Integrating Slack with Process Street can streamline your workflow by allowing you to receive notifications and updates directly in Slack, facilitating communication and task management. Here’s a step-by-step guide on how to set up the integration:
- Click 'Create' and select 'Zap' to start automation.
- Click 'Trigger'.
- Search and select 'Slack' as the trigger app.
- Choose a trigger event based on your requirements.
- Log in and authorize Zapier to access your Slack account.
- Click 'Test trigger' and Zapier will pull sample data from Slack to ensure everything is set up correctly.
- Search and select 'Process Street' as the action app.
- Choose an action event.
- Add the API Key of your Process Street and click 'Yes, continue to Process Street'.
- After integrating Process Street to Zapier click 'Continue'.
- Select your Data Set for your action app and click 'Continue'.
- Select 'Test step'.
- Provide a name for your Zap.
- Once everything is set up correctly, turn on your Zap to enable the integration by clicking 'Publish'.
