{"id":7170,"date":"2021-09-23T08:00:13","date_gmt":"2021-09-23T08:00:13","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/sakari-process-street-integration\/"},"modified":"2024-03-07T11:32:41","modified_gmt":"2024-03-07T11:32:41","slug":"sakari-process-street-integration","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/sakari-process-street-integration\/","title":{"rendered":"Sakari + Process Street Integration"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-9667\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Integrate-Sakari-01.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can integrate <a href=\"https:\/\/sakari.io\/\">Sakari<\/a> with <a href=\"https:\/\/www.process.st\/\">Process Street<\/a> using <a href=\"https:\/\/zapier.com\/\">Zapier<\/a>.<\/p>\n<p>In this article we will look at how Sakari can be paired with Process Street, so you can send SMS notifications to customers who have ordered products from you, without having to manually notify them yourself every time.<\/p>\n<h3>Use case:<\/h3>\n<ul>\n<li>A company uses Process Street <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-the-difference-between-templates-and-checklists\/\">checklists<\/a> to manage product orders<\/li>\n<li>The company receive a product order from a customer<\/li>\n<li>The company want to notify the customer regarding their dispatched delivery<\/li>\n<\/ul>\n<p><em><strong>Plan: This integration is available to customers on <a href=\"https:\/\/www.process.st\/pricing\/\">all plans<\/a>.<\/strong><\/em><\/p>\n<p><em><strong>Users: In order to create an API key for integrations, you must be an Administrator.<\/strong><\/em><\/p>\n<h3>Process overview:<\/h3>\n<ul>\n<li>We will create a Zap in Zapier<\/li>\n<li>We will create a trigger for the Zap when a certain task is checked off in Process Street<\/li>\n<li>We will create an action for the Zap which sends out the SMS notification automatically<\/li>\n<\/ul>\n<p>Let\u2019s dive straight in.<\/p>\n<h2>Using a Process Street workflow<\/h2>\n<p>For this use case, we will be using an <a href=\"https:\/\/www.process.st\/templates\/order-processing-checklist\/\">order processing workflow<\/a>.<\/p>\n<p>You can find the <a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\">workflow<\/a> embedded here:<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/order-processing-checklist\/\" width=\"100%\" height=\"600\" frameborder=\"0&quot;\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p>You can use this workflow straight away. However, you can <a href=\"https:\/\/www.process.st\/help\/docs\/editing-templates\/\">edit it<\/a> to suit your needs, or you can create an entirely new workflow <a href=\"https:\/\/www.process.st\/help\/docs\/workflows\/\">from scratch<\/a>.<\/p>\n<p>As a quick note, you&#8217;ll also need to <a href=\"https:\/\/www.process.st\/help\/docs\/running-workflows\/\">run this workflow<\/a> and complete it up to the &#8220;Notify customer of delivery information&#8221; task. This will allow Zapier to use the workflow run as a test for your new Zap.<\/p>\n<h2>Creating the Zap in Zapier<\/h2>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\">Zapier<\/a> is a third-party automation tool that connects over 1,000 apps together. The connections between the apps are known as \u201cZaps\u201d.<\/p>\n<p>The main advantage of creating a Zap is that once it\u2019s been set up, you don\u2019t need to do anything else: The automation is handled for you behind the scenes.<\/p>\n<p><a href=\"https:\/\/zapier.com\/sign-up\/\">Log in to Zapier<\/a> and press the\u00a0&#8220;Make a Zap!&#8221; button on your dashboard.<\/p>\n<h2>Setting up Process Street as the trigger<\/h2>\n<h3>1. Use the middle search bar to find Process Street<\/h3>\n<p>The middle search bar is where you\u2019ll find the collection of over 1,000 connectable apps. Seeing as Process Street is the trigger, type in and find Process Street.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Sakari-1-copy.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>2. Choose a Process Street trigger<\/h3>\n<p>You will see a list of triggers available. For this use case, choose &#8220;New Task Checked&#8221;.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Sakari-2-copy-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>3. Connect your Process Street account by putting in the API key<\/h3>\n<p>Press the\u00a0&#8220;Connect an Account&#8221; button.<\/p>\n<p>To connect your Process Street account to Zapier, you\u2019ll need the API key. This can be found by clicking on your organization\u2019s name in the Process Street app, then clicking on &#8220;Settings &amp; API&#8221;.<\/p>\n<p>Copy and paste the key into the Zapier window.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Sakari-3-copy.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>After that, your screen should look like this:<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Sakari-4-copy-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Hit &#8220;Save + Continue&#8221;.<\/p>\n<h3>4. Add the Process Street workflow<\/h3>\n<p>The next step requires you to choose the workflow and the associated task that will trigger the Zap.<\/p>\n<p>Choose the order processing workflow you&#8217;ve added to Process Street, and select the &#8220;Notify customer of delivery confirmation&#8221; task.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Sakari-5-copy.