Process Street connector
Automate Workflows and Connect Process Street to Your Entire Tech Stack
Trigger checklists, sync run data, and orchestrate multi-step processes across your tools without manual intervention.
What can you do with the Process Street connector?
Process Street is a workflow and checklist platform used by operations, HR, and customer success teams to standardize repeatable processes. Integrating Process Street with tray.ai lets you automatically launch checklists based on events in your CRM, HRIS, helpdesk, or project management tools — no more manually spinning up new workflow runs. You can also push checklist completion data back into your systems of record, so you get a full picture of operational status without any copy-paste work.
Automate & integrate Process Street
Automating Process Street business process or integrating Process Street data is made easy with tray.ai
Use case
Automated Employee Onboarding Checklists
When a new hire is added in your HRIS (Workday, BambooHR, or Rippling), tray.ai instantly creates a Process Street onboarding checklist run pre-filled with the employee's name, start date, department, and manager. Every new employee's onboarding starts the moment HR records are created, with zero manual setup.
Use case
CRM-Driven Sales Process Checklists
When a deal reaches a specific stage in Salesforce or HubSpot, tray.ai automatically creates a Process Street sales process run and assigns it to the relevant account executive. Complex multi-step deal processes — legal reviews, security questionnaires, procurement sign-offs — get tracked consistently across every opportunity.
Use case
Customer Onboarding and Success Workflows
When a deal is closed-won or a subscription activates in Stripe or Chargebee, tray.ai automatically creates a customer onboarding checklist in Process Street and assigns tasks to your customer success team. Completion data flows back into your CRM or customer data platform to trigger next-step automations like QBR scheduling or NPS surveys.
Use case
IT Offboarding and Access Revocation Workflows
When an employee is marked as terminated in your HRIS or IT management system, tray.ai triggers a Process Street offboarding checklist to track access revocation, asset recovery, and account deprovisioning. This closes the gap on security risks from missed offboarding steps.
Use case
Support Ticket Escalation Procedures
When a high-priority ticket is created or escalated in Zendesk, Freshdesk, or Intercom, tray.ai spins up a Process Street incident response or escalation checklist and assigns it to the support lead. Your team follows the correct response protocol regardless of who is on shift.
Use case
Compliance and Audit Checklist Automation
For teams managing recurring compliance tasks — SOC 2, GDPR, ISO audits — tray.ai can schedule and auto-create Process Street compliance checklists on a recurring cadence or in response to specific audit events. Completion data exports to Google Sheets or a data warehouse for audit trail purposes.
Use case
Product Launch and Go-to-Market Checklists
When a feature is marked ready in Jira or a launch date is set in your project management tool, tray.ai creates a go-to-market checklist in Process Street covering marketing, support, and engineering tasks. Cross-functional launches get tracked in one place while each team stays in the tools they already use.
Build Process Street Agents
Give agents secure and governed access to Process Street through Agent Builder and Agent Gateway for MCP.
Data Source
Look Up Workflow Run Status
Retrieve the current status of active or completed workflow runs, including task completion progress and assignee details. An agent can monitor operational processes and surface bottlenecks in real time.
Data Source
Fetch Task Details
Pull information on individual tasks within a workflow run, including due dates, form field responses, and completion status. An agent can check that steps were completed correctly before moving on.
Data Source
List Available Workflows
Retrieve a list of all workflow templates in the Process Street workspace. An agent can use this to pick the right workflow to trigger based on context from other systems.
Data Source
Retrieve Form Field Data
Extract structured data captured in form fields across workflow runs — customer information, approvals, inspection results, whatever was submitted. Useful for feeding that data into downstream automations.
Data Source
Query Workflow Run History
Search historical workflow runs by workflow type, status, date range, or assignee. An agent can dig into this audit trail to generate reports, spot compliance gaps, or track recurring process failures.
Agent Tool
Run a Workflow
Trigger a new workflow run from a specified template, with the option to pre-populate form fields and assign team members. An agent can kick off standardized processes in response to events in connected systems — onboarding a new hire, launching a sales checklist, that sort of thing.
Agent Tool
Complete a Task
Mark a specific task within a workflow run as complete on behalf of a user or automated process. Handy when an agent needs to advance a workflow after confirming prerequisites in an external system.
Agent Tool
Update Form Field Values
Write or update data in form fields within an active workflow run — CRM data, contract details, approval outcomes. Keeps workflow records current without someone having to do it manually.
Agent Tool
Assign Tasks to Users
Reassign or assign tasks within a workflow run to specific team members based on role, availability, or data conditions. An agent can route work to the right person without anyone having to step in.
Agent Tool
Stop or Archive a Workflow Run
Terminate or archive an in-progress workflow run when it becomes obsolete or gets superseded by another process. Keeps the workspace clean and stops stale tasks from piling up in team queues.
Agent Tool
Create a New Workflow Template
Programmatically create or scaffold a new workflow template in Process Street from structured input. An agent can use this to roll out standardized processes quickly across teams or client accounts.
Get started with our Process Street connector today
If you would like to get started with the tray.ai Process Street connector today then speak to one of our team.
Process Street Challenges
What challenges are there when working with Process Street and how will using Tray.ai help?
Challenge
Manually Creating Checklist Runs for Every Triggering Event
Operations teams often have to manually create a new Process Street run every time a deal closes, a new hire starts, or a ticket escalates. It's time-consuming, error-prone, and delays getting the right people working on the right tasks.
How Tray.ai Can Help:
tray.ai listens for events across your entire tech stack — CRM stage changes, HRIS records, payment events — and automatically creates Process Street runs the moment a trigger fires, with no human intervention required.
Challenge
Pre-Filling Checklist Fields with Data from Other Systems
Process Street checklists are most useful when form fields are pre-populated with relevant data like customer name, deal value, or employee ID. But manually copying that data from other tools into each new run wastes time and introduces errors.
