Connect Amilia and Process Street

Both apps 51Amilia 19Process Street 32

• Trigger
  Membership Purchase

  Triggers when someone purchases a membership in your Amilia store.

• Trigger
  Merchandise Purchase

  Triggers when someone buys merchandise in your Amilia store.

• Trigger
  MultiPass Purchase

  Triggers when someone purchases a MultiPass in your Amilia store.

• Trigger
  New Donation

  Triggers when someone makes a donation to your organization.

• Trigger
  New Facility Booking

  Triggers when a new booking is placed on one of your facilities.

• Trigger
  New Program

  Triggers when a new program is created in your Amilia organization.

• Trigger
  New Registration

  Triggers when someone registers for an activity in your Amilia organization.

• Action
  Find Account Information

  Returns an Amilia account by ID, with its owners and members.

• Action
  Find Activity

  Returns one Amilia activity by ID, with its program, category, schedule and price.

• Action
  Find All Activities

  Returns all activities in your Amilia organization, with program, category, schedule, price and availability.

• Action
  Find a Person's Extra Questions

  Returns a person's answers to the extra questions on a program's forms.

• Action
  Find Client Information

  Returns a client (person) by ID, with account, contact, skills and medical details.

• Action
  Find Donation

  Returns the donations made in your organization over a date range.

• Action
  Find Every Participants Registered to an Activity

  Returns every participant registered to an activity, with contact and account owner details.

• Action
  Find Extra Question Answers for a Membership

  Returns the extra-question answers of every person in a membership.

• Action
  Find Facility Information

  Returns your organization's facilities with name, ID, address and phone number.

• Action
  Find Journal Entry

  Returns the accounting journal entries over a date range.

• Action
  Find Membership Information

  Returns a membership by ID, with its description, price and validity.

• Action
  Find Program Information

  Returns a program by ID, with its name, dates and store visibility.

• Trigger
  Data Set Record Created

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

• Trigger
  Data Set Record Updated

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

• Trigger
  New Comment

  Triggers when a new comment is posted on a task in a workflow, or in a specific workflow run.

• Trigger
  New Comment Attachment

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

• Trigger
  New Task Checked

  Triggers when a task is checked off in a workflow.

• Trigger
  New Workflow Run

  Triggers when a workflow is run.

• Trigger
  Task Ready

  Triggers when a task is ready to be worked on.

• Action
  Add comment

  Adds a comment to a task in a Process Street workflow run.

• Action
  Add one-off task

  Creates a one-off task in Process Street, optionally linked to a workflow run, with assignees and subtasks.

• Action
  Assign user to task

  Assigns a user, by email address, to a task in a workflow run. An email that is not an organization member is invited as a guest.

• Action
  Complete one-off task

  Marks a one-off task as completed and returns the updated task.

• Action
  Create Data Set Record

  Adds a new record to a data set.

• Action
  Delete Data Set Record

  Deletes an existing record in a data set.

• Action
  Delete workflow run

  Deletes a workflow run in Process Street. It can be restored later with Undelete.

• Action
  Find Data Set Records

  Search for data set records by form fields.

• Action
  Find Workflow Run

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

• Action
  Get data set record

  Returns one record from a Process Street data set, including its field values.

• Action
  Get task

  Returns a task in a workflow run, including its status, due date, completion details and whether it is hidden or stopped.

• Action
  Get workflow

  Returns a workflow (template) by its ID, including its name, folder, sharing settings and audit details.

• Action
  Get workflow run

  Returns a workflow run (one execution of a workflow) by its ID, including its name, status, due date and workflow.

• Action
  List comments

  Returns the comments on a workflow, or on a workflow run (optionally narrowed to one task), newest first.

• Action
  List data sets

  Returns the data sets in your Process Street organization, including each data set's name and column definitions.

• Action
  List form fields

  Returns the form fields defined in a Process Street workflow, with each field's type, label, key and task.

• Action
  List form field values

  Returns every form field value filled in on a workflow run, with each field's label, key, type and value.

• Action
  List users

  Returns the users in your Process Street organization, including deactivated ones, with their email, name and membership status.

• Action
  List Workflow Run Tasks

  lists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs.

• Action
  List Workflows

  Lists the workflows in your Process Street organization.

• Action
  Run Workflow

  Runs a workflow.

• Action
  Update Data Set Record

  Updates an existing record in a data set.

• Action
  Update form field values

  Sets the values of one or more form fields in a Process Street workflow run, leaving other fields unchanged.

• Action
  Update Task

  Update a task in a workflow run.

• Action
  Update Workflow Run

  Update an existing workflow run.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.