Process Street updates

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New & Improved Conditional Logic!

September 13, 2022

We’ve made some great improvements to Conditional Logic that we’re sure you’re going to love! Visualizing conditional logic Easily see where you have conditional logic set up on form fields and tasks when editing your workflows. We’ve added a new icon (two overlapping arrows) to denote conditional logic. Icons display in purple when you have […]

August 2022 Updates

August 22, 2022

Here’s a round-up of all the updates we’ve released this month. Workflow editor updates We updated the styling of the widgets and form fields on the right side of the page, as shown above. We’ve moved a few buttons. You can now use the black focus bar to change a workflow’s name and description, access conditional […]

Email Widget Updates

August 22, 2022

You spoke and we listened..! We’ve taken the best features of the legacy email widget and added them to the new email widget. You can switch between the different types of widgets by using the cog on the right side of the widget. Edit before sending Anyone with run permissions can edit an email before […]

New Ways to Work With Comments

August 22, 2022

Not only have we created a new home for all your comments, but you can quickly reply to them, wherever you’re working. What’s new? A comments tab in your Inbox For mentions and comment threads you’re part of For comments on workflow runs you’re subscribed to You can mention yourself if you’d like to remind […]

Move Form Fields & Content Blocks Between Tasks

July 13, 2022

We’ve made it possible for you to move content blocks and form fields into other tasks in the same workflow 🙂 So say goodbye to re-creating components of your workflow that need to live in another task! Move the item to another task by clicking the three dots in the bottom right corner of the […]

Simple Versioning for Workflows & Pages

June 29, 2022

We’ve added a simple way for you to restore a previous version of your Workflows and Pages. On workflows, this works if you’ve published changes but you no longer want them, and you haven’t updated your workflow runs to the latest version. When viewing your workflow or Page, click the meatball menu and click Activity. Scroll […]

Discover More Ways to Run & Automate Your Workflows

June 20, 2022

Quickly access all the ways to run and automate your workflows. Access the workflow run scheduler, discover automations and integrations, or run your workflow via email, at the click of a button. Learn more about setting up and using workflow Triggers and automations.

Run a Workflow Via Email

June 20, 2022

When your team uses multiple tools to get the job done, the work being done in those tools might determine the perfect time to run a workflow in Process Street. With our new email trigger, you can run a workflow by simply sending an email! Each workflow has a unique email address, so setup is super […]

Run a Workflow When a Candidate is Hired Through Greenhouse

June 13, 2022

Our latest automation is for any of you using Greenhouse as your candidate hiring platform. With this new addition to our suite of Automations, you’ll be able to run a workflow in Process Street when a candidate is marked as hired in Greenhouse. You can name it automatically and populate form fields as soon as […]

Power Up Your Processes With Microsoft Power Automate

June 10, 2022

With the Process Street connector for Power Automate, you can set up automated flows to streamline your business and save heaps of time. For example, you could watch for a newly run workflow in Process Street, automatically turn on its share link, and send it straight to a client via Outlook. Or watch for a […]

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