Connect Process Street integrations
Connect Process Street 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 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.
This app is supported and maintained by the vendor Process Street.
Build your Process Street integrations.
Create custom Process Street 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 workflow run.
Retrieves form field values of a workflow run as a collection.
Retrieves an existing task.
Retrieves an existing workflow run.
Lists records contained within a data set.
Retrieves a list of all form fields of a task.
Retrieves a list of all tasks.
Retrieves a list of all form fields of a workflow run.
Connect any app with Process Street
Popular Process Street workflows.
Looking to get more out of Process Street? With Make you can visually integrate Process Street 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 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 ->Add data needed for Electronic Sales Registration (EET) to Shopify orders as notes - with currency conversion
When a new order is created and meets specified criteria, the total amount is converted to selected currency. Then, the data about the order in Shopify are imported to EET. The data from EET are then imported to note of the order in Shopify.
TRY IT ->Add data needed for Electronic Sales Registration (EET) to Shopify orders as notes
When a new order is created and meets specified criteria, data about the order in Shopify are imported to EET. The data from EET are then imported to note of the order in Shopify.
TRY IT ->Send data needed for Electronic Sales Registration via a Twilio SMS message (using a free Twilio account)
Every time a new SMS message is received from a specific number in Twilio, Make will automatically read the amount of sale from the message. Afterwards, it will get data needed for Electronic Sales Registration from the EET system and send it via Twilio SMS message to a specified number. This template is designed for users who have a free Twilio account.
TRY IT ->Create BKP and FIK codes from new Google Sheets spreadsheet rows and send them to customers via Twilio
Every time you add a new row to your Google Sheets spreadsheet, Make will automatically send a registered sale data message using the EET module and update the spreadsheet with obtained BKP and FIK codes. Both codes will be then sent to your customer via Twilio. The template uses Sheet 2 in this [example spreadsheet](https://goo.gl/F4MLEq).
TRY IT ->Create a Taxpayer's Signature Code (PKP) from new Google Sheets rows and post it to Slack
Every time you add a new row to your Google Sheets spreadsheet, Make will automatically generate a Taxpayer's Signature Code (PKP) using the EET module and post it to Slack. The template uses this [example spreadsheet](https://goo.gl/qm1mgb).
TRY IT ->Add data needed for Electronic Sales Registration to Fakturoid invoices
Make will automatically add data that are needed for Electronic Sales Registration to Fakturoid invoices.
TRY IT ->
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