a new row to a MySQL Database when ProcessPlan tasks close. That way, you no longer have to manually update your database!
How this ProcessPlan-MySQL integration works
- A new ProcessPlan task is closed
- Zapier adds the information to your MySQL table
Apps involved
- ProcessPlan
- MySQL
Start new processes in ProcessPlan when Google Calendar events start
If the start of an event signals a workflow that should be initiated, Zapier can handle everything for you. Set up this integration, and, from then on, we'll start a new process on ProcessPlan whenever a new event is about to begin on Google Calendar, keeping your organization moving efficiently.
How this Google Calendar-ProcessPlan integration works
- A new event begins on your Google Calendar
- Zapier starts a ProcessPlan process
Apps involved
- Google Calendar
- ProcessPlan
Start ProcessPlan processes when new rows are added to a Google Sheet
It's no secret that a lot of little moments can eat up the time in your day and keep you from tackling the big picture. This automation starts ProcessPlan templates when new rows are added to a Google Sheet. Rather than manually having to start a process if an item is added, let this Zapier integration start the ProcessPlan templates for you and win back those moments of your day.
*Note: This Zapier integration doesn't start a process for existing rows prior to setting up integration.
How this Google Sheets-ProcessPlan Integration Works
- A new row is added to a Google Sheet you designate
- Zapier starts a process in ProcessPlan
Apps involved
- Google Sheets
- ProcessPlan
Get Slack notifications for overdue ProcessPlan tasks
Have you missed a due date in ProcessPlan? Don't feel bad, we all have. This Zapier integration will help you stay on top of things by sending you a message in Slack alerting you of past due tasks! Let Zapier, ProcessPlan, and @slackbot help you stay on top of things.
How this ProcessPlan-Slack integration works
- ProcessPlan tells Zapier that a task is past due
- Zapier sends a message to the user in Slack
Apps involved
- ProcessPlan
- Slack
Create new Dropbox folders when ProcessPlan processes are started
Losing track of the documents associated with your process? Not a problem once you set up this automation. Using this Zapier integration, a new Dropbox folder will be created when a process is started in ProcessPlan. You will automatically have a place to store all the documents in the process.
How this ProcessPlan-Dropbox integration works
- A process is started in ProcessPlan
- Zapier creates a folder in Dropbox
Apps involved
- ProcessPlan
- Dropbox
Start new processes in ProcessPlan when new files are added to Dropbox.
Add a file and never again forget to start a process! Use this Zap to instruct Zapier to start a new process in ProcessPlan whenever a new file is added in Dropbox. This Zap is great for uploading marketing material and other business documents for review in ProcessPlan.
How this Dropbox-ProcessPlan integration works
- A new file is uploaded to Dropbox.
- Zapier monitors Dropbox folders and starts ProcessPlan processes automatically when it detects a new file.
Apps involved
- Dropbox
- ProcessPlan
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ProcessPlan Integration Details
Launched on Zapier November 11, 2015
Zapier combines Triggers (like "Process Is Started") and Actions (like "Update Field") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following ProcessPlan Triggers, Searches, and Actions are supported by Zapier:
Triggers when a process in started.
Triggers when a task becomes past due in a process.
Triggers when a process is completed.
Triggers when a task is assigned in a process.
Triggers when a task's start date is changed.
Triggers when a task is closed in a process.
Triggers when a task's due date is changed.
Update a field value.
Closes a task in ProcessPlan.
Starts a new process in ProcessPlan.
Cancels a task in a process.
Cancel a process in ProcessPlan.
Find a currently pending process instance.
Find a process instance that is already complete.
Find any process instance, completed or pending.
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