Connect Process Street and CRM.io
Integrate Process Street with CRM.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All lists from CRM.io when New Workflow Run in Process-street
Search List by Name in CRM.io when New Workflow Run in Process-street
List All Tags from CRM.io when New Workflow Run in Process-street
Search Notes in CRM.io when New Workflow Run in Process-street
List All Companies from CRM.io when New Workflow Run in Process-street
Popular Process Street + CRM.io flows
Start from a real workflow other teams are already running.
Choose a trigger
Process Street
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
CRM.io
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
List All lists from CRM.io when New Workflow Run in Process-street
Use this flowSearch List by Name in CRM.io when New Workflow Run in Process-street
Use this flowList All Tags from CRM.io when New Workflow Run in Process-street
Use this flowSearch Notes in CRM.io when New Workflow Run in Process-street
Use this flowList All Companies from CRM.io when New Workflow Run in Process-street
Use this flowList All Deals from CRM.io when New Workflow Run in Process-street
Use this flowList All Pipelines from CRM.io when New Workflow Run in Process-street
Use this flowList All Products from CRM.io when New Workflow Run in Process-street
Use this flowList All Sources from CRM.io when New Workflow Run in Process-street
Use this flowList All Users from CRM.io when New Workflow Run in Process-street
Use this flowSupported Triggers & Actions
Everything you can automate between Process Street and CRM.io.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Process Street and CRM.io accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Process Street and CRM.io as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CRM.io. No coding required.
Yes. You can set up a workflow where Process Street triggers actions in CRM.io, and a separate workflow where CRM.io triggers actions in Process Street. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Process Street and CRM.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Process Street and CRM.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
