You can create custom integration links to other apps using variables (a piece of information from a workflow or a workflow run that’s automatically pushed into another location).
This lets you use the information from a workflow or workflow run in custom searches, such as email look-ups and Google searches.
Users: In order to create or edit workflows you must be an Administrator or a Member who has been given ‘edit’ access by your Administrator.
Integration links are web addresses that you’ve changed to use a variable from a workflow.
For example, a Google search for “star” has the web address:
However, you can change the URL to use a variable, such as “Workflow name” {{workflow.name}}, to search using whatever data that variable is.
For example, if {{workflow.name}} 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 workflow.
To do this, hover over the workflow in your Library and click the quick link icon to edit it. Then go to the task into which you want to put the integration link and add a text widget by dragging it into the center of your screen. You’re now ready to create and insert your integration link.
Find the link you want to put a variable into. This can be almost any web address containing changeable information, for example, Google, LinkedIn, Facebook, Twitter, or Salesforce. All of these sites can be searched using a variable, which could be a client’s name, email address, or any phrase that you want to search for.
An easy way to find these links is to perform a search on the website you’re interested in, and then copy the URL at the top of your browser.
Once you’ve got your link, come back to your workflow and paste the link into your text field as plain text. Then select the section of the URL you want to replace and choose a variable to replace it with.
To select a variable, click the magic wand (variable) icon in the top right of the text widget in your workflow. Remember that this will be what your custom integration link will search for on your chosen website.
Finally, you can use this to create a hyperlink in your text field. Select the text you would like to add your link to, then click the link icon in the text widget menu. Paste your link into the URL field and click OK to finish, as shown below.
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= as shown above.
You can also create custom integration links in your subtasks to quickly access web pages as you check off items on your list.
First, add subtasks to your task then paste the URL of a website where you want to search your variable. Then, replace the search query with a variable using the ‘magic wand’ icon next to a subtask field, as shown below.
To make things a little easier, we’ve collected five example integration links you can use.
You can use run links in Process Street to trigger a new workflow run. These links can be customized to include specific variables, much like integration links.
For example, you could push the name of a workflow into a new workflow run by including the {{workflow.name}} variable as follows:
https://app.process.st/workflows/pp2hNnOT30l1zvCWOxFNkA/create/run?run_name={{workflow.name}}
To search Google with a variable, all you need to do is paste your variable after “https://google.com/?q=”
So, if you wanted to search Google for a workflow’s name, the final result would be:
https://google.com/?q={{workflow.name}}
Another example would be looking up a domain with Ahrefs. For this, you would need to paste your variable after “https://ahrefs.com/site-explorer/overview/v2/subdomains/fresh?target=”.
So, if you wanted to perform a lookup on a client’s domain (which was captured using a form field), the link would become:
https://ahrefs.com/site-explorer/overview/v2/subdomains/fresh?target={{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:
https://hooks.zapier.com/hooks/catch/677553/hyv3s0/?client_email={{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 that @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:
https://twitter.com/intent/tweet?text={{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:
https://www.linkedin.com/vsearch/p?keywords={{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.
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