Act-On + Process Street Integration

Integrate Act-On to Process Street in one click, or tell Integrately AI how you want each contact handled. Capture lead details, trigger onboarding workflows, update your marketing lists, and keep your team aligned automatically.

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1.
  • Act-On
    CRM is disconnected in Act-On Instant
  • Act-On
    Form is submitted in Act-On Instant
  • Act-On
    Automated program is started in Act-On Instant
  • Act-On
    Automated program is stopped in Act-On Instant
  • Act-On
    Contact is added to hard bounce list in Act-On Instant
  • Act-On
    CRM is connected in Act-On Instant
  • Act-On
    Subscription category is added in Act-On Instant
  • Act-On
    Subscription category is deleted in Act-On Instant
  • Act-On
    Subscription category is updated in Act-On Instant
  • Act-On
    Contact is added to soft bounce list in Act-On Instant
  • Act-On
    Subscription category opt in in Act-On Instant
  • Act-On
    Subscription category opt out in Act-On Instant
  • Act-On
    Contact is added in Act-On Instant
  • Act-On
    Contact is updated in Act-On Instant
  • Act-On
    Contact opt global in in Act-On Instant
  • Act-On
    Contact opt global out in Act-On Instant
  • Act-On
    Contact marked email as spam in Act-On Instant
  • 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
Arrow Right
2.
  • Act-On
    Add contact to marketing list in Act-On
  • Act-On
    Create or update contact in all contacts by email in Act-On
  • Act-On
    Create or update contact in all contacts by external id in Act-On
  • Act-On
    Add contact to direct select segment in all contacts in Act-On
  • Act-On
    Create or update contact in marketing list by email in Act-On
  • Act-On
    Search contact in marketing list by email in Act-On
  • Act-On
    Search contact in all contacts by email in Act-On
  • Act-On
    Import contacts in Act-On
  • Process Street
    Delete Data Set Record in Process Street
  • Process Street
    Create Data Set Record 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
    Unassign Task from 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
    Run workflow in Process Street

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Ready WorkflowsReady Workflows   for Act-On + Process Street Integration

Capture lead submissions, start onboarding workflows, assign tasks, update contact records, and track progress, 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 Act-On + Process Street flow

Send lead data to CRMs, sync spreadsheets, alert teams in messaging apps, and trigger follow-up actions across your stack. Pick a combination and activate it in one click.

Act-On
Process Street
+
SalesforceSalesforce (4)
+
Google SheetsGoogle Sheets (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
TypeformTypeform (3)
+
ZoomZoom (3)
A
P
S
Add every new Act-On form submission to Process Street, and create a lead in Salesforce.
New Act-On form submissions instantly trigger a workflow in Process Street and create a corresponding lead in Salesforce without manual data entry.
A
P
S
When a contact is added in Act-On, start a Process Street workflow and update Salesforce.
Every new Act-On contact triggers a Process Street workflow and updates your Salesforce records automatically.
P
A
S
When a Process Street workflow run is completed, update the Act-On contact and Salesforce record.
Completed Process Street workflows automatically update your contact status in Act-On and Salesforce.
A
C
P
S
Use ChatGPT to summarise every Act-On submission, run a Process Street workflow, and create a Salesforce lead.
ChatGPT analyses new Act-On submissions before triggering a Process Street workflow and creating a Salesforce lead.

Supported triggers and actions for Act-On and Process Street

Mix and match to build the exact automation you need

Act-On
Act-On Triggers & Actions
Instant
CRM is disconnected in Act-On
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Instant
Form is submitted in Act-On
Triggers the automation when a form is submitted
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Instant
Automated program is started in Act-On
Triggers the automation when an automated program is started
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Instant
Automated program is stopped in Act-On
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Instant
Contact is added to hard bounce list in Act-On
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Instant
CRM is connected in Act-On
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Instant
Subscription category is added in Act-On
Try it →
Instant
Subscription category is deleted in Act-On
Try it →
Instant
Subscription category is updated in Act-On
Try it →
Instant
Contact is added to soft bounce list in Act-On
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Instant
Subscription category opt in in Act-On
Try it →
Instant
Subscription category opt out in Act-On
Try it →
Instant
Contact is added in Act-On
Try it →
Instant
Contact is updated in Act-On
Try it →
Instant
Contact opt global in in Act-On
Try it →
Instant
Contact opt global out in Act-On
Try it →
Instant
Contact marked email as spam in Act-On
Try it →
Add contact to marketing list in Act-On
Adds a contact to a marketing list
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Create or update contact in all contacts by email in Act-On
Creates or updates a contact using email address
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Create or update contact in all contacts by external id in Act-On
Creates or updates a contact using external id
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Add contact to direct select segment in all contacts in Act-On
Adds a contact to a direct select segment in all contacts
Try it →
Create or update contact in marketing list by email in Act-On
Creates or updates a contact in a marketing list using email address
Try it →
Search contact in marketing list by email in Act-On
Searches for a contact in a marketing list by email
Try it →
Search contact in all contacts by email in Act-On
Searches for a contact in all contacts by email
Try it →
Import contacts in Act-On
Imports contacts to the system
Try it →
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
Try it →
Delete Data Set Record in Process Street
Delete a data set record by ID.
Try it →
Create Data Set Record in Process Street
Create a new record in a data set.
Try it →
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.
Try it →
List Run Workflow Assignees in Process Street
Retrieve all users assigned to a run workflow.
Try it →
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.
Try it →
Assign Task to User in Process Street
Assign a user to a task.
Try it →
Unassign Task from User in Process Street
Remove a user assignment from a task.
Try it →
List Task Assignees in Process Street
Retrieve all assignees for a task.
Try it →
List Run Workflow Approvals in Process Street
Retrieve approvals in a run workflow.
Try it →
Approve or Reject Task in Process Street
Approve or reject a task approval step.
Try it →
Update Task in Process Street
Update task fields and status.
Try it →
List Comments in Process Street
Retrieve comments for a task or run workflow context.
Try it →
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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Run workflow in Process Street
Runs a workflow
Try it →

