An automated workflow using zapier
Connects Process Street + Google Sheets
Post Process Street task activity to Google Sheets
About this workflow template
This automation scenario allows you to connect Process Street and Google Sheets
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Process Street and Google Sheets can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Process Street
New Task Checked in Process Street
Triggers when a task is checked off in a workflow.
Then this action happens in Google Sheets
Create Spreadsheet Row in Google Sheets
Create a new row in a specific spreadsheet.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Post Process Street task activity to Google Sheets.
Part I
Configure Applications
First, we need to connect Process Street and Google Sheets to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Process Street to Zapier.
Give Zapier access to your Process Street account, using Process Street credentials.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Process Street
Choose the following trigger: New Task Checked (Triggers when a task is checked off in a workflow.).
Then set up an Action for Google Sheets
Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Process Street and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Post Process Street task activity to Google Sheets!
Related Automation Templates
Supported triggers and actions
New spreadsheet row
Triggers when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggers when a new spreadsheet is created.
triggerbyzapierautomateio
Run workflow
Runs a workflow.
actionbyzapierintegratelyUpdate workflow run
Update an existing workflow run.
actionbyzapierCreate data set record
Adds a new record to a data set.
actionbyzapierCreate a workflow run
Creates a new workflow run.
actionbyintegromatpabbly-connectFind workflow run
Search for a workflow run by ID, name, form fields, and other attributes.
actionbyzapierpabbly-connectRun workflow if it doesn't exist yet
Creates a workflow run if none were found by the search.
actionbyzapier
Apps you need
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
