Integrations Process Street pdf-factory
Process Street + pdf-factory

Connect Process Street and pdf-factory to Build Intelligent Automations

Choose a Trigger

Process Street

When this happens...

Choose an Action

pdf-factory

Automatically do this!

Enable Integrations or automations with these events of Process Street and pdf-factory

Enable Integrations or automations with these events of Process Street and pdf-factory

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.

Request a new Trigger for Process Street

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.

Request a new Action for Process Street

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Frequently Asked Questions

How do I start an integration between Process Street and pdf-factory?

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

Can we customize how data from Process Street is recorded in pdf-factory?

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

How often does the data sync between Process Street and pdf-factory?

The data sync between Process Street and pdf-factory 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 pdf-factory?

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 pdf-factory?

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

About pdf-factory

PDF Factory is a Dynamic PDF automation API. You create templates using our intuitive visual designer. Then use our API to inject dynamic data et render PDFs

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