Cognito Forms + Process Street Integration
Integrate Cognito Forms to Process Street in one click, or tell Integrately AI how you want each submission handled. Trigger a new workflow run, assign tasks, update records, and notify your team automatically.
Free forever.Use premium features free for 14 days.1.
Entry is created in Cognito Forms Instant- Entry is updated in Cognito Forms Instant
Data Set record is deleted in Process Street Instant- Data Set record is updated in Process Street Instant
- Data Set record is created in Process Street Instant
- Task is ready in Process Street Instant
- Workflow run is created in Process Street Instant
- Workflow run is completed in Process Street Instant
- Task is checked/unchecked in Process Street Instant
2.
- Update Run workflow in Process Street
- Delete Data Set Record in Process Street
- Create Data Set Record in Process Street
- Delete Comment in Process Street
- Update Comment in Process Street
- Create Task Comment in Process Street
- List Comments in Process Street
- Update Task in Process Street
- Approve or Reject Task in Process Street
- List Run Workflow Approvals in Process Street
- List Task Assignees in Process Street
- Unassign Task from User in Process Street
- Assign Task to User in Process Street
- List Tasks in Process Street
- Search Run Workflows in Process Street
- List Run Workflow Assignees in Process Street
- Unassign User from Run Workflow in Process Street
- Assign User to Run Workflow in Process Street
- Run workflow in Process Street
Trusted by experts at...
Ready Workflows for Cognito Forms + Process Street Integration
Capture form submissions, trigger workflows, assign tasks, keep data updated, and notify your team, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Cognito Forms + Process Street flow
Push submitted data to CRMs, notify your team in chat, store documents, and trigger follow-ups once your workflows run. Pick a combination and activate it in one click.
+
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) +
Airtable (3)
Airtable (3) +
HubSpot (3)
HubSpot (3) +
Google Drive (3)
Google Drive (3) +
DocuSign (3)
DocuSign (3) C
P
S
Trigger a Process Street workflow from every Cognito Forms entry, and notify your team in Slack
New form submissions instantly create a Process Street workflow run and post an alert in Slack, keeping your team aligned on every new intake.
C
P
S
When a Cognito Forms entry is updated, update the Process Street workflow and alert your team in Slack
Updated form entries refresh your Process Street workflow data and notify your team on Slack, keeping everyone informed of changes.
C
P
S
Use Claude to review Cognito Forms submissions, run a Process Street workflow, and alert your team in Slack
Claude reviews incoming form entries, triggers a Process Street workflow based on the assessment, and notifies your team in Slack.
Supported triggers and actions for Cognito Forms and Process Street
Mix and match to build the exact automation you need
Cognito Forms Triggers & Actions
Process Street Triggers & Actions
Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
Try it → Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
Try it → Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
Try it → Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
Try it → Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
Try it → Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
Try it → What can you automate with Cognito Forms + Process Street?
Connect form collection to operational workflows to eliminate manual handoffs and run repeatable processes instantly.
🚀
Trigger operational workflows from new form entries
Automatically start a Process Street workflow run the moment a user submits a Cognito Forms entry. Eliminate manual handoffs and initiate repeatable business processes instantly.
📊
Capture every submitted form field
Map all custom answers from your Cognito Forms submission into your Process Street data set records. Ensure your operational workflows receive complete submission details.
🔔
Alert your team the moment submissions arrive
Notify assigned team members instantly when a new form entry triggers a workflow run. Keep operational staff informed and ready to take action on new requests.
🔀
Route workflows based on form selections
Trigger different Process Street workflows depending on specific options selected in your Cognito Forms submission. Direct requests to the right operational team automatically.
🔄
Keep workflows updated when entries change
Automatically update active Process Street workflow runs whenever a Cognito Forms entry is modified. Ensure your operational tracking reflects the latest client information.
🗂️
Manage data sets without creating duplicates
Create or update Process Street data set records dynamically using submitted form data. Maintain clean operational records without cluttering your workspace with duplicate entries.
✅
Manage task approvals and workflow completion
Track workflow progress as tasks are checked or completed in Process Street following form submissions. Keep operational projects moving forward systematically.
💬
Notify team channels in Slack automatically
Connect your form intake and workflow execution flow to Slack. Broadcast new workflow runs and task updates to your team communication channels instantly.
And much more...
Who is Cognito Forms + Process Street integration for?
Connecting Cognito Forms to Process Street streamlines intake forms, automates handoffs, and ensures your operational workflows start instantly.
Operations Managers
Project Coordinators
Client Success Leads
HR Specialists
Sales Operations Teams
Quality Assurance Officers
📈
Operations Managers
You rely on form submission metrics to track operational progress, but manual data exports leave your performance reports hours behind — this integration means every new entry triggers workflow execution instantly and your operational metrics stay current.
⚡
Project Coordinators
You need to initiate repeatable workflows the moment a client submits a form, but manual handoffs cause frustrating operational delays — automating both apps means every form entry starts a Process Street workflow run the second it is submitted.
🤝
Client Success Leads
You report onboarding progress to clients who expect immediate action after form completion, but tracking tasks across separate tools creates visibility gaps — with this integration, form submissions initiate tracked workflows that keep stakeholders fully informed.
📋
HR Specialists
You process high volumes of candidate application forms that require immediate multi-step onboarding workflows, but manual setup causes bottlenecks — connecting these apps means candidate submissions launch structured onboarding processes without manual delay.
💼
Sales Operations Teams
You own the handoff from lead capture forms to internal fulfillment processes, but manual data transfer risks dropping vital client instructions — this integration means form data flows straight into structured operational workflows with zero manual copying.
🔍
Quality Assurance Officers
You audit operational execution histories and need flawless records connecting form intake to completed tasks, but manual tracking leaves gaps in the audit trail — automating both apps means every submission and workflow run is perfectly logged.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Cognito Forms + Process Street
Build and manage your Cognito Forms + Process Street automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Cognito Forms + Process Street with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Cognito Forms + Process Street Now 
In Just 1 Click!
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in $19.99
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Frequently Asked Questions
How do I connect Cognito Forms to Process Street?
You can connect Cognito Forms to Process Street instantly using 1-click automations on Integrately. Select a ready template or ask Integrately AI to build your custom multi-step workflow connecting Slack, Gmail, Airtable, and 1,500+ other apps.
Can I automatically start a Process Street workflow run when a Cognito Forms entry is created?
Can I connect Cognito Forms, Process Street, and Slack?
What is a good Zapier alternative for Cognito Forms and Process Street?
How are custom fields handled between Cognito Forms and Process Street?
Can I update Process Street workflows when Cognito Forms entries change?
Do I need coding skills to automate Cognito Forms and Process Street?
Is the Cognito Forms and Process Street integration free?
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