Connect Process Street and beacon to Build Intelligent Automations

Choose a Trigger

Process Street

When this happens...

Choose an Action

beacon

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Enable Integrations or automations with these events of Process Street and beacon

Enable Integrations or automations with these events of Process Street and beacon

Triggers

New Workflow Run

New Workflow Run

Triggers when a workflow is run.

Workflow Run Completed

Workflow Run Completed

Triggers when a workflow run is completed.

New Task Checked

New Task Checked

Triggers when a task is checked off in a workflow.

Task Ready

Task Ready

Triggers when a task is ready to be worked on.

Data Set Record Created

Data Set Record Created

Triggers when a new record is added to a data set.

Data Set Record Updated

Data Set Record Updated

Triggers when an existing record is updated in a data set.

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Actions

Create Data Set Record

Create Data Set Record

Creates Data set record for specified id.

Delete Data Set Record

Delete Data Set Record

Deletes an existing record in a data set.

Update Task

Update Task

Update a task in workflow run.

List Workflows

List Workflows

Gets a list of active workflows.

List Users

List Users

Gets a list of users.

List Data Sets

List Data Sets

Get a list of data sets.

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Frequently Asked Questions

How do I start an integration between Process Street and beacon?

To start, connect both your Process Street and beacon accounts to viaSocket. Once connected, you can set up a workflow where an event in Process Street triggers actions in beacon (or vice versa).

Can we customize how data from Process Street is recorded in beacon?

Absolutely. You can customize how Process Street data is recorded in beacon. This includes choosing which data fields go into which fields of beacon, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Process Street and beacon?

The data sync between Process Street and beacon typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Process Street to beacon?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Process Street and beacon?

Yes, you can set conditional logic to control the flow of data between Process Street and beacon. 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.

Process Street

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.

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beacon

About beacon

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.

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