1.Monitors new task checked
Integrate Process Street and checklist templates to watch for new task checked events and capture run context for routing.
Create and assign customer setup tasks from new requests
Automatically monitor new task checked events in Process Street across onboarding checklist runs. Create and update when requester contact details are available or qualifying criteria are met or assignment fields are readyβso you can fill assignment ownership, complete the right step, and advance onboarding without manual routing.
How this automation assigns setup work faster
When new setup checklist tasks are checked, stalled ownership can delay onboarding. This automation captures the checked context, maps requester contact to assignment fields, and completes the configured assignment stepβso your team can move runs forward reliably.
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2.Finds matching checklist run
Integrate Process Street to look up the related checklist run by run identifier and map requester fields for assignment.
3.Updates assignment fields
Integrate Process Street and data mapping tools to write requester contact and owner metadata into assignment fields.
4.Completes assignment step
Integrate Process Street and task tracking systems to set the assignment task status to Completed so the run advances.
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Accelerate work distribution with automated request intake, owner assignment, and priority routing
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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