What actions can I run in Process Street?

145 actions are available, including "Get Checklist Due Date Rule", "Get Comment", and "Get Data Set", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Process Street Integrations

Run workflows, checklists, and processes with Process Street. When Process Street work moves, update stakeholders or kick the next automation.

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Watch Task CheckedTriggers when a task is checked off in a workflow run.
Watch Task Checked/UncheckedTriggers when a task is either checked or unchecked in a workflow run.
Watch Task ReadyTriggers when a task becomes ready to be worked on (no longer hidden or blocked by an earlier stop).
Watch Task UncheckedTriggers when a previously checked task is unchecked in a workflow run.
Watch Workflow Run CompletedTriggers when a workflow run is marked complete.
Watch Workflow Run CreatedTriggers when a new workflow run is created.
Get Checklist Due Date RuleRetrieves the rule that computes a workflow run's due date on a workflow revision.
Get CommentReturns a comment by its ID.
Get Data SetRetrieves a data set by its ID, including its fields (columns).
Get Data Set Incoming WebhookRetrieves an incoming webhook for a data set by its ID.
Get Data Set RecordRetrieves a data set record by its ID.
Get Folder PermissionsReturns the complete list of permissions on a folder, one entry per user or group.
Get Logic RuleRetrieves a single logic rule on a workflow revision by ID.
Get My Work StatsReturns total, upcoming, and overdue counts of work items assigned to a user, defaulting to the authenticated user.
Get One-Off TaskRetrieves a single one-off task by ID.
Get PageRetrieves a page by its ID.
Get Page MarkdownExports a page's currently published content as Markdown.
Get Page PermissionsRetrieves a paginated list of user/group permissions granted on a page.
Get Page RevisionRetrieves a page revision by its ID.
Get Page Revision MarkdownExports a specific page revision's content as Markdown.
Get Page WidgetRetrieves a single widget on a page revision by ID.
Get Scheduled WorkflowRetrieves a single scheduled workflow by ID.
Get TaskReturns a task in a workflow run by its ID.
Get Task Assignment RulesRetrieves the assignment rules that determine who gets assigned to a task template's run instances.
Get Task ConfigRetrieves the AI/Approval/Code automation configuration for a task template. Standard tasks have no configuration.
Get Task Due Date RuleRetrieves the rule that computes a task's due date on a workflow revision.
Get Task Permission RulesRetrieves a paginated list of permission rules controlling who can read/update a task template.
Get WidgetRetrieves a widget by its ID from a task template.
Get WorkflowReturns a workflow by its ID.
Get Workflow Incoming WebhookRetrieves a single incoming webhook on a workflow by ID.
Get Workflow PermissionsReturns the complete list of permissions on a workflow, one entry per user or group.
Get Workflow RevisionRetrieves a workflow revision by its ID.
Get Workflow RunReturns a workflow run by its ID.
Get Workflow TaskRetrieves a task template by its ID from a workflow revision.
List ApprovalsRetrieves a paginated list of approved or rejected approvals for a workflow run. Pending (not-yet-acted-on) approvals are not returned.
List AttachmentsRetrieves a list of task-level attachments, ordered by creation date.
List CommentsRetrieves a paginated list of comments on a workflow, workflow run, or task, ordered by creation date (newest first).
List Data Set Incoming WebhooksRetrieves the list of incoming webhooks configured for a data set. Not paginated by the vendor.
List Data Set RecordsRetrieves a paginated list of all records (rows) in a data set.
List Data SetsRetrieves a paginated list of all data sets in your organization.
List FoldersRetrieves a paginated list of folders in your organization that you have permission to read. Excludes system folders (Home and Private).
List Form Field OptionsRetrieves the option list for a Select, MultiSelect, or MultiChoice form field.
List Form FieldsRetrieves the template-level form field definitions on a workflow (across all tasks).
List Form Field ValuesRetrieves the current form field values across every task in a workflow run.
List Form Field Values by TaskRetrieves the current form field values for a single task within a workflow run.
List Logic RulesRetrieves the conditional visibility (Show/Hide) rules on a workflow revision.
List My Work ItemsRetrieves a paginated list of work items assigned to a user, defaulting to the authenticated user.
List Page RevisionsRetrieves a paginated list of revisions for a page, optionally filtered by status.
List PagesRetrieves a paginated list of pages, optionally filtered by name (partial match) and/or folder.
List Page WidgetsRetrieves widgets on a page revision, ordered by position, optionally filtered by widget type.
List Scheduled WorkflowsRetrieves a paginated list of scheduled workflows.
List Task AssigneesReturns all the assignees of a given task in a workflow run.
List TasksRetrieves a paginated list of tasks assigned to a user, sorted by due date.
List Tasks by Workflow RunRetrieves a paginated list of tasks for a workflow run, sorted in order.
List UsersRetrieves a list of users in your organization, sorted by name.
List WidgetsRetrieves a paginated list of widgets (content blocks and form fields) on a task template, optionally filtered by widget type.
List Workflow Incoming WebhooksRetrieves the list of incoming webhooks configured for a workflow. Not paginated by the vendor.
List Workflow RevisionsRetrieves a paginated list of revisions for a workflow, optionally filtered by status.
List Workflow Revision VariablesRetrieves merge tag variables available in a workflow revision, filtered by type.
List Workflow Run AssigneesRetrieves a paginated list of users assigned to a workflow run.
List Workflow RunsRetrieves a paginated list of workflow runs accessible to you, sorted by creation date (newest first). Soft-deleted runs are excluded.
List WorkflowsRetrieves a list of active workflows, sorted by name.
List Workflow TasksRetrieves a list of task templates from a workflow's current published revision.
List Workflow Tasks (Template)Retrieves a paginated list of task templates defined on a workflow revision (draft or published), optionally filtered by task type. Distinct from List Workflow Tasks, which only ever returns the current published revision's task templates.
Search My Work ItemsSearches work items with complex, multi-value filtering plus free-text search and sorting.
Search Workflow RunsReturns the latest 200 workflow runs of a workflow, showing the most recently updated first.
Assign User to TaskAssigns a user by email to a task in a workflow run.
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).
Create CommentCreates a comment on a task within a workflow run.
Create Data SetCreates a new data set, optionally with an initial set of fields (columns).
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.
Create Data Set RecordCreates a new record (row) in a data set.
