Integration

Connect Process Street to Apollo

When something happens in Process Street, your agent does the next thing in Apollo. Describe it in plain language and the automation is built, tested on every branch and kept running.

Process Street4 triggersProcess Street8 actionsApollo4 triggersApollo10 actions

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What do you want Process Street and Apollo to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Process Street and Apollo

Triggers and actions 8 triggers · 18 actions

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
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
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
Run Workflow
Runs a workflow.
Action
Update Data Set Record
Updates an existing record in a data set.
Action
Update Task
Update a task in a workflow run.
Action
Update Workflow Run
Update an existing workflow run.
Trigger
Account Updated
Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
Contact Updated
Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New Account
Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New Contact
Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.
Action
Create Account
An Account is a company that your team has added to Apollo.
Action
Create Contact
A Contact is a person your team has added to Apollo.
Action
Create Deal
Deals are records that you can use to track possible opportunities with your prospective customers.
Action
Create Task
Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).
Action
Find Contact
Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.
Action
Find Deal
Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.
Action
Find Task
Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.
Action
Update Account
Update an existing Account.
Action
Update Contact
Update an already existing Contact.
Action
Update Deal
Update an already existing Deal.

Each app on its own

The other way round: Apollo to Process Street