# Process Street integrations > Trigger checklists, sync run data, and orchestrate multi-step processes across your tools without manual intervention. **Canonical page:** https://tray.ai/connectors/process-street-integrations/ **Categories:** General automation services, Digital product design **Documentation:** https://tray.ai/documentation/connectors/service/process-street ## Overview 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. ## Use cases ### 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. - Eliminate manual checklist creation for every new hire - Pre-populate task assignments and due dates from HRIS data - Trigger parallel workflows in Slack, Gmail, or Jira at the same time ### 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. - Launch deal-stage checklists automatically from CRM stage changes - Map CRM fields like deal owner and account name into checklist form fields - Update the CRM record when the checklist run is completed ### 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. - Start customer onboarding the moment a payment or contract is confirmed - Assign tasks to the right CSM based on account segment or region - Sync checklist completion milestones back to your CRM timeline ### 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. - Automatically initiate offboarding checklists on termination events - Enforce compliance with standardized, auditable offboarding steps - Escalate overdue tasks to managers via Slack or email alerts ### 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. - Create escalation checklists instantly from helpdesk ticket triggers - Pass ticket ID, customer name, and priority level into checklist fields - Close or update the helpdesk ticket when the checklist run is marked complete ### 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. - Schedule recurring compliance checklists without manual effort - Automatically archive completed checklist data to a spreadsheet or database - Alert compliance leads when tasks are overdue or incomplete ### 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. - Create cross-functional launch checklists triggered by project milestones - Assign tasks to team members across departments automatically - Notify stakeholders in Slack when all pre-launch checklist items are complete ## Templates ### 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. Connectors used: BambooHR, Process Street, Slack ### 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. Connectors used: Salesforce, Process Street ### 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. Connectors used: Zendesk, Process Street, Slack ### 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. Connectors used: Process Street, Google Sheets, Gmail ### 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. Connectors used: Stripe, Process Street, HubSpot ### 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. Connectors used: Workday REST, Process Street, Slack ## Challenges Tray.ai solves ### 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 helps:** 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. ### 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 helps:** 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. ### 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 helps:** 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. ### 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 helps:** 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. ### 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 helps:** 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. ## Agent features ### Look Up Workflow Run Status (Data Source) 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. ### Fetch Task Details (Data Source) 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. ### List Available Workflows (Data Source) 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. ### Retrieve Form Field Data (Data Source) 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. ### Query Workflow Run History (Data Source) 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. ### Run a Workflow (Agent Tool) 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. ### Complete a Task (Agent Tool) 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. ### Update Form Field Values (Agent Tool) 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. ### Assign Tasks to Users (Agent Tool) 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. ### Stop or Archive a Workflow Run (Agent Tool) 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. ### Create a New Workflow Template (Agent Tool) 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. ## Learn more - Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/ - Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/ - Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/ - Book a demo: https://tray.ai/contact/