Office 365 + Process Street Integration

Integrate Process Street With Office 365
At Process Street we recognize the importance of being able to integrate our platform with other tools used within your company. Business process automation can save you a huge amount of time and effort by automating your regular tasks.

That’s why, in this article, we explain how you can integrate your Office 365 calendar with Process Street’s checklists using Zapier.

This will let you automatically create events in the Office 365 calendar based on what happens in your Process Street checklists.

In our case, as you work through a checklist, setting a date for a particular event will create an event at the set time and date in your Office 365 calendar.

Scroll down if you would like to know more about how you can automate Office 365 calendar with Process Street.

Use case:

  • A company uses Process Street to monitor their daily stand-up meetings
  • The company wants these meetings to automatically be pushed into their Office 365 calendar
  • The calendar events need to be created

Process overview:

  • We will run a new Process Street checklist.
  • We will configure the checklist so that when a new task is checked, a new event is created in Office 365.
  • These events are entirely dependent on the checklist. As long as the meeting date is set at the correct time, the event will be created at that time.

Let’s jump in!

Add form fields in the relevant Process Street template

First you’ll need to grab Process Street’s free public Daily Standup Meeting process template. This is the process we’ll use to trigger the event to be created in Office 365, although any checklist can be set up in a similar way to do the same.

Next, we add form fields to this template (if it doesn’t already have them) so that the required information is recorded, and thus can later be added to your calendar.

Go to your template in Process Street, open it, and select ‘Edit this template’.

Edit template resized

In edit mode, you can add form fields to your checklist as required. In this instance, we have added fields to records the meeting end date, location, expected participants and details. This is information we want to be added to the event in our calendar.

Meeting resized

Once you have edited your template as you require, click the “Save changes” button to apply them. It’s also a good idea to run a checklist and work through it to make sure it’s working as intended and to provide sample data which we can later use to test your automation.

Set up your calendar in Office 365

All this step requires is for you to set up an account in Office 365 and log into this account. From your Office 365 home screen, you should see the application ‘calendar’. Click on this.

Login to Office 365 calendar

Create the Trigger step for your Zap

With over 1,000 different applications, there are plenty of supporting apps to choose from in Zapier. In other words, Process Street can be linked with over 1,000 other apps – one of those is Office 365.

A Zap is the ‘instruction’ for these integrations – it’s the logic which Zapier will follow to carry out what you want it to do.

A Zap is made up of a Trigger and an Action. If you think of a Zap as an “if this, then that” process, the Trigger is the “if this” and the Action is the “then that”. If the Trigger is detected, the Action will be performed.

Don’t worry, there is no technical coding involved. In fact, it is very easy.

Firstly you need to log into Zapier or create an account, then click ‘Make a Zap!’

Make a Zap resized

In your new Zap, choose Process Street as your Trigger app.

Choose trigger Zap

Next, you need to select your trigger action. In this case, it will be a “New Task Checked”.

This means that when a particular task is checked off (completed) in a checklist run from your chosen template in Process Street, the automation will begin.

Process Street + Office 365 integration - New Task Checked

You then need to connect your Process Street account before moving onto the next stage. To do this, click on your organization’s name in the top right of your Process Street view to be taken to the organization manager.

Click on the “Settings & API” tab, then click on the “New API key” button and copy the key that’s generated. This is what you need to paste into Zapier when prompted to link your account.

Once linked, select ‘Test’ to make sure that your account is connected.

Process Street + Office 365 Integration - Connect account

Now you need to select the template and task Zapier will keep an eye on to trigger your automation. When this task is ticked off in a checklist from the template, the Zap will start.

In this instance, the template is ‘Daily Standup Meeting’, and the task to be checked is ‘Record the meeting details’.

Process Street + Office 365 integration - Select template

Before you do move onto the next stage, make sure that you have created a checklist, filled in the form fields, and checked off the task that you have set Zapier to detect. This creates test data, which Zapier can then pull in to help you to create your Zap.

Once you’ve tested your Trigger step and checked that the retrieved data is correct it’s time to move on to the second half of your automation; the Action.

Create the action step for your zap

Much like with the Trigger, you first need to choose Office 365 as your action application.

Process Street + Office 365 integration - Choose action application

Now choose ‘create event’ as your Action. This instructs your Zap to create an event in Office 365 once activated.

Process Street - Office 365 Integration - create an event

Connect your Office 365 account as instructed, and select ‘Test’ to make sure that everything is running okay.

Process Street + Office 365 integration - connect office account

From ‘Calendar Group’, select the calendar you would like to use. Use the arrows to the right of the text box to select your calendar.

Select dropdown menus resized

Here’s where things get really interesting.

You can now enter the details which you want to be automatically pushed through to the Office 365 event. Some, such as the meeting’s start and end date are required but you can push through extra details to fill the event with more information.

Start off by populating the “Required” information fields. Do this by clicking on the “Insert a field” button to the right of each entry and then searching for the corresponding data from your Process Street checklist.

You’ll need to search for the name of the form field in Process Street used to record the information you want (eg, “Meeting Start Date”).

Insert a field resized

You can then work through the list of details, filling in any extra which you want to be added to the event in your calendar.

The final step is to test your Zap. Click ‘Test this step’ and then jump into your calendar in Office 365 to make sure that the event has been created correctly, with all of your data lining up with expectations.

daily standup meeting resized

If your test step was successful, name and save your Zap and then make sure that it’s turned on.

You can retest your Zap by creating a new checklist from your chosen template, completing the required form fields, and checking off the trigger task. Wait around 15 minutes (if you’re using a free Zapier account) and then check your Office 365 calendar and your new event should be waiting for you.

Congratulations! You have successfully created a Zap integrating Process Street with Office 365.

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