New App: Intuitively Manage Workflows and Tasks with ProcessPlan

Matt Lukso
Matt Lukso / July 13, 2017

Managing your team’s task workflow is crucial to enhance productivity. ProcessPlan is a cloud-based platform that allows you to visually diagram and organize your tasks by consolidating them into processes. That way, you can track pending tasks, stay on top of important projects, and automate your workflows with process templates all in one place.

With their integration to Zapier, you can now include over 750 apps in your processes. Want to start new processes for activities in other tools? Done. Looking to send progress notifications to your team’s chat? Easy! However you want to automate your workflow, the ProcessPlan-Zapier integration has you covered.

How ProcessPlan Works with Zapier


  • Task is Assigned: Triggers when a task is assigned in a process.
  • Process is Started: Triggers when a process is started.
  • Task Start Date is Changed: Triggers when a task's start date is changed.
  • Task is Past Due: Triggers when a task becomes past due in a process.
  • Task is Closed: Triggers when a task is closed in a process.
  • Process is Completed: Triggers when a process is completed.
  • Task Due Date is Changed: Triggers when a task's due date is changed.


  • Find A Pending Process Instance: Find a currently pending process instance. Optionally, create one if none are found.
  • Find A Completed Process Instance: Find a process instance that is already complete. Optionally, create one if none are found.
  • Find Any Process Instance: Find any process instance, completed or pending. Optionally, create one if none are found.


  • Cancel Task: Cancels a task in a process.
  • Cancel Process: Cancel a process in ProcessPlan.
  • Update Field: Update a field value.
  • Close Task: Closes a task in ProcessPlan.
  • Start Process: Starts a new process in ProcessPlan.

Automation Inspiration

Get started with these sample Zaps:

Kick-Off New Processes Using Your Team’s Tools

Keep Tabs on Process Updates

How To Automate ProcessPlan With Zapier

  1. Sign up for a ProcessPlan account, and make sure you have a Zapier account

  2. Try some pre-made ProcessPlan integrations and learn more about how ProcessPlan works with Zapier

  3. Check out our ProcessPlan help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with ProcessPlan and Zapier