How Tray.ai Can Help:
tray.ai's data mapping lets you pull fields from any source system and pass them directly into Process Street run variables and form fields at checklist creation, so every run starts with accurate context already in place.
Challenge
Syncing Checklist Completion Status Back to Source Systems
When a Process Street checklist is completed, that information rarely makes it back into Salesforce, HubSpot, or Jira automatically. Teams end up manually updating records or lose visibility into which processes have actually been finished.
How Tray.ai Can Help:
tray.ai listens for Process Street completion webhooks and immediately updates the corresponding record in your CRM, project management tool, or database — keeping all systems in sync without manual updates.
Challenge
Handling Overdue Task Escalations and SLA Alerts
When checklist tasks aren't completed on time, most teams have no automated way to surface those delays to managers or kick off an escalation. Deadlines get missed and compliance gaps follow.
How Tray.ai Can Help:
Using tray.ai's scheduling and conditional logic, you can poll Process Street for overdue task statuses and automatically send Slack alerts, create Jira tickets, or escalate via email when tasks breach defined time thresholds.
Challenge
Building Multi-System Workflows Around a Single Checklist Run
A single Process Street checklist completion often needs to trigger actions in several systems at once — updating a CRM, sending a notification, creating a project task, logging to a spreadsheet. Wiring up a separate point-to-point integration for each one creates a fragile mess that's painful to maintain.
How Tray.ai Can Help:
tray.ai acts as an orchestration layer, letting you build one automation that reacts to a Process Street event and fans out actions across Salesforce, Slack, Jira, Google Sheets, and any other tool in your stack.
Talk to our team to learn how to connect Process Street with your stack
Find the tray.ai connector with one of the 700+ other connectors in the tray.ai connector library to integrate your stack.
Integrate Process Street With Your Stack
The Tray.ai connector library can help you integrate Process Street with the rest of your stack. See what Tray.ai can help you integrate Process Street with.
+Salesforce & Process Street
Learn how to integrate Salesforce and Process Street together
+Slack & Process Street
Learn how to integrate Slack and Process Street together
+Zapier & Process Street
Learn how to integrate Zapier and Process Street together
+HubSpot & Process Street
Learn how to integrate HubSpot and Process Street together
+Jira & Process Street
Learn how to integrate Jira and Process Street together
Start using our pre-built Process Street templates today
Start from scratch or use one of our pre-built Process Street templates to quickly solve your most common use cases.
Process Street Templates
Find pre-built Process Street solutions for common use cases
Template
New Hire Onboarding Checklist from BambooHR
Automatically creates a Process Street onboarding checklist run when a new employee is added in BambooHR, pre-filling name, start date, department, and manager details.
Steps:
- Trigger: New employee record created in BambooHR
- Map employee fields (name, department, start date, manager) to Process Street run variables
- Create a new Process Street checklist run from the onboarding template
- Send a Slack message to the manager and IT channel with checklist run link
Connectors Used: BambooHR, Process Street, Slack
Template
Salesforce Deal Stage to Process Street Sales Checklist
Creates a Process Street sales process checklist when an opportunity in Salesforce moves to a defined stage, assigning it to the account owner and syncing completion back to the CRM.
Steps:
- Trigger: Salesforce opportunity stage changes to target stage (e.g. Proposal Sent)
- Retrieve opportunity details including owner, account name, and close date
- Create a Process Street checklist run with mapped field values
- When run is completed, update Salesforce opportunity with completion timestamp and notes
Connectors Used: Salesforce, Process Street
Template
Zendesk Escalation to Incident Response Checklist
Spins up a Process Street incident response checklist when a Zendesk ticket is escalated to high or urgent priority, so your team follows a consistent response protocol every time.
Steps:
- Trigger: Zendesk ticket priority updated to High or Urgent
- Extract ticket ID, customer name, and issue description
- Create Process Street checklist run with ticket data pre-filled
- Post checklist run link to the relevant Slack support channel
- When checklist is marked complete, add internal note to Zendesk ticket
Connectors Used: Zendesk, Process Street, Slack
Template
Recurring Compliance Checklist Scheduler
Automatically creates Process Street compliance checklists on a recurring schedule and exports completed checklist data to Google Sheets for audit records.
Steps:
- Trigger: Scheduled interval (weekly, monthly, or quarterly)
- Create a new Process Street checklist run from the compliance template
- Monitor for checklist run completion via Process Street webhook
- Append completed task data and timestamps to a Google Sheets audit log
- Send email summary to compliance lead via Gmail
Connectors Used: Process Street, Google Sheets, Gmail
Template
Stripe Payment to Customer Onboarding Workflow
Starts a Process Street customer onboarding checklist the moment a new subscription or one-time payment is confirmed in Stripe, assigning the run to the appropriate CSM.
Steps:
- Trigger: Stripe payment or subscription event fires
- Look up the customer in HubSpot to find the assigned CSM and account tier
- Create a Process Street onboarding run assigned to the CSM with customer details
- Update the HubSpot contact record with the checklist run URL and kickoff date
Connectors Used: Stripe, Process Street, HubSpot
Template
Employee Offboarding from Workday Termination Event
Automatically triggers a Process Street IT and HR offboarding checklist when an employee termination is recorded in Workday, so access revocation and asset recovery tasks don't slip through the cracks.
Steps:
- Trigger: Workday termination event detected via tray.ai polling or webhook
- Retrieve employee details including name, department, and last working day
- Create Process Street offboarding checklist run with employee data
- Notify IT and HR Slack channels with checklist link and last day information
- Alert manager via Slack if any checklist tasks remain incomplete 24 hours before last day
Connectors Used: Workday REST, Process Street, Slack