Process Street + Deskera Integration

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Create Your Own Process Street & Deskera Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
Instant
Task is ready in Process Street
Triggers the automation when a task is ready
Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
Instant
Contact is created in Deskera
Triggers the automation when a new contact is created
CRM Contact is created in Deskera
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
Instant
Product is created in Deskera
Triggers the automation when a new product is created
Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
Instant
Payment entry is created in Deskera
Triggers the automation when a payment entry is created

Run workflow in Process Street
Runs a workflow
Create a Data Set record in Process Street
Creates a new record in a data set
Search invoice in Deskera
Searches for an invoice
Create payment entry in Deskera
Creates a new payment entry
Create contact in Deskera
Adds a new contact to the database
Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
Create crm contact in Deskera
Search contact in Deskera
Finds and retrieves contact information
Search CRM contact in Deskera
Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
Search product in Deskera
Searches for a product
Create product in Deskera
Generates and launch new products
Create account in Deskera
Generates a new account
Search account in Deskera
Searches for account information
Create quotation in Deskera
Generates a new quotation with predefined details
Update contact in Deskera
Updates contact information with new details

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Want to automate something else in your workflow?

You Can Also Connect Process Street or Deskera With 1200+ Other Apps

Using Process Street, you can capture repeatable processes that are key to your business. You can then leverage these workflows for training new hires or offloading them onto a virtual assistant.

See Process Street Integrations

Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.

See Deskera Integrations