Process Street + InfluencerSoft Integration

Integrate InfluencerSoft to Process Street in one click, or tell Integrately AI how you want each order handled. Trigger workflow runs, update subscriber records, complete tasks, and manage operations automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Process Street
    Data Set record is deleted in Process Street Instant
  • Process Street
    Data Set record is updated in Process Street Instant
  • Process Street
    Data Set record is created in Process Street Instant
  • Process Street
    Task is ready 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
  • InfluencerSoft
    Customer is subscribed in InfluencerSoft Instant
  • InfluencerSoft
    Customer is unsubscribed in InfluencerSoft Instant
  • InfluencerSoft
    Order is created in InfluencerSoft Instant
  • InfluencerSoft
    Order is paid in InfluencerSoft Instant
  • InfluencerSoft
    Order is cancelled in InfluencerSoft Instant
  • InfluencerSoft
    Order is prepaid in InfluencerSoft Instant
  • InfluencerSoft
    Product is created in InfluencerSoft
  • InfluencerSoft
    Moneyback is requested in InfluencerSoft Instant
Arrow Right
2.
  • Process Street
    List Run Workflow Approvals 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
    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
  • InfluencerSoft
    Add Lead To Group in InfluencerSoft
  • InfluencerSoft
    Unsubscribe Contact in InfluencerSoft
  • InfluencerSoft
    Update Subscriber in InfluencerSoft

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Ready WorkflowsReady Workflows   for Process Street + InfluencerSoft Integration

Capture orders, trigger workflow runs, update subscriber groups, complete tasks, and sync records, 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 InfluencerSoft + Process Street flow

Sync order data to e-commerce tools, notify teams on messaging apps, and keep spreadsheets updated. Pick a combination and activate it in one click.

Process Street
InfluencerSoft
+
ShopifyShopify (4)
+
TeachableTeachable (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
I
P
S
When an InfluencerSoft order is paid, create a Process Street workflow run and create a Shopify customer.
Paid InfluencerSoft orders instantly trigger a Process Street workflow run while creating a customer profile in Shopify.
I
P
S
When an InfluencerSoft product is created, create a Process Street workflow run and add a product in Shopify.
New products created in InfluencerSoft automatically launch a setup checklist in Process Street and update Shopify.
I
P
S
When an InfluencerSoft order is cancelled, update the Process Street workflow run and update the Shopify order status.
Cancelled InfluencerSoft orders update your cancellation checklist in Process Street and mark the Shopify order.
P
I
S
When a Process Street workflow run is completed, update the subscriber in InfluencerSoft and add a note in Shopify.
Completed checklist runs in Process Street update subscriber groups in InfluencerSoft and log details in Shopify.

Supported triggers and actions for Process Street and InfluencerSoft

Mix and match to build the exact automation you need

Process Street
Process Street Triggers & Actions
Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
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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 created in Process Street
Triggers the automation when a new record is created in a data set
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Instant
Task is ready in Process Street
Triggers the automation when a task is ready
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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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List Run Workflow Approvals in Process Street
Retrieve approvals in a run workflow.
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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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Unassign Task from User in Process Street
Remove a user assignment from a task.
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List Task Assignees in Process Street
Retrieve all assignees for a task.
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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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InfluencerSoft
InfluencerSoft Triggers & Actions
Instant
Customer is subscribed in InfluencerSoft
Triggers the automation when a customer is subscribed
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Instant
Customer is unsubscribed in InfluencerSoft
Triggers the automation when a customer unsubscribes
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Instant
Order is created in InfluencerSoft
Triggers the automation when a new order is created
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Instant
Order is paid in InfluencerSoft
Triggers the automation when payment is made for any order
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Instant
Order is cancelled in InfluencerSoft
Triggers the automation when an order is cancelled
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Instant
Order is prepaid in InfluencerSoft
Triggers the automation when payment for any order is made in advance
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Product is created in InfluencerSoft
Triggers the automation when a new product is created
Try it →
Instant
Moneyback is requested in InfluencerSoft
Triggers the automation when a customer asks for a refund
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Add Lead To Group in InfluencerSoft
Assigns a lead to a group or category within your crm system
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Unsubscribe Contact in InfluencerSoft
Removes contact from mailing list
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Update Subscriber in InfluencerSoft
Updates subscriber information
Try it →

What can you automate with InfluencerSoft + Process Street?

Streamline your digital product business by connecting orders, customer data, and repeatable operational checklists.

