ProductivityIn development

Process Street

Process Street supports creating and running checklists, SOPs, and workflows, helping teams automate recurring processes and track compliance

In development

Cataloged and scoped, not yet available to run in production.

5
actions

Actions

Operations this integration can perform.

5

Complete a workflow run

This tool marks an entire workflow run as completed in Process Street. It first retrieves the current workflow run details, then updates the status to 'Completed' while preserving other fields like name and shared status. This distinguishes it from PROCESS_STREET_COMPLETE_TASK which completes individual tasks within a workflow run.

Create Workflow Run

This tool creates a new workflow run from a specified workflow template. It is one of the most fundamental operations in Process Street, allowing users to initiate a new instance of a workflow. The tool requires a workflow_template_id and optionally allows setting a custom name, due date, and whether to enable a share link.

Find Data Set Rows

Retrieves records from a Process Street data set with optional filtering by column values. Use this tool to search for specific records within a data set or to paginate through all records. Data sets are tables that store structured data which can be used across workflows.

List Workflows

This tool retrieves a list of all workflows available in the Process Street account. It is a fundamental action that allows users to view and access all their workflows, which is essential for other operations that require workflow IDs. This action is important because it provides the foundation for other actions that require workflow IDs as input parameters, such as creating workflow runs or managing workflow-specific tasks, thereby enabling better workflow management and automation.

Undelete Workflow Run

Restores a previously deleted workflow run in Process Street. Uses the POST /workflow-runs/{workflowRunId}/undelete endpoint to recover a workflow run within the valid recovery period (typically up to 30 days). Only workflow runs that have been deleted (not permanently removed) can be restored.

Triggers

Events that start workflows from this integration.

5

Approval Approved/Rejected

Fires when a task in an approval is approved or rejected.

Task Checked/Unchecked

Fires when a task in a workflow run is checked or unchecked.

Task Ready to be Checked

Fires when a task is ready to be worked on.

Workflow Run Completed

Fires when a workflow run is completed.

Workflow Run Created

Fires when a workflow is run (a new instance of a workflow is created).

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