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.
Create FolderCreates a folder in your organization. If no parent is given, the folder is created directly under the organization's Home folder.
Create Logic RuleCreates a conditional visibility (Show/Hide) rule on a workflow revision.
Create One-Off TaskCreates a standalone task, optionally linked to a workflow run and assigned to one or more users.
Create PageCreates a new page in a folder.
Create Page RevisionCreates a new draft revision for a page from its current finished revision. Only one draft can exist at a time.
Create Page WidgetCreates a new widget (content block) on a page revision. Pages do not support Form Field widgets.
Create Scheduled WorkflowCreates a recurring or one-time schedule that automatically starts workflow runs.
Create WidgetCreates a new widget (content block or form field) on a task template.
Create WorkflowCreates a new workflow with the specified properties.
Create Workflow Incoming WebhookCreates a new incoming webhook for a workflow. An external system POSTs to the returned URL to start a workflow run.
Create Workflow RevisionCreates a new draft revision for a workflow from its current finished revision. Only one draft can exist at a time.
Create Workflow RunCreates a new workflow run for the specified workflow.
Create Workflow TaskCreates a new task template on a draft workflow revision.
Delete All Form Field FilesDeletes every uploaded file on a File or MultiFile form field.
Delete AttachmentDeletes a task-level attachment.
Delete CommentDeletes an existing comment.
Delete Data SetDeletes a data set and all of its records.
Delete Data Set Incoming WebhookDeletes an incoming webhook from a data set.
Delete Data Set RecordDeletes a record (row) from a data set. Returns the deleted record.
Delete FolderDeletes an empty folder. The folder must contain no subfolders or workflows.
Delete Form Field FileDeletes one uploaded file from a File or MultiFile form field, by file ID.
Delete Logic RuleDeletes a logic rule from a workflow revision.
Delete One-Off TaskDeletes a one-off task.
Delete PageDeletes a page.
Delete Page RevisionDeletes a draft page revision. Only revisions in Draft status can be deleted.
Delete Page WidgetDeletes a widget from a page revision.
Delete Scheduled WorkflowDeletes a scheduled workflow.
Delete WidgetDeletes a widget from a task template.
Delete WorkflowSoft deletes a workflow by its ID.
Delete Workflow Incoming WebhookDeletes an incoming webhook from a workflow.
Delete Workflow RevisionDeletes a draft workflow revision. Only revisions in Draft status can be deleted.
Delete Workflow RunDeletes a workflow run by its ID (soft delete).
Delete Workflow TaskDeletes a task template from a draft workflow revision.
Duplicate PageCreates a copy of a page, optionally from a specific revision and/or into a different folder.
Duplicate WorkflowCreates a new workflow as a copy of the source workflow at a given revision.
Import Data Set RecordsImports rows into a data set from a CSV file (max 20 MB). The first row must contain the column names.
Make an API CallPerforms an arbitrary authorized API request to the Process Street API.
Publish Page RevisionPublishes a draft page revision, transitioning it to Finished status. The previously finished revision becomes Revised.
Publish Workflow RevisionPublishes a draft workflow revision, transitioning it to Finished status. The previously finished revision becomes Revised.
Remove Assignee from TaskUnassigns a user by email from a task in a workflow run.
Remove Assignee from Workflow RunUnassigns a user from a workflow run.
Remove My Work Item SnoozeRemoves the snooze from a My Work item.
Set Checklist Due Date RuleSets or clears the rule that computes a workflow run's due date on a workflow revision.
Set Folder PermissionsReplaces the full set of permissions for a folder. Send an empty list to remove all user-addressable permissions.
Set My Work Item SnoozeSnoozes a My Work item until the specified date. If already snoozed, updates the snooze date.
Set One-Off Task CompleteMarks a one-off task as completed.
Set One-Off Task IncompleteMarks a one-off task as not completed.
Set Page PermissionsReplaces the full list of user/group permissions granted on a page.
Set Task Due Date RuleSets or clears the rule that computes a task's due date on a workflow revision.
Set Workflow PermissionsReplaces the full set of permissions for a workflow. Send an empty list to remove all user-addressable permissions.
Undelete Workflow RunRestores a previously deleted workflow run by its ID.
Update CommentUpdates the text of an existing comment.
Update Data SetUpdates a data set's name and/or fields (columns). Include a field's ID to update it in place, or omit it to add a new field.
Update Data Set Incoming WebhookUpdates an incoming webhook's name, automation app label, status, or field config.
Update Data Set RecordUpdates the cell values of a data set record.
Update FolderUpdates the name of an existing folder.
Update Form Field ValuesSets or updates one or more form field values on a workflow run in a single request.
Update Logic RuleUpdates a logic rule on a workflow revision. Full replace of the rule's fields.
Update One-Off TaskUpdates a one-off task. Full replace of the task's fields, including its subtasks.
Update PageUpdates a page's name, folder, share level, or description.
Update Page RevisionUpdates a draft page revision's change metadata. Only revisions in Draft status can be updated.
Update Page WidgetUpdates a widget on a page revision. Full replace of the widget's fields.
Update Scheduled WorkflowUpdates a scheduled workflow. Full replace of the schedule's fields.
Update TaskReplaces all values of a task in a workflow run. All fields must be supplied (PUT semantics).
Update Task ApprovalApproves or rejects a subject task under an approval task. A PUT request replaces all values, so all fields must be supplied.
Update Task Assignment RulesReplaces the assignment rules that determine who gets assigned to a task template's run instances.
Update Task ConfigSets the AI, Approval, or Code automation configuration for a task template.
Update Task Permission RulesReplaces the full list of permission rules controlling who can read/update a task template.
Update WidgetUpdates a widget (content block or form field) on a task template.
Update WorkflowUpdates all properties of a workflow. All fields are required (PUT semantics).
Update Workflow Incoming WebhookUpdates an incoming webhook on a workflow.
Update Workflow RevisionUpdates a draft workflow revision. Only revisions in Draft status can be updated.
Update Workflow RunReplaces all values of a workflow run. All fields must be supplied (PUT semantics).
Update Workflow TaskUpdates a task template on a draft workflow revision.
Upload AttachmentUploads a file as a task-level attachment on a workflow run.
Upload File to Page WidgetUploads a file to a File, Image, or Video widget on a page revision.
Upload File to WidgetUploads a file to a File, Image, or Video widget on a task template.
Upload Form Field ValueUploads a file to a File or MultiFile form field on a workflow run.