What you can automate?
🔄
Trigger operational checklists from paid orders
Start a Process Street workflow run automatically the moment an order is paid in InfluencerSoft. Eliminate manual task creation and begin fulfillment instantly.
📋
Capture every submitted customer field
Map custom order details and subscriber attributes from InfluencerSoft straight into your Process Street workflow runs. Ensure your team has complete context for every task.
🔔
Notify your team the second an order arrives
Alert project channels in Slack or update internal dashboards immediately when a new InfluencerSoft order is created. Keep stakeholders informed without chasing updates.
🔀
Route workflows based on product type
Send buyers down different Process Street onboarding paths depending on which InfluencerSoft product or course they purchased. Tailor your operations to specific offerings.
📝
Keep records updated as tasks progress
Reflect task completions and workflow milestones in your InfluencerSoft subscriber records automatically. Maintain an accurate picture of customer status across tools.
🔍
Prevent duplicate records during order creation
Search existing customer entries before creating new runs or subscriber profiles. Keep your operational database clean and organized.
⚠️
Handle refunds and cancellations automatically
Update active Process Street runs and adjust subscriber groups in InfluencerSoft whenever a moneyback request is processed or an order is cancelled.
🔗
Extend your workflow to spreadsheets and messaging
Connect InfluencerSoft and Process Street to Google Sheets and Slack in a single multi-step automation. Coordinate fulfillment, tracking, and team alerts seamlessly.
And much more...

Who is InfluencerSoft + Process Street integration for?

Operations managers, course creators, and e-commerce business owners connect InfluencerSoft and Process Street to automate customer onboarding, task management, and order fulfillment workflows.

E-commerce store owners
E-commerce store owners
Customer success teams
Customer success teams
Agency account managers
Agency account managers
Operations directors
Operations directors
Fulfillment specialists
Fulfillment specialists
Business analysts
Business analysts
📈
E-commerce store owners
You're tracking paid orders in InfluencerSoft but manually building fulfillment checklists in Process Street, so your operational reports are always hours behind — with this integration, every new order starts a checklist instantly and your data stays current.
Customer success teams
You need to act fast when new customers subscribe in InfluencerSoft, but manual handoffs to Process Street cause missed steps — automating both apps means every subscriber triggers an onboarding run instantly so your team never misses a follow-up.
🤝
Agency account managers
You answer to clients who want to see real-time progress on digital product setups, but disconnected systems leave gaps in your audit trail — this integration means every order and task status flows automatically into client-facing records.
📊
Operations directors
The order volume in InfluencerSoft is too high for anyone to keep up by hand when creating checklists in Process Street — with this integration, every transaction scales effortlessly and team workloads remain balanced.
👤
Fulfillment specialists
You own the delivery step and depend on someone upstream to hand over order details from InfluencerSoft, causing costly delays — connecting these apps means every order flows straight into your Process Street task list the moment payment clears.
🗂️
Business analysts
You need a reliable history of customer signups and task completions, but keep finding gaps between your sales platform and project boards — automating both apps means every milestone is logged accurately without manual data entry.
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 + InfluencerSoft

Build and manage your Process Street + InfluencerSoft 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 + InfluencerSoft 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
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3
Automation is ready
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Frequently Asked Questions

How do I connect InfluencerSoft to Process Street?
Frequently Asked Questions
You can connect InfluencerSoft to Process Street in 1 click using ready templates or Integrately AI. Pair them with tools like Shopify, Slack, or Google Sheets to build robust workflows.
Can I automatically start a Process Street workflow when an InfluencerSoft order is paid?
Frequently Asked Questions
Can I connect InfluencerSoft, Process Street, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for InfluencerSoft and Process Street?
Frequently Asked Questions
How does InfluencerSoft data transfer to Process Street?
Frequently Asked Questions
Can I update Process Street runs when InfluencerSoft orders are cancelled?
Frequently Asked Questions
Do I need coding skills to automate InfluencerSoft and Process Street?
Frequently Asked Questions
Is the InfluencerSoft and Process Street integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect InfluencerSoft or Process Street With 1500+ Other Apps

InfluencerSoft
Popular InfluencerSoft Integrations
Connect InfluencerSoft to marketing, email, and checkout tools to capture sales and manage customer lists.
Process Street
Popular Process Street Integrations
Sync Process Street with task management, CRM, and document tools to keep operational workflows connected.