You can use data from your workflow run sample here. Learn more about using Gmail in Zapier.Ĭhoose your recipients. In this case, choose Gmail and select ‘ Send Email’ for the action. When you are finished with setting up the Trigger, (the ‘if’ in ‘if this, then that’) select the application you want to take action in (the ‘then that’ part). You can use it later on when building your email template. Tip: Put additional sample data inside of that workflow run. In this example, you are building a zap off of a task being checked off, so you must have an active workflow run with that task completed. *NOTE* For Zapier to successfully pull sample data, the action you are triggering must be completed. Zapier will attempt to pull sample data for you to review.* Select the workflow from Process Street that you want to use and the specific task you have chosen as the trigger. In your Zapier account, create a zap, choose Process Street as the trigger app and select ‘ New task Checked’. Select a task inside of your workflow run that will initiate the action when it is checked. You can easily trigger an action in another application using one of Process Street’s available triggers.įor this example, the zap created will send an email automatically in Gmail when a task is checked in a Process Street workflow run. There are literally thousands of ways Process Street can interact with other software applications using Zapier. The examples below are two basic examples and are just an introduction to what can be done. When the window appears, copy the key you’ve just generated or that was previously generated for your organization. Zapier will ask you for your API key the first time you connect your organization. If one has already been created, you can use that key for your integration. In order to connect your Process Street organization to Zapier, you’ll want to generate and capture your organization’s API key here (must be Admin).
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