ProcessPlan

Visually track, manage and automate your business processes.

Go to site
Explore
/
Apps
/
ProcessPlan

ProcessPlan API Integrations

Build and run workflows using the ProcessPlan API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.

Overview

ProcessPlan is a process management tool with an API that lets you automate and track workflows. On Pipedream, you can use this API to create intricate automations, which can involve triggering workflows in ProcessPlan, updating tasks, pulling data from process templates, or integrating with other services to streamline operations.

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    processplan: {
      type: "app",
      app: "processplan",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.processplan.$auth.regional_subdomain}.processplan.com/api/v4/user/me/personal_instance_task/list/pending/count`,
      headers: {
        "tkn_id": `${this.processplan.$auth.api_token}`,
      },
    })
  },
})

Choose an API to Connect with ProcessPlan API

1
-
24
of
2,000+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Salesforce (REST API)
Salesforce (REST API)
Web services API for interacting with Salesforce
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Snowflake
Snowflake
A data warehouse built for the cloud
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Example Use Cases

  • Automate Task Creation on Schedule: Use Pipedream's scheduled triggers to automatically create tasks in ProcessPlan at regular intervals, ensuring recurring processes are not overlooked and are initiated on time.

  • Sync ProcessPlan with Project Management Tools: Connect ProcessPlan to project management apps like Trello or Asana on Pipedream. When a process reaches a specific stage, it could create a card in Trello or a task in Asana, aligning cross-platform project tracking.

  • Email Notifications for Process Updates: Set up a Pipedream workflow that listens for status updates on tasks in ProcessPlan and automatically sends out detailed email notifications using SendGrid or a similar email service app whenever a process status changes.

Authentication

ProcessPlan uses API keys for authentication. When you connect your ProcessPlan account, Pipedream securely stores the keys so you can easily authenticate to ProcessPlan APIs in both code and no-code steps.

To retrieve your API Token,

  • Navigate to your Karbon account and sign in
  • Click the dropdown on the top right, then click on “Preferences”
  • Scroll down to “API Token”

Your API's regional subdomain is sent to your email when you request it to ProcessPlan support.