AroFlo and Process Street Integration

AroFlo icon
Process Street icon
AroFlo
Process Street

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Build project management workflows between AroFlo and Process Street on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.

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Learn about AroFlo and Process Street

Detailed info you need to know about AroFlo and Process Street integrations in WEXTL. Explore which modules apps support and how you connect them.

AroFlo

AroFlo icon

Project Management11 triggers133 searches97 actionsField service job management for trades — scheduling, quoting, invoicing, and crews. [5]

Process Street

Process Street icon

Project Management6 triggers60 searches85 actionsRun workflows, checklists, and processes with Process Street. [6]

How to connect AroFlo to Process Street

Set up your AroFlo and Process Street integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between AroFlo and Process Street work in WEXTL?

WEXTL exposes actions and triggers for AroFlo and Process Street that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

AroFlo triggersProcess Street actions

AroFlo modules
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    Add a Task MaterialAdds a material line to a task.
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    Add a Task NoteAdds a note to a task.
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    Add a Task ResourceAssigns a user or business unit to a task.
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    Add a Work Order Line Item (v2)Adds a line item to a work order.
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    Add Bill Line Items (v2)Adds line items to a bill.
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    Add Bill Notes (v2)Adds notes to a bill.
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    Add Invoice Line Items (v2)Adds line items to an invoice.
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    Add Invoice Notes (v2)Adds notes to an invoice.
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    Add Project Notes (v2)Adds notes to a project.
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    Add Purchase Order Notes (v2)Adds notes to a purchase order.
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    Add Quote Line Items (v2)Adds line items to a quote.
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    Add Quote Notes (v2)Adds notes to a quote.
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    Add RFQ Notes (v2)Adds notes to a request for quote.
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    Add Task Notes (v2)Adds notes to a task.
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    Add Work Order Notes (v2)Adds notes to a work order.
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    Archive a Client ContactArchives a contact on a client.
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    Archive a Supplier ContactArchives a supplier contact.
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    Assign Task Resources (v2)Sets the users and assets assigned to a task.
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    Convert Legacy IDs (v2)Converts legacy API ids into v2 ids.
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    Create a BillCreates a bill.
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    Create a Bill (v2)Creates a bill.
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    Create a Bill Line ItemAdds a line item to a bill.
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    Create a ClientCreates a client.
  • AroFlo icon
    Create a Client (v2)Creates a client.
  • AroFlo icon
    Create a Client ContactAdds a contact to a client.
  • AroFlo icon
    Create a Client Contact (v2)Creates a contact for a client.
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    Create a Client LocationAdds a location to a client.
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    Create a Client NoteAdds a note to a client.
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    Create a Location (v2)Creates a location for a client.
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    Create a Message TemplateCreates a message template.
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    Create a Payment (v2)Records a payment.
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    Create a PriorityCreates a priority.
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    Create a Project (v2)Creates a project.
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    Create a Purchase Order (v2)Creates a purchase order.
  • AroFlo icon
    Create a Quote (v2)Creates a quote.
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    Create a Quote Takeoff (v2)Creates a takeoff on a quote.
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    Create a ScheduleSchedules a task or event.
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    Create a Schedule (v2)Schedules a task or event.
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    Create a SupplierCreates a supplier.
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    Create a Supplier (v2)Creates a supplier.
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    Create a Supplier ContactAdds a contact to a supplier.
  • AroFlo icon
    Create a Supplier Contact (v2)Creates a contact for a supplier.
  • AroFlo icon
    Create a Supplier LocationAdds a location to a supplier.
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    Create a TaskCreates a task.
  • AroFlo icon
    Create a Task (v2)Creates a task.
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    Create a Task Labour (v2)Records labour on a task.
  • AroFlo icon
    Create a Task Material (v2)Records a material on a task.
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    Create a UserCreates a user.
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    Create a Work OrderCreates a work order.
  • AroFlo icon
    Create a Work Order (v2)Creates a work order.
Process Street modules
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    Assign User to TaskAssigns a user by email to a task in a workflow run.
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    Assign User to Workflow RunAssigns a user to a workflow run. If the user does not exist in your organization they will be invited as a Guest (Internal).
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    Create CommentCreates a comment on a task within a workflow run.
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    Create Data SetCreates a new data set, optionally with an initial set of fields (columns).
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    Create Data Set Incoming WebhookCreates a new incoming webhook for a data set. An external system POSTs to the returned URL to create/update a row.
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    Create Data Set RecordCreates a new record (row) in a data set.
