Connect CallHub and Process Street

Both apps 58CallHub 26Process Street 32

• Trigger
  New Contact

  Triggers when a new contact is added to your CallHub account.

• Trigger
  New Phonebook

  Triggers when a new phonebook is created in your CallHub account.

• Action
  Add Contacts to Phonebook

  Adds existing contacts to a phonebook.

• Action
  Add Number to DNC List

  Adds a phone number to a Do Not Contact list so campaigns skip it.

• Action
  Add Tag to Contact

  Adds a tag to a contact.

• Action
  Create DNC List

  Creates a Do Not Contact list.

• Action
  Create New Agent

  Invites a new agent to make calls in call center campaigns.

• Action
  Create or Update Contact

  Creates a contact in CallHub with a phone number and optional name, email and address details.

• Action
  Create Phonebook

  Creates a phonebook to hold contacts for campaigns.

• Action
  Create Tag

  Creates a tag in CallHub that you can apply to contacts.

• Action
  Create Team

  Creates a team that agents can be grouped into.

• Action
  Delete Agent

  Deletes an agent.

• Action
  Delete Contact

  Deletes a contact from CallHub.

• Action
  Delete Phonebook

  Deletes a phonebook.

• Action
  List Agents

  Returns a page of agents in your account.

• Action
  List Contacts

  Returns a page of contacts in your CallHub account.

• Action
  List Custom Fields

  Returns the custom contact fields in your account.

• Action
  List DNC Lists

  Returns a page of Do Not Contact lists.

• Action
  List Phonebook Contacts

  Returns a page of the contacts in a phonebook.

• Action
  List Phonebooks

  Returns a page of phonebooks in your CallHub account.

• Action
  List Teams

  Returns the agent teams in your account.

• Action
  Remove Contacts from Phonebook

  Removes contacts from a phonebook without deleting them.

• Action
  Update Call Center Campaign Status

  Starts, pauses or ends a call center campaign.

• Action
  Update Phonebook

  Renames a phonebook or changes its description.

• Action
  Update SMS Campaign Status

  Starts, pauses or ends an SMS broadcast campaign.

• Action
  Update Voice Broadcast Status

  Starts, pauses or ends a voice broadcast campaign.

• 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.