
When this happens...
New Workflow Run
Workflow Run Completed
New Task Checked
Task Ready
Data Set Record Created
Data Set Record Updated

Automatically do this!
Create an Organization
Create or Edit an Invoice
Create a Product/Service
Create a Client
Update a Client
Update a Product/Service
Update an Organization
Delete a Client
Delete an Invoice
Delete an Organization
Delete a Product/Service
Finalize an Invoice
Find a Product/Service
Find an Organization
Find an Invoice
Find a Client
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a workflow is run.
Triggers when a workflow run is completed.
Triggers when a task is checked off in a workflow.
Triggers when a task is ready to be worked on.
Triggers when a new record is added to a data set.
Triggers when an existing record is updated in a data set.
Action is the task that follows automatically within your Process Street integrations.
Creates Data set record for specified id.
Deletes an existing record in a data set.
Update a task in workflow run.
Gets a list of active workflows.
Gets a list of users.
Get a list of data sets.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Process Street and sinao accounts to viaSocket. Once connected, you can set up a workflow where an event in Process Street triggers actions in sinao (or vice versa).
Absolutely. You can customize how Process Street data is recorded in sinao. This includes choosing which data fields go into which fields of sinao, setting up custom formats, and filtering out unwanted information.
The data sync between Process Street and sinao 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 sinao. 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.
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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