How to Use Process Street Integrations

Process Street integrations extend workflow power. You can trigger actions based on checklist events. Update other apps when tasks are completed. Use Latenode to connect Process Street to your CRM, data warehouse, or finance tools.

Here's How to Use Process Street integration in Latenode:

• Add the node: Find Process Street in the integrations library and add it.
• Authenticate: Connect using your Process Street API key.
• Pick a trigger: Select when the automation should start in Process Street.
• Define actions: Choose what happens in other apps upon the trigger.

Combining these steps, you can build efficient business flows. For example, update your CRM when a sales process ends. Alert support when a customer onboarding checklist fails. Feed finance dashboards when month-end tasks are all done.

• Data Consistency: Keep key data in sync across all your systems.
• Faster Task Flows: Reduce delays between process steps.
• Improved Visibility: Centralize key data with linked systems.

• Customer Support: When Zendesk tickets are created, Process Street starts a checklist. This ensures every issue follows the correct resolution steps.
• Marketing: HubSpot form submissions trigger a Process Street onboarding checklist. This helps qualify leads and begin targeted campaigns.
• HR: New BambooHR entries automatically launch employee onboarding in Process Street. All steps are tracked and assigned instantly.
• Finance: When QuickBooks issues an invoice, Process Street starts a payment follow-up procedure. This keeps cash flow consistent.
• Project Management: Asana tasks trigger Process Street checklists for detailed project phases. This provides oversight and standardized task completion.

Best integrations for Process Street 2025

These integrations extend Process Street’s core functions for increased workflow automation.

Gmail

Automatically send emails at key stages of a Process Street workflow. Notify stakeholders when tasks are completed or approvals are needed. Send customized reports and summaries upon checklist completion. Update contact records based on form data submitted through Process Street.

Google Calendar

Create calendar events from Process Street checklist tasks with dynamic due dates. Update event details automatically when tasks are reassigned or deadlines shift. Schedule follow-up meetings directly from completed checklists. Manage team availability and resource allocation via shared calendars.

Jira

Create Jira issues directly from Process Street tasks to track bugs or feature requests. Update issue statuses in Jira based on checklist progress. Link Jira issues to relevant Process Street checklists for documentation. Automatically trigger new Process Street checklists when specific Jira issues are created.

Salesforce

Create new Salesforce leads or contacts from Process Street form submissions. Update opportunity stages based on checklist completion. Log activities in Salesforce to document process execution. Automatically generate reports combining Salesforce data with Process Street checklist metrics.

Slack

Send instant notifications to specific Slack channels when Process Street tasks are assigned or completed. Allow users to update checklist progress directly from Slack using interactive buttons. Create dedicated Slack channels for each Process Street checklist for focused discussions.

Microsoft Teams

Post updates to Teams channels when checklists begin or reach key milestones. Enable team members to interact with checklists directly within Teams. Share checklist reports and performance metrics within Teams. Trigger new checklists based on actions performed within Microsoft Teams.

Google Drive

Automatically create folders in Google Drive for each new Process Street checklist. Store and organize documents generated during a workflow. Grant access to relevant documents based on task assignments. Back up completed checklists and associated files to Google Drive.

Airtable

Sync data between Process Street checklists and Airtable databases for central data management. Use Airtable to store and analyze checklist data for reporting. Create new records in Airtable based on Process Street form submissions. Update Airtable records as checklists progress through different stages.

Typeform

Populate Process Street checklists with data collected from Typeform surveys. Trigger checklists based on Typeform submissions. Analyze Typeform responses within the context of Process Street workflows. Use Typeform to gather feedback on completed checklists and processes.

HubSpot

Create or update HubSpot contacts and deals based on Process Street checklist data. Trigger marketing automation workflows in HubSpot based on checklist completion. Log activities related to process execution on HubSpot contact records. Use Process Street to manage and document HubSpot-related processes.

• Jira. When a new issue is created, a Process Street checklist is launched to manage incident response, ensuring all steps are tracked.
• HubSpot. Create deals in HubSpot when a Process Street form is completed, automatically triggering sales pipeline workflows.
• Google Sheets. Update spreadsheets with data from completed Process Street checklists, creating live dashboards for process monitoring.
• Slack. Post a summary to Slack when a Process Street checklist is completed to notify relevant team members about the result.
• Airtable. Populate an Airtable base with data from Process Street form fields to track and analyze information collected during process runs.
• Mailchimp. Add new subscribers to a Mailchimp list when a Process Street onboarding checklist is complete to begin email marketing.
• ClickUp. Create tasks in ClickUp when a Process Street task is due, connecting operational workflows to project management.
• Salesforce. Update Salesforce records with data captured in Process Street checklists, enhancing lead and contact information.

What is a Process Street workflow?

A workflow in Process Street is a repeatable process you design and document. It's made up of tasks, approvals, and conditional logic, ensuring consistent execution.

How do I assign tasks in Process Street?

You can assign tasks to individual members or groups within your organization. This ensures accountability and clear task ownership as team members work through your workflows.

Can I track progress in Process Street?

Yes, Process Street allows you to monitor the progress of each workflow run. You can see which tasks are complete, who's working on what, and identify any bottlenecks in your processes.