Connect Process Street and salespanel to Build Intelligent Automations
Enable Integrations or automations with these events of Process Street and salespanel
Enable Integrations or automations with these events of Process Street and salespanel
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your Process Street and salespanel accounts to viaSocket. Once connected, you can set up a workflow where an event in Process Street triggers actions in salespanel (or vice versa).
Absolutely. You can customize how Process Street data is recorded in salespanel. This includes choosing which data fields go into which fields of salespanel, setting up custom formats, and filtering out unwanted information.
The data sync between Process Street and salespanel 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 Process Street and salespanel. 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.
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 salespanel
Salespanel brings all your leads in a single screen when they engage with your emails, marketing newsletters, website page or webforms.
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