Connect openHandwerk and Process Street

Both apps 61openHandwerk 29Process Street 32

• Trigger
  New Appointment

  Triggers when a new appointment is created.

• Trigger
  New Calendar Category

  Triggers when a new calendar category is created.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Project

  Triggers when a new order project is created.

• Action
  Create Appointment

  Creates a calendar appointment, optionally linked to a project and with employee attendees.

• Action
  Create Project

  Creates a new project for a customer.

• Action
  Delete Product

  Deletes a product.

• Action
  Delete Supplier

  Deletes a supplier.

• Action
  Get Appointment

  Returns one appointment by its ID.

• Action
  Get Customer

  Returns one customer by its ID.

• Action
  Get Employee

  Returns one employee by its ID.

• Action
  Get Offer

  Returns one offer by its ID.

• Action
  Get Order

  Returns one order by its ID.

• Action
  Get Product

  Returns one product by its ID.

• Action
  Get Supplier

  Returns one supplier by its ID.

• Action
  List Appointments

  Returns appointments, optionally filtered by title, attendee email, project or category.

• Action
  List Calendar Categories

  Returns the appointment calendar categories.

• Action
  List Customers

  Returns customers, optionally filtered by company, city, email and other fields.

• Action
  List Employees

  Returns the account's employees, optionally filtered by name or role.

• Action
  List Offers

  Returns offers (quotes).

• Action
  List Orders

  Returns orders (projects of type order).

• Action
  List Products

  Returns all products.

• Action
  List Suppliers

  Returns all suppliers.

• Action
  Search Customers

  Finds customers matching a search term.

• Action
  Search Projects

  Finds a project matching a search term.

• Action
  Update Appointment

  Updates an existing calendar appointment.

• Action
  Update Customer

  Updates an existing customer.

• Action
  Update Product

  Updates an existing product.

• Action
  Update Supplier

  Updates an existing supplier.

• 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.