Process Street

Checklist, Workflow and SOP Software

Integrate the Process Street API with the Salesforce API

Setup the Process Street API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Process Street and Salesforce remarkably fast. Free for developers.

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Add Contact to Campaign with Salesforce (REST API) API on New Workflow Run Created from Process Street API
Process Street + Salesforce
 
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Add Contact to Campaign with Salesforce (REST API) API on Task Checked from Process Street API
Process Street + Salesforce
 
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Add Contact to Campaign with Salesforce (REST API) API on Workflow Run Completed from Process Street API
Process Street + Salesforce
 
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Add Lead to Campaign with Salesforce (REST API) API on New Workflow Run Created from Process Street API
Process Street + Salesforce
 
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Add Lead to Campaign with Salesforce (REST API) API on Task Checked from Process Street API
Process Street + Salesforce
 
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New Workflow Run Created from the Process Street API

Emit new event for every created workflow run

 
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Task Checked from the Process Street API

Emit new event when a task is checked

 
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Workflow Run Completed from the Process Street API

Emit new event for every completed workflow

 
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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

 
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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

 
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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

 
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Start Workflow Run with the Process Street API

Starts a workflow run. See the docs here

 
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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

 
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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

 
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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

 
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Overview of Process Street

The Process Street API empowers you to automate and integrate your checklists and workflows with other apps to streamline business operations. With the API, you can create workflows, manage tasks, trigger actions based on checklist completion, and synchronize data across tools. This paves the way for endless possibilities in terms of project management, compliance tracking, onboarding processes, and routine audits, all managed within the familiar interface of Process Street but supercharged with Pipedream's connectivity.

Connect Process Street

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    process_street: {
      type: "app",
      app: "process_street",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://public-api.process.st/checklists`,
      headers: {
        "X-API-KEY": `${this.process_street.$auth.api_key}`,
      },
    })
  },
})

Overview of Salesforce

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo