Integration Links

You can create custom integration links to other apps using variables (a piece of information from a template or checklist that’s automatically pushed into another location).

This lets you use the information from a template or checklist in custom searches, such as email look-ups and Google searches.

Users: In order to create or edit templates you must be an Administrator or a Member who has been given ‘can edit’ access by your Administrator.

Integration links are web addresses that you’ve changed to use a variable from a template.

For example, a google search for “star” has the web address:

However, you can change the URL to use a variable, such as {{}}, to search using whatever data that variable is.

For example, if {{}} is “client onboarding”, then our google link would become a search for “client onboarding”.{{}}

To create and/or use an integration link, you first need to be editing a template.

To do this, locate the template in which you want to use the integration link and click the cog next to its name in the dashboard.

Next, click “Edit this template” in the right-hand menu.

Now click the task you want to put the link inside to open it and add a text field from the content widgets in the right hand menu. You’re now ready to create and insert your integration link.

You’ll now need to find the link you want to put a variable inside. This can be almost any web address which contains changeable information – Google, LinkedIn, Facebook, Twitter, Salesforce, and more can all be searched using a variable, be it a client’s name, their email address, or any old phrase that takes your fancy.

An easy way to find these links is to perform a search on the website you’re interested in, then copy the URL at the top of your browser.

integration links - copy google search url

Paste the link into the text field as plain text (not a hyperlink).

Highlight the section of the URL you want to replace with the variable.

Note: Which section of the URL you will need to replace, will depend on the website you’re searching. For example, with a Google search you can replace everything after the q=

Now you want to select a variable to factor in. Do this by clicking on the magic wand (variable) icon in the top right of any text widget or email widget in your template.

Now select the variable you want to use (remember that this will be what your custom integration link will search for on your chosen website).

We’ll use {{}} to make things easy. Finally, you can use this to create a hyperlink in your text field.

To make things a little easier, we’ve collected five example integration links you can use.

Process Street

You can use run links in Process Street to trigger a new checklist. These links can be customized to include specific variables, much like integration links.

For example, you could push the name of a template into a new checklist by including the {{}} variable as follows:{{}}

To search Google with a variable, all you need to do is paste your variable after “”

So, if you wanted to search google for a template’s name, the final result would be:{{}}


Another example would be looking up a domain with Ahrefs. For this you would need to paste your variable after “”.

So, if you wanted to perform a lookup on a client’s domain (which was captured using a form field), the link would become:{{form.Client_Domain}}


Integration links can be used to start a Zap with Zapier‘s webhooks – this means that you can link together almost any app you can think of!

For example, the following link could be used to start a Zap which sends a contract to a client, but also automatically fills in their email address and name:{{form.Client_Email}}&client_name={{form.Client_Name}}


Variables can be used to set up premade tweets too. For example, you can send a tweet which @mentions a user and says “Glad we could connect!”.

If you had a variable for “Client Twitter Tag”, the integration link would look like the following:{{form.Client_Twitter_Tag}}%20Glad%20we%20could%20connect!


The last example we’ll give is a link to look up a user in LinkedIn using their name.

Again, for this you would probably use a form field called “Client Name” to capture the user’s name. If so, your integration link would look like this:{{form.Client_Name}}

And there you have it – your link will now update to search for whatever your merge tag becomes. For example, if you set the merge tag as a “Client Email” form field, your search term will always match whatever that form field contains.


Was this article helpful?

Related Articles