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    Create File UploadReturns a single-use upload URL and a file upload ID for uploading a file's bytes directly, without sending them through this API.
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    Create FolderCreates a folder in your organization. If no parent is given, the folder is created directly under the organization's Home folder.
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    Create Logic RuleCreates a conditional visibility (Show/Hide) rule on a workflow revision.
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    Create One-Off TaskCreates a standalone task, optionally linked to a workflow run and assigned to one or more users.
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    Create PageCreates a new page in a folder.
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    Create Page RevisionCreates a new draft revision for a page from its current finished revision. Only one draft can exist at a time.
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    Create Page WidgetCreates a new widget (content block) on a page revision. Pages do not support Form Field widgets.
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    Create Scheduled WorkflowCreates a recurring or one-time schedule that automatically starts workflow runs.
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    Create WidgetCreates a new widget (content block or form field) on a task template.
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    Create WorkflowCreates a new workflow with the specified properties.
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    Create Workflow Incoming WebhookCreates a new incoming webhook for a workflow. An external system POSTs to the returned URL to start a workflow run.
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    Create Workflow RevisionCreates a new draft revision for a workflow from its current finished revision. Only one draft can exist at a time.
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    Create Workflow RunCreates a new workflow run for the specified workflow.
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    Create Workflow TaskCreates a new task template on a draft workflow revision.
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    Delete All Form Field FilesDeletes every uploaded file on a File or MultiFile form field.
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    Delete AttachmentDeletes a task-level attachment.
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    Delete CommentDeletes an existing comment.
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    Delete Data SetDeletes a data set and all of its records.
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    Delete Data Set Incoming WebhookDeletes an incoming webhook from a data set.
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    Delete Data Set RecordDeletes a record (row) from a data set. Returns the deleted record.
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    Delete FolderDeletes an empty folder. The folder must contain no subfolders or workflows.
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    Delete Form Field FileDeletes one uploaded file from a File or MultiFile form field, by file ID.
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    Delete Logic RuleDeletes a logic rule from a workflow revision.
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    Delete One-Off TaskDeletes a one-off task.
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    Delete PageDeletes a page.
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    Delete Page RevisionDeletes a draft page revision. Only revisions in Draft status can be deleted.
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    Delete Page WidgetDeletes a widget from a page revision.
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    Delete Scheduled WorkflowDeletes a scheduled workflow.
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    Delete WidgetDeletes a widget from a task template.
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    Delete WorkflowSoft deletes a workflow by its ID.
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    Delete Workflow Incoming WebhookDeletes an incoming webhook from a workflow.
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    Delete Workflow RevisionDeletes a draft workflow revision. Only revisions in Draft status can be deleted.
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    Delete Workflow RunDeletes a workflow run by its ID (soft delete).
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    Delete Workflow TaskDeletes a task template from a draft workflow revision.
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    Duplicate PageCreates a copy of a page, optionally from a specific revision and/or into a different folder.
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    Duplicate WorkflowCreates a new workflow as a copy of the source workflow at a given revision.
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    Get Checklist Due Date RuleRetrieves the rule that computes a workflow run's due date on a workflow revision.
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    Get CommentReturns a comment by its ID.
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    Get Data SetRetrieves a data set by its ID, including its fields (columns).
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    Get Data Set Incoming WebhookRetrieves an incoming webhook for a data set by its ID.
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    Get Data Set RecordRetrieves a data set record by its ID.
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    Get Folder PermissionsReturns the complete list of permissions on a folder, one entry per user or group.
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    Get Logic RuleRetrieves a single logic rule on a workflow revision by ID.
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    Get My Work StatsReturns total, upcoming, and overdue counts of work items assigned to a user, defaulting to the authenticated user.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with AroFlo and Process Street integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to AroFlo [5]

Alternative integrations to Process Street [6]

Try AroFlo and Process Street on WEXTL®

Claim your 3-day trial to build AroFlo with Process Street integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting AroFlo and Process Street.

References

List of sources used to gather information about the AroFlo and Process Street integration.

  1. AroFlo and Process Street integration source code, module specs and credentials implementation.
  2. Our AroFlo and Process Street integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for AroFlo and Process Street — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. AroFlo integration information
  6. Process Street integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore AroFlo and Process Street, or get started