Process Street updates

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New Ways to Work With Comments

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

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

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

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

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

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

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 […]

Visualize Your Team’s Progress on Tasks & Workflows

Keep track of your team’s progress with new analytics charts and graphs in your reports tab. Monitor the status of workflow runs, tasks and track average completion times. Discover more about analytics.

May 2022 Updates

Here’s a quick round-up of some of the smaller updates that we’ve released over the past few weeks here at Process Street. Naming automation steps For those of you that have multiple automations running from the same workflow, we added the name of the tasks that your automation run from. This allows you to identify and […]

Manage Users with SCIM 2.0 & Okta

SCIM (System for Cross-Domain Identity Management) allows you to standardize user provisioning across all your tools. With this new feature, you can provision users in Process Street via Okta. Learn more about how to set up and use SCIM for Okta.

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