{"id":7207,"date":"2021-09-23T08:00:25","date_gmt":"2021-09-23T08:00:25","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/tettra-process-street-integration\/"},"modified":"2026-08-07T15:58:03","modified_gmt":"2026-08-07T15:58:03","slug":"tettra-process-street-integration","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/tettra-process-street-integration\/","title":{"rendered":"Tettra + Process Street Integration"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-9898\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Integrate-Tettra-03.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can integrate <a href=\"https:\/\/tettra.co\" target=\"_blank\" rel=\"noopener\">Tettra<\/a> with <a href=\"https:\/\/www.process.st\" target=\"_blank\" rel=\"noopener\">Process Street<\/a> using <a href=\"https:\/\/zapier.com\" target=\"_blank\" rel=\"noopener\">Zapier<\/a>.<\/p>\n<p>In this post, we will look at how Tettra can be paired with Process Street, and how important information from a weekly meeting <a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\" target=\"_blank\" rel=\"noopener\">workflow run<\/a> can be automatically transferred to a new page in Tettra. This will save time as you won&#8217;t have to manually create a Tettra page and fill it with information yourself.<\/p>\n<h3>Use case:<\/h3>\n<ul>\n<li>A marketing team uses a Process Street workflow run to prepare and cover their weekly meetings<\/li>\n<li>The marketing team also use Tettra to manage critical information<\/li>\n<li>The marketing team want to store critical information from the workflow run, once it&#8217;s been completed, in a new automatically-created page in Tettra<\/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 which is when a certain task in Process Street has been marked as complete<\/li>\n<li>We will create an action for the Zap to create a new page in Tettra<\/li>\n<\/ul>\n<p>Let&#8217;s get this integration underway.<\/p>\n<h2>Using a workflow from Process Street<\/h2>\n<p>For this use case, we&#8217;ll be using the &#8220;<a href=\"https:\/\/www.process.st\/templates\/ray-dalios-meeting-process\/\" target=\"_blank\" rel=\"noopener\">Ray Dalio&#8217;s Meeting Process<\/a>&#8221; workflow, which you&#8217;ll find embedded below.<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/ray-dalios-meeting-process\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<p>Add the <a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\" target=\"_blank\" rel=\"noopener\">workflow<\/a> to your account, then run and complete a demo <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-workflow-run\/\">workflow run<\/a> before you start building the Zap.<\/p>\n<h2>Creating the Zap in Zapier<\/h2>\n<p>To facilitate this integration, we will be using a tool called <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\" target=\"_blank\" rel=\"noopener\">Zapier<\/a>.<\/p>\n<p>Zapier is a tool that connects over 3,000 different apps together. The connections between the apps are known as &#8220;Zaps&#8221;.<\/p>\n<p>Zaps help you automate <a href=\"https:\/\/www.process.st\/recurring-tasks\/\" target=\"_blank\" rel=\"noopener\">recurring tasks<\/a>, meaning you save precious time in the workday while the Zaps run in the background.<\/p>\n<p>After <a href=\"https:\/\/zapier.com\/sign-up\/\" target=\"_blank\" rel=\"noopener\">making an account<\/a> or logging into Zapier, hit the &#8220;Make a Zap!&#8221; button.<\/p>\n<h2>Setting Process Street up as the trigger<\/h2>\n<h3>1. Find Process Street using the middle search bar in the Zapier Editor<\/h3>\n<p>The first step is to type &#8220;Process Street&#8221; in the middle search bar of the Zapier Editor, and then select Process Street as the trigger app.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-1-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>2. Choose the trigger in Process Street<\/h3>\n<p>You then want to choose the Zap&#8217;s trigger.<\/p>\n<p>For this use case, it is &#8220;New Task Checked&#8221;.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-2-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>3. Connect your Process Street account with Zapier<\/h3>\n<p>If you haven&#8217;t given Zapier access to your Process Street account before, find your API key by clicking on your organization\u2019s name in the Process Street app, then clicking the \u201cSettings &amp; API\u201d tab.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-3-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Once added, your Zapier Editor should look similar to the screenshot below.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-4-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Hit &#8220;Save + Continue&#8221;.<\/p>\n<h3>4. Choose the Process Street workflow and task<\/h3>\n<p>The next step is to choose the workflow you&#8217;d like to run, and the task that triggers the Zap.<\/p>\n<p>Make sure the &#8220;<a href=\"https:\/\/www.process.st\/templates\/ray-dalios-meeting-process\/\" target=\"_blank\" rel=\"noopener\">Ray Dalio&#8217;s Meeting Process<\/a>&#8221; workflow has been added to your Process Street account.<\/p>\n<p>Then, in the Zapier Editor, choose &#8220;Ray Dalio&#8217;s Meeting Process&#8221; as the workflow, and &#8220;Assign one individual to follow up on action points&#8221; as the task.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-5-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>5. Test the trigger<\/h3>\n<p>The last step of setting up the trigger is to test it by pulling in samples. If you&#8217;ve completed a test workflow run as advised, the sample will be pulled in instantly.<\/p>\n<p>The sample will appear as &#8220;Task A&#8221;.<\/p>\n<p>Hit the &#8220;Continue&#8221; button to set up the rest of the integration.<\/p>\n<h2>Setting Tettra up as the action<\/h2>\n<h3>1. Find Tettra using the middle search bar in the Zapier Editor<\/h3>\n<p>Using the middle search bar, type in &#8220;Tettra&#8221; and select it as the action app.