How to Add Process Street Workflow Runs Details to Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate Process Street workflow runs with Google Sheets using Pabbly Connect. This step-by-step guide covers everything you need to know. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin integrating Process Street with Google Sheets, you must first set up Pabbly Connect. This powerful automation tool allows you to create workflows effortlessly. Start by signing up for a free account on the Pabbly Connect website, where you can access automation tasks every month.

Once you have signed up, log in to Pabbly Connect and navigate to the dashboard. Here, click on the ‘Create Workflow’ button to initiate your integration process. Name your workflow something descriptive, like ‘Process Street to Google Sheets Integration,’ and click on the ‘Create’ button to proceed.

2. Setting the Trigger Event with Process Street

In this step, you will configure the trigger event in Pabbly Connect to monitor Process Street. Select Process Street as your trigger application and choose the ‘Workflow Completed’ event. This event will activate the workflow whenever a workflow run is completed in Process Street.

Pabbly Connect will generate a webhook URL for you. Copy this URL and head to your Process Street dashboard. Navigate to the settings by clicking on your profile icon, then select the ‘Integrations’ tab. Here, you will find the option to create a new webhook. Click on ‘New Webhook’ and paste the copied URL into the provided field.

• Select the workflow you wish to connect.
• Check the box for ‘When a workflow run is completed’.
• Toggle the active button to ON.

After setting this up, Pabbly Connect will show that it is waiting for a webhook response. This means you are ready to test the connection by completing a workflow run in Process Street.

3. Running a Workflow in Process Street

Next, you need to run a workflow in Process Street to generate test data for Pabbly Connect. Locate the workflow you want to test, such as the ‘Content Promotion’ workflow. Click on ‘Run Workflow’ to initiate the process.

Once the workflow is running, complete the tasks by clicking on the ‘Show Menu’ option. Select ‘Complete Run’ to finish the workflow. After completion, Pabbly Connect will capture the details of this workflow run, including the workflow name, status, and any task details associated with it.

• Workflow name: Content Promotion
• Template ID and updated time
• User account details

With the workflow completed, check back in Pabbly Connect to see if the data has been received correctly. You should see all the details captured from the workflow run.

4. Integrating Google Sheets with Pabbly Connect

Now, it’s time to connect Google Sheets to Pabbly Connect to store the workflow run details. In the action step, search for Google Sheets and select it. Choose the action event ‘Add New Row’ to insert the data into your spreadsheet.

Click on ‘Connect’ and select ‘Add New Connection’ to link your Google account. Choose the Google account that contains the spreadsheet you want to use. After successful authorization, select your spreadsheet from the dropdown list, which should be named something like ‘Workflow Runs Completed.’ Then, select the specific sheet where you want to add the data.

Map the workflow name from the captured data. Map the workflow status as well.

Once you have mapped the fields, click on ‘Save and Send Test Request’ to verify the connection. If successful, a new row will be added to your Google Sheets with the workflow run details.

5. Finalizing Your Automation Setup

After verifying that the data has been successfully added to Google Sheets, you have completed the integration process using Pabbly Connect. This automation will now run in the background, automatically adding details of future completed workflow runs from Process Street into your Google Sheets.

This setup requires only a one-time configuration. From now on, every time a workflow is completed in Process Street, the data will be sent to Google Sheets without any manual intervention. You can monitor the integration and make adjustments as needed through the Pabbly Connect dashboard.

Feel free to explore additional features and options within Pabbly Connect to enhance your automation further. You can also clone this automation workflow if you wish to use it for other processes.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Process Street workflow runs with Google Sheets. This automation allows you to efficiently manage your workflow data without manual input, streamlining your processes significantly.

By following the steps outlined above, you can easily set up this integration and enhance your productivity. Start using Pabbly Connect today to automate your workflows effectively!