ProcessPlan API Integrations

Build and run workflows using the ProcessPlan API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.

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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.

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}`,
      },
    })
  },
})

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#

Name Slug: processplan

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.

Start for free — no credit card required

Watch a demo

ProcessPlan

ProcessPlan API Integrations

Build and run workflows using the ProcessPlan API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.