Integration

Connect Process Street to Chaport

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

Process Street4 triggersProcess Street8 actionsChaport8 triggersChaport12 actions

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What do you want Process Street and Chaport 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 Chaport

Triggers and actions 12 triggers · 20 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
Chat Closed (instant)
Fires when a chat is closed. Webhook event: chat.closed.
Trigger
Chat Finished
Triggers when chat is finished.
Trigger
Chat Stage Updated (instant)
Fires when a chat's stage changes. Webhook event: chat.stageUpdated.
Trigger
Message Read (instant)
Fires when a message is read. Webhook event: message.read.
Trigger
New Chat Started
Triggers when chat is started.
Trigger
New Message Sent (instant)
Fires when a new message is sent in a chat. Webhook event: message.sent.
Trigger
New Visitor (instant)
Fires when a new visitor is created. Webhook event: visitor.created.
Trigger
Visitor Updated
Triggers when visitor data is updated.
Action
Create an Operator
Adds a new operator to your Chaport account and returns the created operator.
Action
Delete a Message
Deletes one message from a Chaport chat. Identify the visitor and the message you want removed.
Action
Delete an Operator
Removes an operator from your Chaport account.
Action
List Operators
Returns every operator in your Chaport account, with each operator's name, email, role and status.
Action
List Visitors
Returns the visitors in your Chaport account, one page at a time.
Action
Retrieve an Operator
Returns one Chaport operator with their name, email, role, job title and current status.
Action
Retrieve a Visitor
Returns one Chaport visitor with their name, contact details, notes and any custom data held about them.
Action
Retrieve Last Visitor Chat
Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.
Action
Send a Message
Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open.
Action
Update an Operator
Updates a Chaport operator's details. Anything you leave blank keeps its current value.
Action
Update a Visitor
Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched.
Action
Update Operator Status
Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time.

Each app on its own

The other way round: Chaport to Process Street