All integrationsProject Management

Process Street

Run Process Street workflows from yours: start runs with form fields filled in, find and update runs, complete tasks, approve or reject work, set form field values and comment on tasks, and start a workflow when a run starts or changes.

actions
20
triggers
2

Triggers

Start a workflow when something happens in Process Street.

  • New workflow runRuns for each new run of a Process Street workflow, with its name, status and link. Runs already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
  • Workflow run changedRuns each time a Process Street workflow run changes, such as its name, status or due date, and when one starts. Set Status to Completed to run when a run is completed. Changes made before the workflow is turned on don't start it.

Actions

Steps a workflow can run in Process Street.

  • List workflowsList the organization's active workflows (templates), sorted by name, optionally only those whose name contains some text. Gets one page of 20; run it again with the next page cursor for more.
  • List workflow form fieldsList the form fields a workflow's runs fill in, with each one's label, key, type and id, to name them when starting a run or setting values.
  • List workflow runsList workflow runs, newest first, optionally of one workflow, with one status, or changed within a time window. Gets one page; run it again with the next page cursor for more.
  • Find workflow runsSearch workflow runs by name, status, a form field value, who they're assigned to or the day they're due. Returns up to the 200 most recently changed matches.
  • Get workflow runGet one workflow run with its name, status, due date and workflow.
  • Run a workflowStart a new run of a workflow, with a name, a due date and form fields filled in. Process Street's automations and assignment rules for the workflow apply as usual.
  • Update workflow runRename a workflow run, complete, archive or reactivate it, share it by link, or set or remove its due date. Fields left empty keep their value.
  • Delete workflow runDelete a workflow run. It can be restored from Process Street afterwards.
  • Assign person to workflow runAssign someone to a workflow run by email. Process Street lets them know, and invites someone outside the organization as a guest.
  • Unassign person from workflow runTake someone off a workflow run they are assigned to.
  • List tasksList a workflow run's tasks in order, with each one's status, type (standard, approval, AI or code) and due date. Gets one page of 20.
  • Get taskGet one task of a workflow run, with its status, who completed it and when, and its due date.
  • Update taskComplete or reopen a task in a workflow run, or set or remove its due date. Fields left empty keep their value.
  • List approvalsList the approvals decided in a workflow run: which task was approved or rejected, by whom, and their comment. Approvals still waiting aren't listed.
  • Approve or rejectApprove or reject the work an approval task in a workflow run reviews: one task, or every task it is waiting on. A comment can say why.
  • List form field valuesList the form field values filled in on a workflow run, or on one of its tasks, with each field's label, key and type.
  • Update form field valuesFill in or change form fields on a workflow run, each named by its label, key or id. Fields not named keep their values. File fields can't be set this way.
  • Comment on taskAdd a comment to a task in a workflow run.
  • Delete commentDelete a comment from a task.
  • List usersList the organization's users with their emails, active ones first, then deactivated ones. Gets one page of 20.

Automate Process Street with Lodol.

Connect Process Street, then hand Lodol the job in Slack, Claude or ChatGPT.

Free plan, no credit card