1.Detects checked checklist tasks
Integrate Process Street and checklist tools to detect new task checked events and to route mapped fields into the sub-workflow.
Add post-install follow-up tasks into project team queues
Automatically detect new task checked events across Process Street. Automatically create standardized follow-up tasks and route them to the right owners when checklist run identifiers appear, checklist tasks get checked, or high priority tasks get flaggedβso you can reduce manual routing and task chasing without paperwork.
How this automation creates follow-up tasks for faster installs
When a checklist task is checked, follow-up work can stall across queues. This automation passes run details into a sub-workflow and creates follow-up tasks and assignmentsβso your team can act immediately.
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2.Creates and routes follow-ups
Integrate Sub-Zap by Zapier and task routing workflows to create standardized follow-up tasks and assignments from the sub-workflow inputs.
Sub-Zap by Zapieror swap with your favorite app
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