Phone.com + Process Street Integration

Integrate Phone.com to Process Street in one click, or tell Integrately AI how you want each call handled. Start a new workflow run, assign tasks, update records, and keep your operational processes moving automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Phone.com
    Call is created in Phone.com Instant
  • Phone.com
    Call log record is created in Phone.com Instant
  • Phone.com
    SMS is sent in Phone.com Instant
  • Phone.com
    Call is completed in Phone.com Instant
  • Phone.com
    SMS is recived in Phone.com Instant
  • Phone.com
    Call recording is created in Phone.com 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
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2.
  • Phone.com
    Create Contact in Phone.com
  • Phone.com
    Send SMS in Phone.com
  • Phone.com
    Search contact in Phone.com
  • Phone.com
    Update contact in Phone.com
  • 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
    Approve or Reject Task in Process Street
  • 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
    Run workflow in Process Street

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Ready WorkflowsReady Workflows   for Phone.com + Process Street Integration

Trigger workflow runs from completed calls, manage operational tasks, update contacts, and assign workflows, 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 Phone.com + Process Street flow

Send team alerts, log communication details, schedule follow-ups, and keep records synchronized across your operational stack. Pick a combination and activate it in one click.

Phone.com
Process Street
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
+
AirtableAirtable (3)
+
GmailGmail (3)
P
P
S
Run a Process Street workflow when a Phone.com call is completed, and notify your operations channel in Slack.
Completed Phone.com calls instantly trigger a Process Street workflow run and notify your operations channel on Slack, eliminating manual handoffs.
P
P
S
Create a Process Street data set record when an SMS is received in Phone.com, and alert your support team in Slack.
New customer SMS messages in Phone.com create records in Process Street and alert your support team in Slack instantly.
P
P
S
When a Process Street workflow run is completed, send a confirmation SMS in Phone.com and notify your team in Slack.
Completed workflows in Process Street trigger a confirmation SMS via Phone.com and notify your team on Slack automatically.
P
P
S
When a Phone.com call log record is created, update the matching Process Street task and notify your team in Slack.
New Phone.com call logs update your Process Street task status and notify your team in Slack in real time.

Supported triggers and actions for Phone.com and Process Street

Mix and match to build the exact automation you need

Phone.com
Phone.com Triggers & Actions
Instant
Call is created in Phone.com
Triggers the automation when a new call is created
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Instant
Call log record is created in Phone.com
Triggers the automation when a new call log record is created
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Instant
SMS is sent in Phone.com
Triggers the automation when an SMS is sent
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Instant
Call is completed in Phone.com
Triggers the automation when a call is completed
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Instant
SMS is recived in Phone.com
Triggers the automation when an SMS is received
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Instant
Call recording is created in Phone.com
Triggers the automation when a call recording is created
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Create Contact in Phone.com
Creates a new contact
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Send SMS in Phone.com
Sends an sms
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Search contact in Phone.com
Searches for a contact
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Update contact in Phone.com
Updates an existing contact
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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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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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Approve or Reject Task in Process Street
Approve or reject a task approval step.
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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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Run workflow in Process Street
Runs a workflow
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What can you automate with Phone.com + Process Street?

Streamline your business communications and workflow management with automated triggers and actions.

What you can automate?
🚀
Trigger workflows from completed calls
Start a Process Street workflow run automatically the moment a call is completed in Phone.com. Eliminate manual data entry and ensure follow-up tasks begin immediately.
📋
Capture every submitted SMS field
Map incoming SMS text details into Process Street data set records instead of copying text manually. Keep complete archives of every customer message.
🔔
Notify your team instantly
Alert team members on Slack or via email as soon as a Phone.com call log or Process Street task is updated. Keep everyone informed without manual check-ins.
🔀
Route tasks based on SMS content
Trigger different Process Street workflows depending on keywords found in incoming Phone.com SMS messages. Direct urgent inquiries to the right operational checklist.
🔄
Keep records updated in real time
Synchronize status changes between Phone.com call records and Process Street tasks automatically. Ensure your operational status is always accurate.
Create or update contacts automatically
Search existing contacts in Phone.com and create new ones when Process Street workflows run. Prevent duplicate records across your communication stack.
⏱️
Handle workflow completion actions
Send confirmation text messages via Phone.com as soon as a Process Street workflow run finishes. Automate client communication upon milestone completion.
🔗
Extend your flow with Slack
Trigger a Process Street workflow from a Phone.com call and post a notification directly to your Slack channel. Combine communications, workflows, and team chat in one automated sequence.
And much more...

Who is Phone.com + Process Street integration for?

Connecting Phone.com communications with Process Street workflows helps support, operations, and sales teams eliminate manual handoffs and run repeatable processes flawlessly.

Operations Managers
Operations Managers
Customer Support Teams
Customer Support Teams
Project Coordinators
Project Coordinators
Sales Representatives
Sales Representatives
Virtual Assistants
Virtual Assistants
Quality Assurance Leads
Quality Assurance Leads
📈
Operations Managers
You review operational reports daily, but manual call logging delays your numbers so your metrics are always hours behind — this integration means every completed call updates your records instantly and your data stays current.
Customer Support Teams
You answer inbound calls and need to execute structured follow-ups, but manual task creation slows down your response time — automating both apps means every incoming call triggers your support checklist immediately.
🤝
Project Coordinators
You report on client progress and need accurate task histories, but disconnected communication channels leave gaps in your audit trail — connecting these apps means every call log and workflow update stays perfectly synchronized.
📞
Sales Representatives
You handle high call volumes every day and struggle to manually log every discussion into your tracking system — automating both apps means every call completion instantly initiates your sales workflow run.
💼
Virtual Assistants
You depend on upstream team members to hand over client communications before you can start tasks, causing unnecessary delays — this integration means every new Phone.com contact triggers your assigned workflow tasks instantly.
🔍
Quality Assurance Leads
You audit customer interactions and compliance checklists, but missing call records make your reviews incomplete — automating both apps means every call recording and completed workflow ties together seamlessly.
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 Phone.com + Process Street

Build and manage your Phone.com + 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 Phone.com + 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
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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 Phone.com to Process Street?
Frequently Asked Questions
You can connect Phone.com to Process Street in 1 click using ready templates or Integrately AI. Start from the Phone.com and Process Street integration page, choose a workflow, connect your accounts, and activate it instantly.
Can I automatically trigger Process Street workflows when a Phone.com call is completed?
Frequently Asked Questions
Can I connect Phone.com, Process Street, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Phone.com and Process Street?
Frequently Asked Questions
How does Phone.com handle call records when integrated with Process Street?
Frequently Asked Questions
Can Process Street workflow completion trigger Phone.com SMS messages?
Frequently Asked Questions
Do I need coding skills to automate Phone.com and Process Street?
Frequently Asked Questions
Is the Phone.com and Process Street integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Phone.com or Process Street With 1500+ Other Apps

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Process Street
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