Process Street + Sendly Integration

Integrate Process Street to Sendly in one click, or tell Integrately AI how you want each workflow run handled. Create contacts, update your customer records, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Process Street
    Task is ready in Process Street Instant
  • Process Street
    Data Set record is created in Process Street Instant
  • Process Street
    Data Set record is updated in Process Street Instant
  • Process Street
    Data Set record is deleted in Process Street Instant
  • Process Street
    Workflow run is created in Process Street Instant
  • Process Street
    Workflow run is completed in Process Street Instant
  • Process Street
    Task is checked/unchecked in Process Street Instant
  • Sendly
    Form response is created in Sendly Instant
  • Sendly
    Product is created in Sendly Instant
  • Sendly
    Product is updated in Sendly Instant
  • Sendly
    Order is created in Sendly Instant
  • Sendly
    Order is updated in Sendly Instant
  • Sendly
    Booking is created in Sendly Instant
  • Sendly
    Contact is created or updated in Sendly Instant
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2.
  • Process Street
    Unassign Task from User in Process Street
  • Process Street
    Assign User to Run Workflow in Process Street
  • Process Street
    Unassign User from Run Workflow in Process Street
  • Process Street
    List Run Workflow Assignees in Process Street
  • Process Street
    Search Run Workflows in Process Street
  • Process Street
    Update Run workflow in Process Street
  • Process Street
    List Tasks in Process Street
  • Process Street
    Assign Task to User in Process Street
  • Process Street
    List Task Assignees in Process Street
  • Process Street
    List Run Workflow Approvals in Process Street
  • Process Street
    Approve or Reject Task in Process Street
  • Process Street
    Update Task in Process Street
  • Process Street
    List Comments in Process Street
  • Process Street
    Create Task Comment in Process Street
  • Process Street
    Update Comment in Process Street
  • Process Street
    Delete Comment in Process Street
  • Process Street
    Create Data Set Record in Process Street
  • Process Street
    Delete Data Set Record in Process Street
  • Process Street
    Run workflow in Process Street
  • Sendly
    Delete contact in Sendly
  • Sendly
    Update contact in Sendly
  • Sendly
    Create contact in Sendly
  • Sendly
    Create product in Sendly
  • Sendly
    Search contact in Sendly
  • Sendly
    Update product in Sendly
  • Sendly
    Create member in Sendly
  • Sendly
    Update member in Sendly
  • Sendly
    Delete member in Sendly
  • Sendly
    Create member group in Sendly
  • Sendly
    Update member group in Sendly
  • Sendly
    Delete member group in Sendly
  • Sendly
    Search product in Sendly

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Ready WorkflowsReady Workflows   for Process Street + Sendly Integration

Capture workflow runs, create contacts, organise customer data, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 Process Street + Sendly flow

Connect your favourite tools to handle notifications, record keeping, and team alerts after your core automation runs. Pick a combination and activate it in one click.

Process Street
Sendly
+
ShopifyShopify (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
NotionNotion (4)
P
S
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When a Process Street workflow run is completed, create a contact in Sendly and add a customer in Shopify.
Completed workflows automatically create Sendly contacts and Shopify customers without manual copying.
S
P
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When a Sendly form response is created, create a Data Set record in Process Street and create an order in Shopify.
Sendly form responses instantly generate Process Street records and Shopify orders in one smooth flow.
S
S
P
When a Shopify product is created, update the matching product in Sendly and update the Data Set record in Process Street.
New Shopify products update your Sendly catalog and Process Street records automatically.
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C
S
P
Use ChatGPT to summarise new Shopify orders, create a Sendly contact, and log the summary in Process Street.
ChatGPT processes new Shopify orders before creating Sendly contacts and Process Street records.

