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By adding automation to your tech stack, you can easily connect your most-used apps to your team's product management tool.

4 ways to automate your product management workflows

Want to track a new employee's progress on onboarding tasks? Use this integration. We'll email you from your Gmail account when they check a new task on Process Street. Each time they complete a to-do, you get an email. Find out how onboarding is going without having to leave your inbox.

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

Process Street

Triggers when a workflow run is completed.

Workflow Run Completed

Triggers when a new record is added to a data set.

Data Set Record Created

Triggers when an existing record is deleted from a data set.

Data Set Record Deleted

Triggers when an existing record is updated in a data set.

Data Set Record Updated

Triggers when someone attaches a file to a comment in a workflow run.

New Comment Attachment

New Workflow Run

Triggers when someone posts a comment on a workflow run.

New Comment

Triggers when a task is checked off in a workflow.

New Task Checked

Triggers when a task is ready to be worked on.

Task Ready

Search for data set records by form fields.

Find Data Set Records

Search for a workflow run by ID, name, form fields, and other attributes.

Find Workflow Run

Creates a data set record if none were found by the search.

Create Data Set Record if it doesn't exist yet

Creates a workflow run if none were found by the search.

Run Workflow if it doesn't exist yet

Run Workflow

Create Data Set Record

Deletes an existing record in a data set.

Delete Data Set Record

Update Workflow Run

Updates an existing record in a data set.

Update Data Set Record

Update Task

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Send Gmail emails for new tasks checked on Process Street

This template sets up a Zap to automatically export completed SafetyCulture inspections done on a specific template in either PDF or Word in the new SafetyCulture reporting format and allows the user to send the file to an elected email address using Gmail. Upon completion of the inspection the Zap will request and retrieve the generated report from the SafetyCulture API and make the upload. This will save frontline users from having to manually export each report from SafetyCulture and send the email form their device manually.

SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.

SafetyCulture

Action Created

Triggers when any inspection is completed. Advanced provides additional fields.

Any Inspection Completed (Advanced)

Triggers when any inspection is completed.

Any Inspection Completed

Triggers when an inspection from a selected template is completed. Advanced provides additional fields.

Inspection Completed (Advanced)

Triggers when an inspection from a selected template is completed.

Inspection Completed

Finds a user in your organization by email.

Find User

Create Action

Creates a link that you can use to edit an inspection in iAuditor (web app and mobile app).
Please note that the "view, edit" access level is required at a minimum to edit inspections.

Create Inspection Edit Link

Retrieves an audit report that has already been prepared in the Classic format.
Important: You will need a "Delay" before this action to allow SafetyCulture enough time to generate the report.

Get Audit Report (Legacy)

Gets an exported inspection report. Either a PDF or Word (.docx) file.

Get Exported Inspection Report

Creates a link that you can use to view an inspection report without logging in to iAuditor.

Create Public Inspection Report Link

Create a PDF or Word document from an inspection using the Classic format.
Important: You will need a "Delay" after this action to allow SafetyCulture enough time to create the report.

Prepare Audit Report (Legacy)

Shares an inspection with users and/or groups in your organization.
Please note that the "view, edit" access level is required at a minimum to share inspections.

Share Inspection

Starts an inspection from a selected template.

Start Inspection

Starts exporting an inspection report to PDF or Word.
We recommend that you create a "Delay" following this action to allow iAuditor enough time to export the inspection report.

Start Inspection Report Export

Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.

Delay by Zapier

Waits for a set amount of time before completing your Actions.

Delay For

Waits for a set amount of time after the last delay in a given queue. Used to deal with race conditions and rate-limiting.

Delay After Queue

Waits to run your Actions until a date or time that you choose.

Delay Until

Export completed SafetyCulture inspections and send via Gmail

This integration makes it easy to automatically email new visitors (ie. send a welcome letter, message inactive users, adoption campaigns, etc.) seen in Pendo reports. Select Pendo visitor reports when setting up this integration to send new visitors emails. Be sure to pull in email metadata fields in Pendo reports if you don’t use it as visitors ID.

Pendo is an extension of your product that captures user behavior, gathers feedback, and guides users.

Pendo

Triggers when an account matches a segment specified in a report.

Account in Report

Triggers when a visitor matches a segment specified in a report.

Visitor in Report

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)

Have direct access to your own email servers? Check out our IMAP and SMTP services!

Email by Zapier

Triggers when an email is forwarded to your own custom **zapiermail.com** address.

New Inbound Email

Triggers when an email that you've enabled read receipts on via our `Send Outbound Email` trigger is opened.

New Read Receipt

Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.

Send Outbound Email

Send emails for new visitors in Pendo reports

This integration makes it easy to automatically email new visitors (ie. send a welcome letter, message inactive users, adoption campaigns, etc.) seen in Pendo reports. Select Pendo visitor reports when setting up this integration to send new visitors emails. Be sure to pull in email metadata fields in Pendo reports if you don’t use it as your visitor ID.

Send Gmail emails for new visitors in Pendo reports

Keep your whole team in the loop by feeding Process Street task activity into Slack. This is able to be filtered by checklist, by Slack channel, and more. Save time by automating notifications.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

Send Private Channel Message

Set Channel Topic

Update basic profile fields such as name or title

Update Profile

Sets your Slack status to the given text and emoji.

Set Status

Invite a new User to your Slack workspace. Uses legacy tokens.

Invite New User

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Create Slack messages for checked Process Street tasks

When you have new notes being added in your product management tool, you'll want the right people to know about it. This integration helps by automatically sending a channel message in Slack with details from a new note in Productboard. It's never been easier to inform your team of what is going on with your new product.

Productboard is beautiful, simple, and powerful product management. Product leaders can easily centralize user and market research, capture and organize feature ideas, prioritize against clear strategic objectives and keep everyone on the same page thanks to delightful, interactive roadmaps.

Productboard

New Feature

New Note

Create Feature

Create Note

Send Slack channel messages for new Productboard notes

When you have new posts to your users, you'll want to know about it. This integration helps by automatically sending a Slack channel message with details of a new post from Beamer. You'll always know when there are new posts to your users.

Beamer is an easy to use newsfeed and changelog for your website or app. Use it to announce news and features, and improve user engagement.

4 ways to automate your product management workflows

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