Help

• General 15 Articles

  • Demo Video
  • Inbox
  • Contacting Support

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• Getting Started 20 Articles

  • Workflow Templates to Help You Get Started
  • Getting Started with Process Street
  • Managing Your User Profile

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• Example Workflows 23 Articles

  • Client Onboarding
  • Marketing
  • Employee Onboarding

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• Workflows 38 Articles

  • Basics of Creating and Editing Workflows
  • How to Use Form Fields
  • How to Edit Workflows

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• Workflow Runs 26 Articles

  • Running Workflows
  • Task Assignments
  • Sharing Workflow Runs

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• Integrations 52 Articles

  • Zapier (2,000+ Apps) + Process Street Integration
  • Close.io + Process Street Integration
  • Google Workspace + Process Street Integration

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• Organization Management 22 Articles

  • Add Members to Your Organization
  • Managing Members in Your Organization
  • Managing Guests

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• FAQ 49 Articles

  • What is Process Street?
  • How Long Have You Been Around?
  • Where Are You Based?

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