You can integrate Process Street with Google Sheets, using Process Street’s automations. This automation allows you to send data collected in your checklists into a new row in a Google Sheet, either when a task is checked or when a checklist is completed. Plan: This automation is available to customers […]
Process Street + Process Street Integration (Beta)
You can integrate Process Street with other templates and checklists in Process Street, using our automations. This automation allows you to create new checklists, either when a task is checked or when a checklist is complete. You can map and pre-fill data from one checklist into another. Plan: This automation […]
Jira + Process Street Integration (Beta)
You can integrate Process Street with Jira, using Process Street’s automations. This automation allows you to create an issue in Jira, when a task is checked, or when a checklist is completed. Plan: This premium automation is available to customers on our Standard & Enterprise plans. Users: In order to […]
Using Process Street as a Guest
This article is part of our onboarding program, and is aimed towards Guests working in a Process Street organization. If you’re an administrator adding new guests, please forward this to them to help them get started, or this one for new Members. If you’ve been invited to work in a […]
Live Updates to Inbox
Another great update means that you now have live updates in your Process Street Inbox! This means that when completing a task or filling in a form field, thus generating more tasks for another user (or group) to complete, those tasks will be immediately visible to them in their Inbox, […]
Docusign + Process Street Integration (Beta)
You can integrate Process Street with DocuSign, using Process Street’s automations. This automation allows you to send out a document for signing, once a task is ticked off in your checklist. Data from your checklist can be mapped across into DocuSign, and the designated people sign and complete the document. […]
Populate Form Fields When Running Multiple Checklists
Our latest update includes some great new enhancements to our Running Multiple Checklists feature. This feature allows you to not only create multiple checklists in one go but it now also includes the capability to populate form fields at the same time. The ability to pre-fill form field data in your […]
Bring Process Street Direct to Your Team in Slack
Increase your team’s speed, productivity, and efficiency, with our new Slack App. If your team is using Slack as its main working hub, then you can streamline the way you work by adding Process Street to your Slack account. This will allow you to work directly from Slack completing tasks, […]
Real-Time Updates to Form Fields
Our latest update to Process Street enables real-time form field updates on checklists for all users, Automations, and Zapier and webhook integrations. What does this mean for you? Automations that change form field values will update live, without you needing to refresh your browser Zapier Zaps that change form field values will update […]
Slack App
Many teams use a plethora of tools in their day-to-day operations which can be hard to manage. If your business uses Slack, then our Slack App gives you a shortcut to Process Street, bringing your workflows and tasks directly to where your teams are working. Connect Process Street to […]