About ProcessKit

ProcessKit gives your team its operating procedures, systems, and automation workflows to make repeatable projects more predictable and scalable.

ProcessKit operations on Zapier

Start a workflow when this happens

A Project Is Updated — Triggers when a project has been updated in ProcessKit.
Completed Tasks — Triggers when a task in a project has been marked completed.
Updated Project — Triggers when a new project is created in ProcessKit.

Things Salesflare can make it do

Add Tag to Project — Apply a tag to a project in ProcessKit. If the tag doesn't exist yet, this action can create the tag and then apply it.
Assign Person to Task — Assign an existing task to a person in your ProcessKit account
Complete Task — Mark a task as complete.
Create Client — Creates a client in ProcessKit
Create Empty Task List — Create a new, empty task list in a project. Later, you can add tasks to it manually or via another Zapier action.

Show 11 more actions

Create Project — Creates a project in ProcessKit
Create Task — Create a task in an existing task list in an existing project in ProcessKit.
Create Task List From Process Template — Create a task list in a project. The task list and tasks will be built from a process template in your ProcessKit account.
Find or Create a Client — Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.
Find or Create a Project — Find a project in ProcessKit by its title
Find or Create a Task — Find a task within a project in ProcessKit
Mark Task Incomplete — Mark a task as not completed yet.
Update Client — Updates a client in ProcessKit
Update Project — Make updates to an existing project in ProcessKit, including updating project dates and other fields, moving a project to a different board, and associating a client with a project.
Update Task — Update an existing task's title, content fields, start date, or due date.
Update Task Field — Update an existing task field

Look up existing records

Find Client by Custom Attribute Value — Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.
Find Client by Name — Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.
Find Project by Custom Field Value — Find a project in ProcessKit by custom field values
Find Project by ID — Find a project in ProcessKit by its project ID
Find Project by Title — Find a project in ProcessKit by its title

Show 2 more searches

Find Task — Find a task within a project in ProcessKit
Find Task Field — Find a task field in a task by its label. Enter the exact label text (case sensitive) for the field you want to find.

ProcessKit and Salesflare