Process Street

The Process Street modules enable you to monitor, create, or list tasks, checklists, and comments in your Process Street account.

Getting Started with Process Street

Prerequisites

  • A Process Street account

In order to use Process Street with Make, it is necessary to have a Process Street account. If you do not have one, you can create a Process Street account at app.process.st/sign-up.

Connecting Process Street to Make

To connect your Process Street account to Make you need to obtain the API Key from your Process Street account.

1. Log in to your Process Street account.

2. Open your organization settings in the top-right corner.

3. Go to the Integrations tab.

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4. Click the +New API Key button.

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5. Copy the provided API Key.

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6. Go to Make and open the Process Street module's Create a connection dialog.

7. Enter the API Key you have copied in step 5 to the respective field and click the Continue button to establish the connection.

The connection to your Process Street account has been established.

Triggers when tasks are checked/unchecked or a checklist is created/completed.

Webhook Name

Enter the name of the webhook, e.g. Checklist Completed.

Connection

Establish a connection to your Process Street account.

To activate this webhook you need to register the webhook URL in your Process Street account first.

  1. Add the trigger module to your scenario.

  2. Copy the URL provided by the module.

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  3. Log in to your Process Street account.

  4. Open your organization settings in the top-right corner.

  5. Go to the Integrations tab.

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  6. Click the +New Webhook button.

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  7. Select the template you want to register the webhook for and events that trigger the webhook.

  8. Paste the URL you have copied in step 2 to the URL field.

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  9. Go back to Make and run the scenario with the trigger module.

When the event defined above is performed in Process Street, the module Watch Events is triggered.

Creates a new checklist from the template.

Connection

Establish a connection to your Process Street account.

Template ID

Select the template the checklist is based on.

Name

Enter the name of the checklist.

Due Date

Set the due date for the checklist.

Creates a new comment on a checklist.

Connection

Establish a connection to your Process Street account.

Find Task

Select whether you want to specify the task you want to retrieve comments from by ID or by selecting from the drop-down menu.

Checklist ID

Enter (map) or select the checklist that contains the task you want to leave a comment on.

Task ID

Enter (map) or select the task you want to leave a comment on.

Method

Select how the comment will be posted.

Comment

Enter the text content of the comment.

Retrieves all or selected checklist details.

Connection

Establish a connection to your Process Street account.

Checklist IDs

Select the checklists you want to retrieve details about. If no checklist is selected, then all checklist are returned.

Checklist Status

Filter returned checklists by their status.

Limit

Set the number of checklists Make will return during one execution cycle.

Retrieves tasks for the checklist.

Connection

Establish a connection to your Process Street account.

Checklist ID

Select or map the checklist you want to retrieve tasks for.

Status

Select the task status that you want to retrieve.

Limit

Set the number of tasks Make will return during one execution cycle.