Active with remarks
This application needs additional settings. Please follow the documentation below to create your connection.

Process Street

The Process Street modules enable you to monitor, create, or list tasks, checklists, and comments in your Process Street account.

Getting Started with Process Street

Prerequisites

  • A Process Street account

In order to use Process Street with Boost.space Integrator, it is necessary to have a Process Street account. If you do not have one, you can create a Process Street account at app.process.st/sign-up.

Connecting Process Street to Boost.space Integrator

To connect your Process Street account to Boost.space Integrator you need to obtain the API Key from your Process Street account.

1. Log in to your Process Street account.

2. Open your organization settings in the top-right corner.

3. Go to the Integrations tab.

61f277a736b9b.gif

4. Click the +New API Key button.

61f277aa8ab6a.png

5. Copy the provided API Key.

61f277abcd312.png

6. Go to Boost.space Integrator and open the Process Street module’s Create a connection dialog.

7. Enter the API Key you have copied in step 5 to the respective field and click the Continue button to establish the connection.

The connection to your Process Street account has been established.

Triggers

Watch Tasks / Watch Checklists

Triggers when tasks are checked/unchecked or a checklist is created/completed.


Webhook Name
Enter the name of the webhook, e.g. Checklist Completed.

Connection
Establish a connection to your Process Street account.

To activate this webhook you need to register the webhook URL in your Process Street account first.

  1. Add the trigger module to your scenario.
  2. Copy the URL provided by the module.
    61f277ad365dd.gif
  3. Log in to your Process Street account.
  4. Open your organization settings in the top-right corner.
  5. Go to the Integrations tab.
    61f277a736b9b.gif
  6. Click the +New Webhook button.
    61f277b0a4264.png
  7. Select the template you want to register the webhook for and events that trigger the webhook.
  8. Paste the URL you have copied in step 2 to the URL field.
    61f277b2431a4.gif
  9. Go back to Boost.space Integrator and run the scenario with the trigger module.

When the event defined above is performed in Process Street, the module Watch Events is triggered.

Actions

Create a Checklist

Creates a new checklist from the template.


Connection
Establish a connection to your Process Street account.

Template ID
Select the template the checklist is based on.

Name
Enter the name of the checklist.

Due Date
Set the due date for the checklist.

Create a Comment

Creates a new comment on a checklist.


Connection
Establish a connection to your Process Street account.

Find Task
Select whether you want to specify the task you want to retrieve comments from by ID or by selecting from the drop-down menu.

Checklist ID
Enter (map) or select the checklist that contains the task you want to leave a comment on.

Task ID
Enter (map) or select the task you want to leave a comment on.

Method
Select how the comment will be posted.

Comment
Enter the text content of the comment.

Searches

List Checklists

Retrieves all or selected checklist details.


Connection
Establish a connection to your Process Street account.

Checklist IDs
Select the checklists you want to retrieve details about. If no checklist is selected, then all checklist are returned.

Checklist Status
Filter returned checklists by their status.

Limit
Set the number of checklists Boost.space Integrator will return during one execution cycle.

List Tasks

Retrieves tasks for the checklist.


Connection
Establish a connection to your Process Street account.

Checklist ID
Select or map the checklist you want to retrieve tasks for.

Status
Select the task status that you want to retrieve.

Limit
Set the number of tasks Boost.space Integrator will return during one execution cycle.