Connect Process Street with over 1,000+ Apps – Announcing our Zapier Integration!

Vinay Patankar August 24, 2015

Productivity, SaaS, Update

Process Street and Zapier

Hooray!

We’re pleased to announce yet another integration for Process Street. This time it’s a big one — Zapier. It connects us with over 400 different services including Salesforce, Mailchimp, Wufoo and the whole suite of Google Apps.

If Zapier was a physical object, it would look a bit like a universal remote connected to an unmanageable tangle of wires with ends that slot into every different kind of machine. Thankfully, it’s a clean-cut, user-friendly and genius SaaS app that has huge potential for creativity and workflow streamlining. It makes it easy for non-developers to connect their web services together, saving time and improving productivity.

If you’re already familiar with integrations and want to get stuck in straight away, click here for 50 ways to automate your workflow with Process Street.

To learn more about Process Street (what it does and how it works) check out our help site. For the help document on our Zapier integration, click here.

Let’s take a look at how Process Street and Zapier can work together.

Using Process Street Forms with Zapier Intro

Customer Success Integraton Explained

https://process.wistia.com/medias/frwvim9qtl

Attach Files and Images to Checklists

Vinay Patankar November 18, 2014

Process Street, Update

Operations coordinator attaching a photograph and document to a checklist with an oversized paperclip clamp

We’re on a mission to make Process Street the simplest, most powerful checklist tool ever made. That means creating new awesome features, and making the ones we have even more awesome!

Today we have a neat little release, which allows you to attach files and images to comments.

Activity and Comment Feed Released for Process Street

Vinay Patankar August 16, 2014

Process Street, Update

Black-and-white operations coordinator updating a physical activity and comment feed board

Activity and Comment Feed Released for Process Street marked the arrival of a shared view of work and conversations as they happened.

The new feeds made activity clickable, kept comments close to the work, and let users reply without leaving the feed.

Freemium vs Free Trial – Why we Ditched our Free Plan

Vinay Patankar July 18, 2014

Process Street, SaaS, Update, Web App

Freemium vs Free Trial

A few days ago we silently changed Process Street’s pricing model for all new users from freemium to a 30-day free trial. At the same time, we increased the price on all of our plans except the entry 10 user plan (now Premium 10). Today, we announced to our users that we’re no longer offering the free plan and that everyone who is currently using the free plan will be switched to a 30 day trial of our Premium 10 plan.

During the trial, users have complete, unhindered access to test Process Street. They can create as many templates, team’s and jobs as they want, plus upgrade to any of the plans free of charge. At the end of the 30 days, they must decide if they want to continue using the product as a paid user or not.

All of our paying customers on plans larger than 10 users, will remain on their current plan with no changes unless they choose to upgrade/downgrade, in which case they’ll be moved to the new pricing model.

In this post, I’ll explain why we chose to change from freemium to free trial.

Managers, Users and Admins – How Roles and Permissions Work with Process Street

Vinay Patankar July 16, 2014

Process Street, Product Demo, Update

You can now control the permissions of users in your Process Street teams.

Watch the below video for details:

Below is an outline of the different roles inside Process Street and what permissions they have.

Break Up your Process Templates with Task Headers

Vinay Patankar June 12, 2014

Product Demo, Update

Operations lead sorting a card organizer into labeled sections with tabbed dividers, illustrating breaking a process into sections with task headers

We have released a new version of Process Street today, with a few small features and a lot of security, speed and data integrity updates.

The biggest difference you will notice is the introduction of Task Headers. These allow you to break up a process into sections using headers. To turn a task into a header, simply add a colon “:” to the end of it.

Folders and a New Look – Check out Our Latest Update

Vinay Patankar May 23, 2014

Process Street, Update

We just released a new version of Process Street today with some cool changes and a huge user interface overhaul.

We upgraded to Bootstrap 3 giving the app a slick flat look, we added folders and hid away archives. Plus we rearranged a number of the menu items to de-clutter the app. Watch the below video to see the changes we made in detail.

Manage Organizations and Teams with the New Admin Control Panel

Vinay Patankar April 10, 2014

Process Street, Product Demo, Update

Today we released the second part of teams and organizations – the Organization Control Panel.

This version cleaned up the ‘cog’ dropdown menu by putting all lesser used organization management features into the new panel.

The admin role and the ability to promote and demote admins also came with this release.

Introducing Teams

Vinay Patankar April 3, 2014

Update

A big Process Street update happening today with the release of “Teams”.

Stay Organized with Tags

Vinay Patankar January 13, 2014

Process Street, Update

Stay organized with tags in Process Street

We just released tags in Process Street. They give your team a faster way to categorize, filter, and retrieve workflows, no matter how large your library grows.

Folders work when you have ten workflows. Tags become the answer when you have two hundred. Here is why we built tags and how to use them.