Supported triggers and actions for Process Street and Sendly

Mix and match to build the exact automation you need

Process Street
Process Street Triggers & Actions
Instant
Task is ready in Process Street
Triggers the automation when a task is ready
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Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
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Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
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Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
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Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
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Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
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Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
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Unassign Task from User in Process Street
Remove a user assignment from a task.
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Assign User to Run Workflow in Process Street
Assign a user to a run workflow.
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Unassign User from Run Workflow in Process Street
Remove a user assignment from a run workflow.
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List Run Workflow Assignees in Process Street
Retrieve all users assigned to a run workflow.
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Search Run Workflows in Process Street
Search run workflows using filters and query parameters.
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Update Run workflow in Process Street
Update details of an existing run workflow.
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List Tasks in Process Street
Retrieve tasks for a workflow or run workflow.
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Assign Task to User in Process Street
Assign a user to a task.
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List Task Assignees in Process Street
Retrieve all assignees for a task.
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List Run Workflow Approvals in Process Street
Retrieve approvals in a run workflow.
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Approve or Reject Task in Process Street
Approve or reject a task approval step.
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Update Task in Process Street
Update task fields and status.
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List Comments in Process Street
Retrieve comments for a task or run workflow context.
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Create Task Comment in Process Street
Create a new comment on a task.
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Update Comment in Process Street
Update an existing comment.
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Delete Comment in Process Street
Delete an existing comment.
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Create Data Set Record in Process Street
Create a new record in a data set.
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Delete Data Set Record in Process Street
Delete a data set record by ID.
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Run workflow in Process Street
Runs a workflow
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Sendly
Sendly Triggers & Actions
Instant
Form response is created in Sendly
Triggers the automation when a form is filled
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Instant
Product is created in Sendly
Triggers the automation when a new product is created
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Instant
Product is updated in Sendly
Triggers the automation when a product is updated
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Instant
Order is created in Sendly
Triggers the automation when a new order is created
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Instant
Order is updated in Sendly
Triggers the automation when any order is updated
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Instant
Booking is created in Sendly
Triggers the automation when a new booking is created
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Instant
Contact is created or updated in Sendly
Triggers the automation when a contact is created or updated
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Delete contact in Sendly
Removes a contact from the address book
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Update contact in Sendly
Updates contact information with new details
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Create contact in Sendly
Adds a new contact to the database
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Create product in Sendly
Generates and launch new products
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Search contact in Sendly
Finds and retrieves contact information
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Update product in Sendly
Updates product information
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Create member in Sendly
Adds a new member to the system
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Update member in Sendly
Updates a member's information
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Delete member in Sendly
Removes a member from the system
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Create member group in Sendly
Creates a new group of members
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Update member group in Sendly
Updates the particular member group
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Delete member group in Sendly
Deletes a member group
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Search product in Sendly
Searches for a product
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What can you automate with Process Street + Sendly?

Connect your operational checklists to your website publishing platform to eliminate manual data entry and streamline customer management.

What you can automate?
Create Sendly contacts from completed workflows
Automatically generate a new Sendly contact the moment a Process Street workflow run is completed, eliminating manual data entry between your operational checklists and your web pages.
📝
Capture every submitted form field
Map detailed Sendly form responses directly into Process Street data set records, ensuring all customer inputs and custom answers are preserved without truncation.
🔔
Alert your team on task readiness
Notify team members immediately when a Process Street task is ready or checked, keeping everyone aligned on next steps and project milestones.
🔀
Route workflows based on customer input
Check specific values in Sendly form responses to trigger different Process Street workflow runs, ensuring custom handling for different customer tiers.
🔄
Keep customer records synchronized
Update Sendly contact details automatically whenever corresponding data set records or workflow states change in Process Street.
🛡️
Prevent duplicate contacts
Search existing Sendly contacts before creating new ones, updating records if they already exist to keep your database clean.
📅
Handle order and booking status changes
Trigger follow-up tasks in Process Street whenever a Sendly order or booking is updated, completed, or cancelled.
📊
Sync workflow data to Google Sheets
Automatically log completed Process Street workflow runs and Sendly form responses into Google Sheets for advanced reporting and analysis.
And much more...

Who is Process Street + Sendly integration for?

Operations managers, onboarding specialists, and agency owners streamline their repeatable workflows and website publishing tasks using this automation.

Operations managers
Operations managers
HR managers
HR managers
Agency owners
Agency owners
Customer success leads
Customer success leads
Project coordinators
Project coordinators
Quality assurance leads
Quality assurance leads
📊
Operations managers
You're tracking completed workflows across different projects but your Sendly customer database only updates when someone manually exports records, so the metrics you're reporting on are always a few hours behind — with this integration, every finished workflow run creates a new contact instantly and your data stays current.
👥
HR managers
You need to onboard new hires rapidly using structured tasks, but finding out when paperwork is submitted in Sendly always happens too late — with this integration, every form response updates your Process Street checklists instantly so your team acts without delay.
🏢
Agency owners
You answer to clients who want to see constant progress on their website setups, but manual updates leave gaps in your reporting — with this integration, every milestone completed in Process Street syncs directly with Sendly to keep your stakeholders fully informed.
🎧
Customer success leads
The volume of client requests is too high for anyone to keep up by hand between your internal workflows and publishing platform — with this integration, every workflow run completion handles your contact updates automatically without manual back-and-forth.
📋
Project coordinators
You own the next step in website publishing and depend on someone upstream finishing their process tasks before you can proceed — with this integration, every task update in Process Street notifies Sendly instantly so your handoffs are seamless.
🔍
Quality assurance leads
You need a reliable history of operational milestones and keep finding gaps between your workflow execution and customer portal — with this integration, every status change records accurately across both platforms for a complete audit trail.
Our team

Ready Workflows 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 Process Street + Sendly

Build and manage your Process Street + Sendly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Process Street + Sendly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Process Street to Sendly?
Frequently Asked Questions
You can connect Process Street to Sendly in just one click using 1,500+ integrations on Integrately. Choose a ready automation template or use Integrately AI to set up your workflow instantly alongside tools like Slack, Google Sheets, and Gmail.
Can I automatically create a Sendly contact when a Process Street workflow is completed?
Frequently Asked Questions
Can I connect Process Street, Sendly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Process Street and Sendly?
Frequently Asked Questions
How do Process Street data set records sync with Sendly?
Frequently Asked Questions
How do Sendly form responses trigger Process Street workflows?
Frequently Asked Questions
Do I need coding skills to automate Process Street and Sendly?
Frequently Asked Questions
Is the Process Street and Sendly integration free?
Frequently Asked Questions
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