We’re excited to announce an update to our Zapier integration with Process Street!
You can now Find and Update an active checklist. This allows for a powerful two-way sync between Process Street and other systems.
For example, when you update a status in your CRM, update your customer onboarding checklist in Process Street to reflect this change.
As updates are made in other systems, they can automatically reflect on a checklist, saving you time and reducing mistakes from data entry.
This allows for powerful two-way sync between Process Street and other systems.
- Updates to your CRM, reflect on your checklist
- Post signed contracts back into your checklist
- Sync data with your Google Sheet or Airtable Base
You’ll notice that when you choose your Process Street ‘action’ in Zapier, you’ll have the option to add a ‘search’.
To create a dynamic checklist search, use the Checklist ID field instead of the checklist name.