Process Street Action Automation For Workflows

Process Street Action Automation For Workflows
Streamline recurring processes and team collaboration by integrating Process Street with your workflow system. Automatically trigger checklists, update tasks, and track progress in real time to ensure consistency and accountability across operations.

Key Features

Checklist & Task Sync
Automatically create or update tasks when new checklists are started, completed, or modified in Process Street.

Process Triggers
Trigger workflows based on checklist progress, task completion, form submissions, or assigned team members—ensuring timely handoffs and visibility.

Custom Alerts
Set alerts for overdue tasks, incomplete checklists, or approval bottlenecks to keep your team on track and informed.

Secure API Integration
Securely manage Process Street API credentials within your automation environment for reliable, real-time, and secure access to process data.

Real-Time Data Flow
Keep operations, onboarding, and quality control perfectly in sync with live updates from Process Street—eliminating delays and manual tracking.

What You’ll Experience

• Easy, no-code setup within your existing workflow platform

• Real-time syncing of Process Street checklist and task data

• Centralized credential and automation rule management

• Enhanced team coordination across departments and functions

Why It’s Valuable

• Automate task creation and follow-ups based on checklist activity

• Standardize operations with consistent, repeatable processes

• Align teams with real-time workflow visibility

• Maintain a full audit trail of completed checklists and process changes

Getting Started

1. Install the Process Street integration from your platform’s app marketplace

2. Securely connect your Process Street account using the guided setup

3. Configure automation rules based on checklist, task, or form activity

4. Access documentation, onboarding support, or live assistance as needed

Ready to turn recurring tasks into streamlined workflows?
Install the Process Street integration today and power your process automation—seamlessly. Support is available 24/7.