When to use Process Street

Common scenarios where Process Street automation saves time and reduces manual work.

React to "Watch Task Checked" in Process Street in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get Comment" as an automated action in Process Street so records stay consistent whenever something changes elsewhere in your stack.
Include "Watch Task Ready" from Process Street in larger multi-tool workflows to move data end-to-end without hand-offs.

Frequently asked questions

Common questions about automating Process Street in your workflows.

Process Street has 6 triggers, including "Watch Task Checked", "Watch Task Checked/Unchecked", and "Watch Task Ready", and more. Use them to start workflows the moment Process Street events fire — no polling required.

Process Street Integrations

When to use Process Street

Frequently asked questions

Process Street Integrations

When to use Process Street

Connect Process Street to any app in workflows

Frequently asked questions

Connect Process Street to any app in workflows

Connect Process Street to any app in workflows

Connect Process Street to any app in workflows

Process Street Integrations

Process Street triggers and actions

When to use Process Street

Frequently asked questions

What triggers does Process Street support?

What actions can I run in Process Street?

Do I need to write code to automate this?

Is the integration secure?

Process Street Integrations

Process Street triggers and actions

When to use Process Street

Connect Process Street to any app in workflows

Frequently asked questions

What triggers does Process Street support?

What actions can I run in Process Street?

Do I need to write code to automate this?

Is the integration secure?

Connect Process Street to any app in workflows

Connect Process Street to any app in workflows

Connect Process Street to any app in workflows