
When this happens...
New File Created

Automatically do this!
Create Data Set Record
Delete Data Set Record
Update Task
List Workflows
List Users
List Data Sets
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new file is created
Triggers when a workflow is run.
Triggers when a workflow run is completed.
Triggers when a task is checked off in a workflow.
Triggers when a task is ready to be worked on.
Triggers when a new record is added to a data set.
Action is the task that follows automatically within your Ebby integrations.
Show all files in Ebby.
Creates Data set record for specified id.
Deletes an existing record in a data set.
Update a task in workflow run.
Gets a list of active workflows.
Gets a list of users.

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To start, connect both your Ebby and Process Street accounts to viaSocket. Once connected, you can set up a workflow where an event in Ebby triggers actions in Process Street (or vice versa).
Absolutely. You can customize how Ebby data is recorded in Process Street. This includes choosing which data fields go into which fields of Process Street, setting up custom formats, and filtering out unwanted information.
The data sync between Ebby and Process Street 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 Ebby and Process Street. 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.
Ebby is a comprehensive platform designed to streamline and enhance the real estate transaction process. It offers tools and features that facilitate communication, document management, and transaction tracking for real estate professionals, ensuring a seamless experience for both agents and clients.
Learn MoreAutomate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
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