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-7-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>2. Choose the Tettra action<\/h3>\n<p>The action is what takes place when the trigger is set off.<\/p>\n<p>For this use case, you will want to choose the &#8220;Create Page&#8221; action.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-8-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>3. Connect your Tettra account with Zapier<\/h3>\n<p>To connect your Tettra account with Zapier, you will need to add your Tettra team ID and API key.<\/p>\n<p>This can be found by clicking on your name in the right-hand corner of the Tettra app, then pressing &#8220;My settings&#8221;. Then click &#8220;My integrations&#8221; and navigate down the page to the &#8220;API keys&#8221; section.<\/p>\n<p>N.B.: You need a paying plan of Tettra to access the team ID and API key.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-9.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>After putting in the team ID and API key, your Zapier Editor should look similar to the screenshot below.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-10-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>4. Set up the Tettra page<\/h3>\n<p>The next step is to set up what information you want to be pulled from each meeting workflow run, and how you want it to be displayed in Tettra.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-11-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-12-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>In the &#8220;Title&#8221; field, you&#8217;ll want to add the &#8220;Workflow Run Name&#8221; <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" target=\"_blank\" rel=\"noopener\">form field<\/a> option. This will help differentiate the pages made in Tettra.<\/p>\n<p>In the &#8220;Body&#8221; field, you&#8217;ll want to manually write the headers as we have (below they&#8217;re in bold and prefaced by colons), and include the following Process Street form fields (which have quotation marks around them).<\/p>\n<p><strong>Workflow Run completed by<\/strong>:<br \/>\n&#8220;Updated By Username&#8221;<\/p>\n<p><strong>Meeting workflow run URL<\/strong>:<br \/>\n&#8220;Run URL&#8221;<\/p>\n<p>&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8211;<\/p>\n<p><strong>The intention behind the meeting<\/strong>:<br \/>\n&#8220;Form Fields What Was The Intention Behind Calling The Meeting?&#8221;<\/p>\n<p><strong>Meeting attendees<\/strong>:<br \/>\n&#8220;Form Fields Who Is In Attendance?&#8221;<\/p>\n<p><strong>Who is running the meeting<\/strong>:<br \/>\n&#8220;Form Fields Responsible Person&#8221;<\/p>\n<p><strong>The meeting&#8217;s note-taker<\/strong>:<br \/>\n&#8220;Form Fields Who Is Taking Detailed Meeting Notes?&#8221;<\/p>\n<p><strong>Type of communication<\/strong>:<br \/>\n&#8220;Form Fields Type of Communication&#8221;<\/p>\n<p><strong>The meeting&#8217;s objectives:<\/strong><br \/>\n&#8220;Form Fields Objective 1&#8221;<br \/>\n&#8220;Form Fields Objective 2&#8221;<br \/>\n&#8220;Form Fields Objective 3&#8221;<\/p>\n<p><strong>Conclusion of the meeting:<\/strong><br \/>\n&#8220;Form Fields Conclusions Of The Meeting&#8221;<\/p>\n<p><strong>Meeting notes:<\/strong><br \/>\n&#8220;Form Fields Meeting Notes&#8221;<\/p>\n<p><strong>The person following up on action points:<\/strong><br \/>\n&#8220;Form Fields Follow Up Assignee&#8221;<\/p>\n<p><strong>Action points to follow up on:<\/strong><br \/>\n&#8220;Form Fields Action Point 1&#8221;<br \/>\n&#8220;Form Fields Action Point 2&#8221;<br \/>\n&#8220;Form Fields Action Point 3&#8221;<\/p>\n<h3>5. Send a test page to Tettra<\/h3>\n<p>To test the action step, hit the &#8220;Send Test to Tettra&#8221; button in the bottom right-hand corner.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-13-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>If set up correctly, you will then have a green banner appear telling you a test page was sent.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-14-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>6. Look for the test page in Tettra<\/h3>\n<p>To double-check that the page is correct, go to the Tettra app and click &#8220;Pages&#8221; on the left-hand side.<\/p>\n<p>If set up correctly, you will see your test page.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-17-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>7. Name your Zap and make sure it&#8217;s on<\/h3>\n<p>The Zap has now been built.<\/p>\n<p>The final step is to name the Zap, so you can differentiate it from any others you may have. Additionally, ensure the Zap has been switched to &#8220;On&#8221;.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Edited-Tettra-15-1024x512-1.png\" alt=\"\" width=\"100%\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can integrate Tettra with Process Street using Zapier. In this post, we will look at how Tettra can be paired with Process Street, and how important information from a weekly meeting workflow run can be automatically transferred to a new page in Tettra. This will save time as you won&#8217;t have to manually create [&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":[197,532],"class_list":["post-7207","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-integrations","ht_kb_tag-integrations","ht_kb_tag-tettra"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7207","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":6,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7207\/revisions"}],"predecessor-version":[{"id":10172,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7207\/revisions\/10172"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=7207"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=7207"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=7207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}