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>5. Test that the trigger can pull in information<\/h3>\n<p>If the trigger has been set up correctly, sample information will be pulled in. This first piece of sample data will be called &#8220;Task A&#8221;.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Sakari-6-copy-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Click &#8220;Continue&#8221; to move on with the rest of the integration.<\/p>\n<h2>Setting up Sakari as the action<\/h2>\n<h3>1.\u00a0Select Sakari as the action app<\/h3>\n<p>Using the middle search bar, type in and find Sakari.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Sakari-7-copy-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>2. Choose Sakari action<\/h3>\n<p>As this use case requires Sakari to send out text notifications, the appropriate action here is the &#8220;Send Message&#8221; action.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Sakari-8-copy-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>3. Connect your Sakari account by putting in the API key<\/h3>\n<p>Click the &#8220;Connect an Account&#8221; button.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Sakari-9-copy-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Your Sakari API key can be found by clicking the gear icon on the Sakari hub page. Click the &#8220;Request Credentials&#8221; button to receive your account ID (API key).<\/p>\n<p>N.B.: Jot down your Sakari API credentials. You won&#8217;t be able to view them again after closing the API credentials box.<\/p>\n<p>Once completed, your screen should look like this.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Sakari-10-copy-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>4. Setting up the action workflow<\/h3>\n<p>Now we come to the powerful part &#8211; here is where you can automatically fill in the text&#8217;s information so that it will adjust depending on the information entered in your Process Street workflow run.<\/p>\n<p>To do this, Process Street data needs to be added to the form fields.<\/p>\n<p>For the &#8220;Account&#8221; field, you want to select the name of what you called your Sakari account.<\/p>\n<p>In the &#8220;Mobile&#8221; field, you will want to add the &#8220;Form Fields Customer Phone Number&#8221; option. This will ensure each SMS notification will be delivered to the appropriate customer.<\/p>\n<p>The information you&#8217;ll want to put in the &#8220;First Name&#8221; field is &#8220;Form Fields Customer Name&#8221;.\u00a0The &#8220;Last Name&#8221; field can be left blank.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Sakari-11-copy-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>5.\u00a0Creating the SMS message<\/h3>\n<p>The &#8220;Message&#8221; field is where the text message itself is built out.<\/p>\n<p>The message I wrote starts off with a greeting and &#8220;Form Fields Customer Name&#8221; &#8211; which pulls through the customer&#8217;s name &#8211; to add personalization.<\/p>\n<p>I then included information regarding the order by adding &#8220;Form Fields Name Of Product&#8221;\u00a0and &#8220;Form Fields Collect The Tracking ID For The Delivery&#8221;. This lets the customer know which product has been sent out for delivery, in addition to giving them their product tracking ID.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Sakari-12-copy-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>N.B.: Add a short line at the bottom of the message to let customers know they can respond with &#8220;HELP&#8221; or &#8220;STOP&#8221;<em>.<\/em><\/p>\n<h3>6. Test your Zap once you have finished<\/h3>\n<p>The integration is now complete. The best way to make sure the integration is fully working is by pressing the &#8220;Send Test To Sakari SMS&#8221; button.<\/p>\n<p>A text message <strong>will<\/strong> be sent to the given phone number. For the purposes of testing, swap the\u00a0&#8220;Form Fields Customer Phone Number&#8221; for your own mobile number. Then switch back once the test has been completed.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Sakari-13-copy-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>N.B.: Unverified Sakari accounts might not be able to complete the test.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can integrate Sakari with Process Street using Zapier. In this article we will look at how Sakari can be paired with Process Street, so you can send SMS notifications to customers who have ordered products from you, without having to manually notify them yourself every time. Use case: A company uses Process Street checklists [&hellip;]<\/p>\n","protected":false},"author":13,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Integrations","footnotes":""},"ht_kb_category":[194],"ht_kb_tag":[197,530],"class_list":["post-7170","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-integrations","ht_kb_tag-integrations","ht_kb_tag-sakari"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7170","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/13"}],"version-history":[{"count":5,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7170\/revisions"}],"predecessor-version":[{"id":7469,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7170\/revisions\/7469"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=7170"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=7170"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=7170"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}