Integrate Process Street Tasks into Google Sheets Using Pabbly Connect

Learn how to automate the addition of Process Street tasks to Google Sheets using Pabbly Connect in this detailed step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To integrate Process Street with Google Sheets, you need to use Pabbly Connect. Start by signing up for a free account on the Pabbly Connect website. Once signed in, you will reach the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Process Street to Google Sheets Integration’, and click on Create. This will open a new page where you can set up the trigger and action modules needed for your automation.

2. Configuring the Trigger Module with Process Street

In this step, you will configure the trigger module in Pabbly Connect to connect with Process Street. Search for Process Street in the trigger application section and select it. Choose the trigger event ‘Task Checked/Unchecked’. This event will initiate the workflow whenever a task is checked or unchecked in Process Street.

• Select ‘Process Street’ as the trigger application.
• Choose the trigger event ‘Task Checked/Unchecked’.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Process Street application. Navigate to the workflow settings and click on the Integrations tab. Create a new webhook and paste the copied URL into the URL field. Make sure to activate the webhook for task checks and unchecks.

3. Testing the Trigger in Process Street

After setting up the webhook in Process Street, it’s time to test the trigger. Go back to your Process Street workflow and check a task to see if Pabbly Connect captures the data. You should see a message indicating that Pabbly Connect is waiting for a response. using Pabbly Connect

Once you check a task, the details will be sent to Pabbly Connect. You can view the captured data in the response section, which will include the task name, status, and other relevant details. This confirms that the trigger is functioning correctly and ready to send data to Google Sheets.

4. Configuring the Action Module to Add Rows in Google Sheets

Now that the trigger is set up, you need to configure the action module in Pabbly Connect to add the task details to Google Sheets. Search for Google Sheets in the action application section and select it. Choose the action event ‘Add New Row’.

• Select ‘Google Sheets’ as the action application.
• Choose the action event ‘Add New Row’.
• Connect your Google account to Pabbly Connect.

After connecting your Google account, select the spreadsheet where you want to add the task details. Map the columns to the data captured from Process Street, including task status, task name, and checklist name. Finally, test the action to ensure that the data is added correctly to your Google Sheets.

5. Finalizing the Automation with Pabbly Connect

Once the action is tested successfully, your automation setup is complete. The workflow will now run in the background, automatically adding new task details to Google Sheets whenever a task is checked or unchecked in Process Street. using Pabbly Connect

You only need to set up this automation once. After that, every time you check or uncheck a task in Process Street, the details will be recorded in your Google Sheets without any manual input. This automation saves you time and keeps your task management organized.

Conclusion

In this tutorial, you learned how to automate the addition of Process Street tasks to Google Sheets using Pabbly Connect. By following the steps outlined, you can streamline your task management and enhance productivity with minimal effort. Start using this integration today for seamless workflow management!