Process Street updates

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Data Sets Beta Updates

January 2, 2023

With our latest version of Data Sets, you can create and edit records manually, integrate other tools via native automations, via our API, via Webhooks and your favorite third-party integration tools. As an added bonus, data sets can also be used as variables to automatically populate form fields in your workflow runs. Learn more about […]

Create Even More Custom Integrations!

January 2, 2023

We have added more Webhook actions, automations, API endpoints, and Zapier triggers and actions.  Here’s what’s new:  Public API Add a record to a data set Update a record in a data set Delete a record in a data set Get a record from a data set Get all data sets List approvals in […]

Updates For Manually Running Workflows

November 2, 2022

With our latest update, you can hand off manually run workflows with fewer clicks! If you’re using task assignments, you’ll likely not want to have someone assigned to the whole run. Now you can change (or remove) the workflow run assignee and set the due date in the new modal shown above. Learn more about […]

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 31, 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 29, 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 […]

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.

May 2022 Updates

May 12, 2022

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 […]

Complete All of Your Work in Microsoft Teams

April 19, 2022

You can now complete your tasks, approvals and workflow runs without having to leave Microsoft Teams! When notifications are triggered through our notification app, you can click the links to be taken to your Inbox, within the app, as shown above. You can download our app through the Microsoft app store, or add it straight […]

HTML & Rich Text Emails, Hyperlinks And One-Click Send

April 18, 2022

We’ve made some improvements to the send email widget that allows you to create emails with HTML, in rich text and the ability to add hyperlinks. You can also send emails straight from your workflow runs with one click, instead of them opening as a draft in your email client first. For customers using the […]

Process Street Is Now SOC 2 Type II Compliant

April 7, 2022

We’re pleased to announce that Process Street has achieved SOC 2 Type II compliance. This means that as a company we can now offer our customers even greater security and data protection. SOC 2 compliance is granted by an external auditor and is governed by the AICPA’s Trust Services Criteria. Read more about security, privacy […]

Process Street’s API Is Now Even More Powerful!

March 21, 2022

Following up on last month’s API enhancements, we’ve just released another round of updates. You now have access to even more endpoints, which allow you to: List tasks by workflow run ID Update task by ID Get task info by ID Assign/unassign a task by task ID and email List task assignees Learn more about […]

Viewing Your Scheduled Workflow Runs Just Got Easier

March 16, 2022

We’ve just released an update to the scheduler where you view and manage scheduled workflow runs. All your scheduled runs will appear in date order, with the next workflow to be run at the top of the page. Use the search box to find scheduled workflows by name, or click the dropdown to search by […]

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