Integration
Connect Process Street to Surplus Lines Tax API
When something happens in Process Street, your agent does the next thing in Surplus Lines Tax API. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Process Street and Surplus Lines Tax API 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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Connect Claude CodeEverything your agent can do with Process Street and Surplus Lines Tax API
Triggers and actions 4 triggers ยท 11 actions
Trigger
New Comment AttachmentTriggers when someone attaches a file to a comment in a workflow run.
Trigger
New Task CheckedTriggers when a task is checked off in a workflow.
Trigger
New Workflow RunTriggers when a workflow is run.
Trigger
Task ReadyTriggers when a task is ready to be worked on.
Action
Create Data Set RecordAdds a new record to a data set.
Action
Delete Data Set RecordDeletes an existing record in a data set.
Action
Find Data Set RecordsSearch for data set records by form fields.
Action
Find Workflow RunSearch for a workflow run by ID, name, form fields, and other attributes.
Action
Run WorkflowRuns a workflow.
Action
Update Data Set RecordUpdates an existing record in a data set.
Action
Update TaskUpdate a task in a workflow run.
Action
Update Workflow RunUpdate an existing workflow run.
Action
Calculate Surplus Lines TaxCalculates the surplus lines tax, stamping fees and other statutory charges due on a policy premium for a given state. Returns the itemized breakdown, the total tax and the total amount due.
Action
Get historical tax rateReturns the surplus lines tax rate, stamping fee and other statutory charges in force for a state on a given date. Leave the date empty for today's rates.
Action
Get Tax RateReturns the surplus lines tax rate, stamping fee and other statutory charges currently in force for a state.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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