Any action in Process Street, like a new task being checked, a comment on a task in a workflow run, a workflow being run, or an attachment uploaded to a task can be set up as a trigger to do something in Airtable.
For this example, we’re going to set up a trigger for each time a new task is checked in a Process Street workflow run, and an action to create a new Airtable record.
- A company uses Airtable for keeping track of its tasks
- They use Process Street for their client onboarding process
- They want to automatically create an Airtable task for making sure documents have been received after the task for sending an email is marked as complete in Process Street
Plan: This integration is available to customers on all plans.
Users: In order to create an API key for integrations, you must be an Administrator.
- We will prepare a Process Street workflow run
- We will create a Zap in Zapier
- We will set up a trigger for the Zap for each time a task is checked in a workflow run
- We will set up an action for the Zap that creates a new record in Airtable
Let’s get this set up!
Preparing a Process Street workflow run
For this example, I’ll be using the client onboarding workflow for a marketing agency.
Here it is embedded below:
You can grab it for yourself and add it to your library, or use your own workflow.
Once you’ve decided on the workflow, the next step is to create the Zap in Zapier.
Creating a Zap in Zapier
Zapier is a tool that connects over 2,000 different apps. Any action in any of the supported apps (like forwarding an email or adding an attachment to a task) can be set up to trigger another app’s features automatically. Zapier integrates with both Airtable and Process Street.
The whole recipe for a basic integration (trigger + action) is called a Zap.
Sign in to Zapier or create an account, then click “Make a zap“.
Setting up a trigger for the Zap in Process Street
In your new zap, select Process Street as the app and select “New Task Checked” as your trigger:
Click “Continue” and connect your Process Street account. Click “Continue” once that’s done and progress to the Set up trigger stage.
Choose the Process Street workflow run you wish to use, and select a task that will act as your trigger. Click “Continue” and test your trigger.
This step requires that Zapier pulls sample information from the workflow you specified, so you’ll have to actually run your workflow and complete it as far as and including your trigger task.
When you test your trigger, you’ll see something like this:
Now it’s time to add an action step.
Setting up an action for the Zap in Airtable
Click “Continue” and select Airtable as the app and “Create Record” as the action.
Click “Continue” again and connect your Airtable account by visiting your Airtable account page and copying your API key into the popup window:
Next, set up the action to tell Airtable what kind of new record to create.
Base and Table are just locations in your Airtable account, so decide where you want the new record to go:
Click “Continue” once you’ve finished mapping fields and test your action. It’s also a good idea to jump into Airtable at this point and make sure the new record was actually created.
If the test was successful, you’ll see something like this:
And finally, just give your Zap a name and turn it “ON”, and you’re good to go!