Since teams and businesses use many software apps on a day-to-day basis, the data within each app can become siloed.
Automations allow you to pass that data to and from other apps, reducing the amount of manual copy-pasting your team needs to do, therefore reducing errors and becoming more efficient as a result.
Process Street has a number of integrations that you can utilize to build automations, which help streamline your business and make your workflows run fast and faultlessly.
Users: In order to create or update Automations, you must be an Administrator or a Member with “edit” permissions.
In each automation, you have the ability to map data fields from one app to the other.
When you’re editing a workflow, you will find the “Triggers” button below the workflow name. From the available options, select an app and action that would trigger a new workflow run.
You can also configure an automation to send out your data into other apps or a new Process Street workflow run when a task or a workflow run is completed, as shown above.
Each automation has its own set of actions and triggers, which you can learn about in these help articles:
If you want to connect to apps that are not on the list, you can do so via webhooks.
Note: You should only create an automation once your workflow has been fully built out, as recommended in the 5 Stages of Process Building.
There are no filters, delays, or formulas built into automations. To be able to utilize these types of functions, you might want to consider using a Zapier integration or create a Power Automate flow instead.
If you would like to request that we add another app to our automations, you can do that from the help button in the bottom right corner of your screen. Click “Suggestions” and send us your request.
If your automation stopped running or isn’t working as expected, there might be a couple of reasons for this. Check the following:
If you have any questions about using Automations, please reach out to our Process Pros team.
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