With our latest Beta release, you can speed up workflow building, reduce errors and cut costs from third-party integration tools! Use your own data stored in Process Street to add to form fields and use as variables. You can create data sets for client information, your team, your products, services or whatever you need. Learn more […]
With our new webhook triggers, you can catch webhooks from any app shown and use the data to pre-fill form fields in your workflow run. Select your use case to narrow the options, or search for an app by name. Say goodbye to third-party integration tools and say hello to lots more options to run […]
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 […]
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 […]
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 […]
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 […]
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.
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.
Personalize your Workflows, Workflow runs and Pages by adding cover images and icons to them. Add your company branding, imagery and logos to all your important processes and Pages. The optimal dimensions for cover images are 550×150 pixels and for icons it’s 75×75 pixels. Note that while gifs may upload as a cover image, they […]
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 or groups of users in Process Street via Azure Active Directory. Learn more about how to set up and use SCIM for Azure AD.
We’re very excited to announce that our notification bot for Microsoft Teams is live! If your company uses Teams as your hub for day-to-day work, you can now direct all your Process Street notifications to where you’re working. Learn more about setting up and using our notification bot for Microsoft Teams.
Creating workflows and Pages that your team can find before they’re ready, can create confusion and clutter. With your Private Library, you can create, experiment and test run new workflows, or develop ideas and content for Pages, without them being discovered by the rest of your team. When you’re ready to have your team collaborate on […]
All organizations need a place to retain and iterate upon valuable knowledge used to power your processes. This is even more important as employees become more transient in the increasingly common remote-work culture. That’s why we’ve created Pages, a brand new feature that allows you to store and share your operational knowledge with people across […]
This is a feature release many of you have been waiting for; the ability to integrate some of your favorite apps direct with Process Street! Drum roll please…. We’re excited to announce our Automations feature to you all 🙂 Imagine… If you’ve ever wanted to send a DocuSign file to a new client for signing […]
Our new search function allows you to locate and navigate to your templates with lightning fast speed. Use the search box in the header bar at the top of your screen, to search for template names, template descriptions or task names. You can scroll through the results, tab through or use the up/down arrows on your […]
