ProcessPlan and Salesflare
How to connect ProcessPlan
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When task Completed in ProcessPlan, create task in Salesflare.
- When task Due Date Changed in ProcessPlan, create task in Salesflare.
- When task Notes Updated in ProcessPlan, create task in Salesflare.
- When task Start Date Changed in ProcessPlan, create task in Salesflare.
About ProcessPlan
ProcessPlan is a business process management platform. Start processes, complete tasks, and update fields from your other apps.
ProcessPlan operations on Zapier
Triggers (10)
Start a workflow when this happens
- Field Updated — Triggers when a field value is changed.
- Process Instance Completed — Triggers when a process instance is completed.
- Process Instance Started — Triggers when a process instance is started.
- Task Assigned — Triggers when a task is assigned.
- Task Canceled — Triggers when a task is canceled.
Show 5 more triggers
- Task Completed — Triggers when a task is completed.
- Task Due Date Changed — Triggers when a task's due date is changed.
- Task Notes Updated — Triggers when a task's notes are updated.
- Task Past Due — Triggers when a task becomes past due.
- Task Start Date Changed — Triggers when a task's start date is changed.
Actions (6)
Things Salesflare can make it do
- Cancel a Process — Cancels a running process.
- Cancel a Process Task — Cancels a Process Task
- Complete a Task — Completes a pending task in a running process.
- Start a New Process — Starts a new process instance and populates it's fields.
- Start a Process Task — Starts a Process Task out of order. Use with caution.
Show 1 more actions
- Update Process Fields — Updates one or more fields of process.
Searches (1)
Look up existing records
- Find a Process Instance — Search for a process instance by field value.
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