Table of Contents

Process Street

Active with remarks
This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…)..

Process Street

With Process Street modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can:

watch, create, update, retrieve, and search workflow runs
update form fields in a workflow run, list workflow run form fields, and list task form fields
watch checked tasks, retrieve and list tasks
assign and unassign assignees from a task

To get started with Process Street, create an account at process.st

Connecting Process Street to Boost.space Integrator

To connect Process Street app, you need to obtain the API Key and Workflow ID values from your Process Street account and insert them in the Process Street modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive..

Log in to your Process Street account.
Click Profile > Settings > Integrations.
Click New API Key and copy the API Key generated.
Click New WebhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. and copy the Workflow ID from the URL generated.
Log in to your Boost.space Integrator account, insert a Process Street module, scenario and click the Add button next to the Connection field.
In the Connection name field, enter a name for the connection.
In the API Key and Workflow ID fields, enter the details copied in steps 3 and 4 and click Save.

You have successfully established the connection. You can now begin editing your scenario and adding more Process Street modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.

For all the endpoints, please see the Process Street API Documentation.

Workflow Runs

Using the following modules, you can watch, create, update, retrieve, and search workflow runs.

	Note
	Boost.space Integrator automatically creates a webhook in Process Street once you add an instant triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. to your scenario.

Watch Workflow Runs

TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. when a new workflow run is created.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Process Street account.

Create a Workflow Run

Creates a new workflow run.

Connection	Establish a connection to your Process Street account.
Workflow ID	Enter (map) the Workflow ID in which you want to create the workflow run.
Name	Enter (map) a name for the workflow run.
Due Date	Enter the date on which the workflow run is due.
Shared	Select whether this is a shared workflow run.

Update a Workflow Run

Updates an existing workflow run.

Connection	Establish a connection to your Process Street account.
Workflow ID	Enter (map) the Workflow ID whose workflow run you want to update.
Name	Enter a new name for the workflow run.
StatusIn Boost.space, statuses are indicators assigned to records within modules to represent their current state or progress. They can be system-defined, such as "Active" or "Done," or custom-created to fit specific workflows. Statuses help track and manage tasks, projects, and processes efficiently.	Select the status of the workflow run. For example, Active.
Due Date	Enter the date on which the workflow run is due.

Get a Workflow Run

Retrieves an existing workflow run.

Connection	Establish a connection to your Process Street account.
Workflow ID	Enter (map) the Workflow ID whose details you want to retrieve.

Search Workflow Runs

Searches for workflow runs or lists them all.

Connection	Establish a connection to your Process Street account.
Workflow ID	Enter (map) the Workflow ID whose runs you want to list.
Name	Enter (map) the Workflow name whose runs you want to search.
Limit	Set the maximum number of workflow runs Boost.space Integrator will return during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default)..

Form Fields

Using the following modules, you can update and list form fields, and list task form fields of a workflow run.

Update Form Fields in a Workflow Run

Updates form fields of a workflow run.

Connection	Establish a connection to your Process Street account.
Workflow ID	Enter (map) the Workflow ID whose form fields you want to update.

List Workflow Run Form Fields

Retrieves a list of all form fields of a workflow.

Connection	Establish a connection to your Process Street account.
Workflow ID	Enter (map) the Workflow ID whose form fields you want to list.
Limit	Set the number of form fields Boost.space Integrator will return during one execution cycle.

List Task Form Fields

Retrieves a list of all form fields of a task.

Connection	Establish a connection to your Process Street account.
Workflow ID	Enter (map) the Workflow ID whose task form fields you want to list.
Limit	Set the maximum number of task form fields Boost.space Integrator will return during one execution cycle.

Tasks

Using the following modules, you can watch checked tasks, and retrieve and list tasks.

Watch Checked Tasks

Triggers when a task is checked.

	Note
	Boost.space Integrator automatically creates a webhook in Process Street once you add an instant trigger to your scenario.

Webhook	Enter a name for the webhook.
Connection	Establish a connection to your Process Street account.

Get a Task

Retrieves an existing tas.

Connection	Establish a connection to your Process Street account.
Workflow ID	Enter (map) the Workflow ID whose task details you want to retrieve.

List Tasks

Creates a new comment on a checklist.

Connection	Establish a connection to your Process Street account.
Workflow ID	Enter (map) the Workflow ID whose tasks you want to list.
Limit	Set the maximum number of tasks Boost.space Integrator will return during one execution cycle.

Assignees

Using the following modules, you can assign and unassign tasks.

Assign to a Task

Assigns a memberIn Boost.space, a Member is a role within a space that permits an individual to view and manage records using existing statuses and labels. Members cannot manage other members or modify space settings. to a certain task of a workflow run.

Connection	Establish a connection to your Process Street account.
Workflow ID	Enter the Workflow ID whose task you want to assign.
Task ID	Enter the Task ID you want to assign.
Email	Enter the userCan use the system on a limited basis based on the rights assigned by the admin. email address to whom you want to assign the task.

Unassign from a Task

Unassigns a member from a certain task of a workflow run.

Connection	Establish a connection to your Process Street account.
Workflow ID	Enter the Workflow ID whose task user you want to unassign.
Task ID	Enter the Task ID from which you want to unassign from a user.
Email	Enter the user’s email address whom you want to unassign from the task.