Connect Process Street and Summary: Enhance Your Workflow Today to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
- Request a new Action for Summary: Enhance Your Workflow Today
Enable Integrations or automations with these events of Process Street and Summary: Enhance Your Workflow Today
Enable Integrations or automations with these events of Process Street and Summary: Enhance Your Workflow Today
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 Summary: Enhance Your Workflow Today accounts to viaSocket. Once connected, you can set up a workflow where an event in Process Street triggers actions in Summary: Enhance Your Workflow Today (or vice versa).
Absolutely. You can customize how Process Street data is recorded in Summary: Enhance Your Workflow Today. This includes choosing which data fields go into which fields of Summary: Enhance Your Workflow Today, setting up custom formats, and filtering out unwanted information.
The data sync between Process Street and Summary: Enhance Your Workflow Today 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 Summary: Enhance Your Workflow Today. 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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