Connect Process Street and Trustmary integrations
Connect Process Street and Trustmary with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Process Street and Trustmary to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a task is checked.
Triggers when a new workflow run is created.
Creates a new contact.
Performs an arbitrary authorized API call.
Lists all contacts or returns specific one.
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Build your Process Street and Trustmary integrations.
Create custom Process Street and Trustmary workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Assigns a member to a certain task of a workflow run.
Creates a new contact.
Creates a new workflow run.
Retrieves form field values of a workflow run as a collection.
Retrieves an existing task.
Retrieves an existing workflow run.
Lists all contacts or returns specific one.
Lists records contained within a data set.
Retrieves a list of all form fields of a task.
Popular Process Street and Trustmary workflows.
Looking to get more out of Process Street and Trustmary? With Make you can visually integrate Process Street and Trustmary into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create/update records in Airtable from checked/ unchecked tasks in Process Street
Every time a new task has been checked/ unchecked in Process Street a new record will be created or an existing one will be updated in an Airtable table. The template expects your Airtable table to have the following columns: 1) Task ID 2) Name 3) Status
TRY IT ->Create new workflow runs in Process Street from new deals in Pipedrive
This template periodically checks for new deals in Pipedrive CRM and uses the retrieved information to create a workflow run in Process Street. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Send Slack messages for new Trustmary completed answers
Every time a new answer is completed in Trustmary, Make will automatically send a message in Slack.
TRY IT ->Create Asana tasks for new Trustmary completed answers.
Every time a new answer is completed in Trustmary, Make will automatically create a new task on Asana.
TRY IT ->Add a new Mailchimp subscribers to Trustmary as a new contacts
Every time there's a new subscriber in Mailchimp, Make will automatically create a new contact in Trustmary.
TRY IT ->Send Slack messages for Process Street tasks
Every time the task in Process Street has been checked/unchecked, Make will automatically send a message about that task via Slack.
TRY IT ->
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