Connect Process Street and Zendesk Sell to Build Intelligent Automations
Choose a Trigger
When this happens...
New Workflow Run
Workflow Run Completed
New Task Checked
Task Ready
Data Set Record Created
Data Set Record Updated
Choose an Action
Automatically do this!
Update a Company
Stop Sequence Enrollment
Create product in a Catalog
Update product in a Catalog
Find a Task
Create a Lead
Create a Note
Find a Person
Find a Lead
Find a Contact
Find a Deal Stage
Find a User
Find a Product in Catalog
Find a Deal Source
Find a Deal
Find a Company
Create a Person
Create a Company
Create a Task
Create a Deal
Update a Person
Update a Deal
Update a Lead
Retrieve All Contacts
Retrieve All Custom Fields
Retrieve All Deal Sources
Retrieve All Deals
Retrieve All Lead Conversions
Retrieve All Lead Sources
Retrieve All Lead Unqualified Reasons
Retrieve All Lead
Retrieve All Notes
Retrieve All Orders
Retrieve All Pipelines
Retrieve All Products
Retrieve All Tags
Retrieve All Tasks
Retrieve All Users
Ready to use Process Street and Zendesk Sell automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Workflow Run
Triggers when a workflow is run.
Workflow Run Completed
Triggers when a workflow run is completed.
New Task Checked
Triggers when a task is checked off in a workflow.
Task Ready
Triggers when a task is ready to be worked on.
Data Set Record Created
Triggers when a new record is added to a data set.
Data Set Record Updated
Triggers when an existing record is updated in a data set.
Do thisActions
Action is the task that follows automatically within your Process Street integrations.
Create Data Set Record
Creates Data set record for specified id.
Delete Data Set Record
Deletes an existing record in a data set.
Update Task
Update a task in workflow run.
List Workflows
Gets a list of active workflows.
List Users
Gets a list of users.
List Data Sets
Get a list of data sets.
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Frequently Asked Questions
To start, connect both your Process Street and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Process Street triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Process Street data is recorded in Zendesk Sell. This includes choosing which data fields go into which fields of Zendesk Sell, setting up custom formats, and filtering out unwanted information.
The data sync between Process Street and Zendesk Sell typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Process Street and Zendesk Sell. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Process Street
Automate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
Learn MoreAbout Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
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