Process Street and Salesflare

Make recurring work fun, fast, and faultless

Productivity Project Management process.st ↗

How to connect Process Street

Via Zapier — 19 operations available. Set it up ↗
Via Make — 16 modules available. Set it up ↗

What you can automate

When new Comment Attachment in Process Street, create internal note in Salesflare.
When new Comment in Process Street, create internal note in Salesflare.
When new Task Checked in Process Street, create task in Salesflare.

About Process Street

Process Street is super-powered checklists; use powerful workflow automation features to streamline daily recurring tasks.

Features

Create procedure documents in seconds
Run processes as collaborative workflows
Advanced feature conditional logic
Use forms to capture structured data
Schedule daily, weekly and monthly workflows
Add rich content and media
Collaborate using task and role assignments
Integrate with the other tools you know and love

Pricing

Process Street pricing is team/usage based and current paid plans are quoted/configured according to workspace needs rather than the legacy figures in this database. Current pricing.

Process Street operations on Zapier

Triggers (9)

Start a workflow when this happens

Data Set Record Created — Triggers when a new record is added to a data set.
Data Set Record Deleted — Triggers when an existing record is deleted from a data set.
Data Set Record Updated — Triggers when an existing record is updated in a data set.
New Comment — Triggers when someone posts a comment on a workflow run.
New Comment Attachment — Triggers when someone attaches a file to a comment in a workflow run.

Show 4 more triggers

New Task Checked — Triggers when a task is checked off in a workflow.
New Workflow Run — Triggers when a workflow is run.
Task Ready — Triggers when a task is ready to be worked on.
Workflow Run Completed — Triggers when a workflow run is completed.

Actions (8)

Things Salesflare can make it do

Create Data Set Record — Adds a new record to a data set.
Create Data Set Record if it doesn't exist yet — Creates a data set record if none were found by the search.
Delete Data Set Record — Deletes an existing record in a data set.
Run Workflow — Runs a workflow.
Run Workflow if it doesn't exist yet — Creates a workflow run if none were found by the search.

Show 3 more actions

Update Data Set Record — Updates an existing record in a data set.
Update Task — Update a task in a workflow run.
Update Workflow Run — Update an existing workflow run.

Searches (2)

Look up existing records

Find Data Set Records — Search for data set records by form fields.
Find Workflow Run — Search for a workflow run by ID, name, form fields, and other attributes.

Process Street operations on Make

Triggers (2)

Start a workflow when this happens

Watch Checked Tasks — Triggers when a task is checked.
Watch Workflow Runs — Triggers when a new workflow run is created.

Actions (8)

Things Salesflare can make it do

Assign to a Task — Assigns a member to a certain task of a workflow run.
Create a Workflow Run — Creates a new workflow run.
Get a Task — Retrieves an existing task.
Get a Workflow Run — Retrieves an existing workflow run.
Make an API Call — Performs an arbitrary authorized API call.

Show 3 more actions

Unassign from a Task — Unassigns a member from a certain task of a workflow run.
Update Form Fields in a Workflow Run — Updates form fields of a workflow run.
Update a Workflow Run — Updates an existing workflow run.

Searches (6)

Look up existing records

Get Workflow Run Form Field Values — Retrieves form field values of a workflow run as a collection.
List Data Set Records — Lists records contained within a data set.
List Task Form Fields — Retrieves a list of all form fields of a task.
List Tasks — Retrieves a list of all tasks.
List Workflow Run Form Fields — Retrieves a list of all form fields of a workflow run.