Last Updated

Jun 2017

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Zapier is the easiest way to connect ProcessPlan with hundreds of best-in-breed web services across just about any industry.

ProcessPlan Automation Using Zapier

Zapier's ProcessPlan integrations allow you to automatically pass data to and from other web services without writing a single line of code.

From starting new processes from  social media posts to updating process tasks when Google Docs are updated, you'll find a wealth of pre-made solutions (Zaps) for any given use-case or create your own custom Zaps.

Whether you want to connect to Gmail, Paypal, Asana, Google Sheets, Shopify, Salesforce, Hubspot, or 500+ other apps, head over to Zapier to start saving time with automation today, or try out these popular Zaps to get started:

Got a complex workflow? No problem.

With Zapier you can:

  • Use Multi-Step Zaps to trigger any number of actions based on a single event for powerful automated workflows that can span multiple apps
  • Look up items through Search Actions to find or create them if they don't exist, or retrieve additional details from a single piece of data like an email address
  • Use Filters to only trigger your Zaps when specific conditions are met
  • And so much more!

With Zapier and ProcessPlan you don't have to worry about custom code or APIs ever again!

To Use This Integration

  1. Sign up for a ProcessPlan and a Zapier account.
  2. Start using ProcessPlan with any of the hundreds of services Zapier works with.
  3. Enjoy all the extra time you have instead of spending all your vacation time writing complex code!


Click here for more instruction on our Zapier integration.