Automate Process Street workflows with apps and AI
Trigger and populate Process Street checklists from your CRM, billing, helpdesk, or AI — reduce manual steps, shorten time-to-revenue, and keep audits clean without coding.
Connect Process Street with 2100+ apps
Ready to use Process Street automations
Triggers and Actions in Process Street Automations
viaSocket makes it simple to connect Process Street and automate repetitive tasks.
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.
Real-world use cases of Process Street integrations
See how Process Street integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule
How to get started with Process Street automations
Automate when something happens in Process Street
Login -> Create new flow -> Select trigger -> Search Process Street -> Choose the trigger from the list
Take action in Process Street when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Process Street -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
Authenticate Process Street in viaSocket, choose a checklist template, map the incoming app fields (CRM, helpdesk, billing), and set triggers (e.g., deal won, ticket opened). viaSocket runs the checklist when the trigger happens — no coding needed.
Yes. viaSocket lets you evaluate conditions (like deal size or ticket priority) and route different Process Street checklists or pre-fill different fields so each case follows the right workflow.
Yes. viaSocket can call AI to summarize customer notes, extract key data, or draft task instructions, then insert that content into Process Street checklist items so your team starts with useful, organized information.
Automations use Process Street's API and secure connections. viaSocket follows industry-standard encryption and authentication practices. You control which data fields are passed and where results are stored.
Common outcomes include faster client onboarding and billing, fewer missed checklist steps, quicker support resolution, and consistent audit trails — savings in hours per week and faster revenue or close cycles.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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