![]() There are literally thousands of ways Process Street can interact with other software applications using Zapier. The examples below are two basic examples and are just an introduction to what can be done. When the window appears, copy the key you’ve just generated or that was previously generated for your organization. Zapier will ask you for your API key the first time you connect your organization. If one has already been created, you can use that key for your integration. In order to connect your Process Street organization to Zapier, you’ll want to generate and capture your organization’s API key here (must be Admin). Turn on the Workflow run share link automatically. ![]() When a Record is deleted from a data set.You can trigger an action in another application with these options: Process Street has a number of triggers, searches, and actions available through Zapier. At its most basic, if a task is completed in Process Street, then do in another application. Essentially, it’s a cause-and-effect system of “if this happens, then do that”. Zapier works by listening for events in one app, then automatically triggering an action in another. Connecting your Process Street Account to Zapier.For example, you could tell Zapier to create a new Process Street workflow run when a lead is added in Salesforce, send an email when a task is completed in Process Street or fill in contract variables in HelloSign and send the contract with data collected in Process Street. Zapier is a service that connects your apps together so that you can automate tasks behind the scenes. Zapier lets you automatically find and run your workflows in Process Street and trigger actions in over 5,000 apps, including Salesforce, Slack, Google Sheets, Asana, Airtable, and more. Using Zapier to connect to other Applications and Automate your Processes
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