What can you automate with Act-On + Process Street?

Connect Act-On and Process Street to automate your repetitive tasks, sync contact lists, and keep operations running smoothly.

What you can automate?
🚀
Trigger workflows from form submissions
Start a Process Street workflow automatically the moment a new form is submitted in Act-On. Eliminate manual coordination and kick off internal processes instantly.
📝
Capture every submitted form field
Map all submitted contact details and custom form answers from Act-On into your Process Street workflow runs. Ensure your team has complete information for every task.
🔔
Alert your team as events happen
Notify staff members in real time when new Act-On contacts are added or Process Street workflows are completed. Keep everyone aligned on urgent tasks.
🔀
Route workflows based on form answers
Send submissions down different operational paths in Process Street depending on specific options selected in your Act-On forms.
🔄
Keep records updated across platforms
Automatically update contact records in Act-On whenever tasks or workflow runs are modified in Process Street. Maintain synchronized databases at all times.
🔍
Search and update existing contacts
Check if an Act-On contact already exists before creating a new record, preventing duplicate entries and keeping your marketing lists clean.
⏱️
Handle later status changes smoothly
Trigger follow-up actions in Act-On when specific Process Street tasks are checked off or workflow runs are completed.
🌐
Extend your workflow to other apps
Connect your core Act-On and Process Street automation with tools like Slack or Google Sheets to notify channels or log data automatically.
And much more...

Who is Act-On + Process Street integration for?

Teams managing marketing campaigns and operational workflows rely on automated data flow to eliminate manual handoffs and keep projects moving.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Performance marketers
You're running marketing campaigns in Act-On but your operational tracking sheets only update when someone manually exports submission data, so the conversion counts you're optimising against are always hours behind — with this integration, every new submission triggers your workflows instantly and your data stays current.
⚡
Sales representatives
You need to follow up with inbound leads immediately, but you find out about new form submissions long after prospects have moved on to competitors — automating both apps means every lead triggers a workflow the moment it arrives so you can engage buyers right away.
🤝
Account managers
You answer to clients who want immediate status updates on their onboarding processes, but manual handoffs cause frustrating delays — connecting these apps means every operational milestone updates automatically and your clients stay informed.
📊
Operations teams
The volume of incoming Act-On form submissions is too high for anyone to keep up with by hand, leading to missed tasks and dropped records — this integration means every submission flows straight into your workflows without manual intervention.
📋
Project coordinators
You own the operational steps that follow marketing campaigns, but you depend on team members upstream to hand over lead details manually — automating both apps means your workflow runs the second a form is submitted.
🗂️
Compliance officers
You need a reliable audit trail of every customer interaction and operational task, but manual record-keeping keeps leaving gaps in your history — this integration means every event is logged accurately across both platforms.
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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 Act-On + Process Street

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

1,500+ apps connected
1,500+ apps connected
Connect Act-On + Process Street 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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Frequently Asked Questions

How do I connect Act-On to Process Street?
Frequently Asked Questions
You can connect Act-On to Process Street in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow combining Act-On, Process Street, and tools like Salesforce, Google Sheets, or Slack.
Can I trigger a Process Street workflow automatically when an Act-On form is submitted?
Frequently Asked Questions
Can I connect Act-On, Process Street, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Act-On and Process Street?
Frequently Asked Questions
How does Act-On handle contact updates in this integration?
Frequently Asked Questions
Can Process Street workflow completion update my Act-On contact records?
Frequently Asked Questions
Do I need coding skills to automate Act-On and Process Street?
Frequently Asked Questions
Is the Act-On and Process Street integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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Process Street
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