

Process Street + SamCart Integration
Integrate Process Street to SamCart in one click, or tell Integrately AI how you want each order handled. Trigger workflow runs, update tasks, manage your data sets, and keep your business processes aligned automatically.
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Ready Workflows for Process Street + SamCart Integration
Capture new orders, create workflow runs, update tasks, and trigger repeatable processes, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Process Street + SamCart flow
Send new order data to your CRM, update financial records, and alert your team the moment a purchase happens. Pick a combination and activate it in one click.


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Shopify (4)
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Slack (4)
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Mailchimp (4)
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QuickBooks Online (4)
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Google Sheets (4)
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When a SamCart order is placed, run a Process Street workflow and create a Shopify customer
Every new SamCart order triggers a Process Street workflow run and creates a corresponding customer record in Shopify instantly.
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When a SamCart subscription is cancelled, update the Process Street workflow and remove access in Shopify
Cancelled subscriptions in SamCart automatically update your Process Street checklist and adjust customer access in Shopify.
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When a SamCart product is purchased, create a Process Street data set record and update inventory in Shopify
New product purchases in SamCart automatically create data set records in Process Street and update your inventory counts in Shopify.
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When a SamCart refund is completed, update the Process Street workflow and log the adjustment in Shopify
Completed refunds in SamCart update your Process Street return checklist and log the adjustment in Shopify.
Supported triggers and actions for Process Street and SamCart
Mix and match to build the exact automation you need

Process Street Triggers & Actions
Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
Try it → Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
Try it → Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
Try it → Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
Try it → Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
Try it → Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
Try it → 
SamCart Triggers & Actions
Instant
Upsell is purchased in SamCart
Triggers the automation when a user purchases an Upsell product
Try it → Instant
Subscription is charged in SamCart
Triggers the automation when a subscription is charged
Try it → Instant
Subscription is cancelled in SamCart
Triggers the automation when a subscription is cancelled
Try it → Instant
Subscription charge is failed in SamCart
Triggers the automation when a subscription charge fails
Try it → Instant
Refund is completed in SamCart
Triggers the automation when a refund is processed successfully
Try it → Instant
Partial refund is completed in SamCart
Triggers the automation when a refund is processed partially
Try it → Instant
Subscription charge is refunded in SamCart
Triggers the automation when a subscription charge is refunded
Try it → What can you automate with Process Street + SamCart?
Connect your online store checkouts directly to your standard operating procedures and task management workflows.
🔄
Trigger operational workflows from new store orders
Start a Process Street workflow run automatically the moment an order is placed in SamCart. Ensure your fulfillment and onboarding checklists launch without delay.
📝
Capture every submitted customer and order field
Map customer names, product selections, and billing details from SamCart straight into your Process Street data set records. Keep your operational records detailed and complete.
🔔
Alert the right team member the moment a purchase happens
Notify your fulfillment or sales team instantly when a new order or upsell is completed in SamCart. Keep everyone informed and ready to act.
🔀
Route workflows based on purchased products or tiers
Trigger different Process Street workflows depending on whether a standard product or an enterprise tier was purchased in SamCart. Tailor your internal processes automatically.
📊
Keep your operational data up to date as orders change
Update existing Process Street workflow runs and data set entries automatically when order details or customer information are updated in SamCart.
📋
Manage data records without creating duplicates
Create or update Process Street data set records cleanly based on SamCart customer activity. Keep your internal databases accurate and organized.
⚠️
Handle later status changes like refunds and cancellations
Update your offboarding or return checklists in Process Street automatically whenever a subscription is cancelled or a refund is completed in SamCart.
🔌
Extend your store workflow to popular supporting apps
Connect SamCart and Process Street to Slack, Google Sheets, or QuickBooks Online to notify teams, log data, and record transactions in one fluid pipeline.
And much more...
Who is Process Street + SamCart integration for?
Operations managers, store owners, finance teams, and customer success leads who need to connect store checkouts with repeatable internal workflows.
Operations directors and managers
Customer success leads
Agency account managers
E-commerce store owners
Fulfillment coordinators
Finance and compliance officers
📈
Operations directors and managers
You're reviewing operational metrics and process completion rates, but your status reports only update when someone manually exports store orders, so the milestone counts you're tracking against are always a few hours behind — automating both apps means every new order triggers your checklists instantly and your operational data stays current.
⚡
Customer success leads
You need to initiate onboarding tasks the moment a buyer checks out, and you find out too late because store notifications get buried in your inbox — this integration means every new customer triggers your onboarding workflow immediately so your team can start engagement without delay.
📋
Agency account managers
You answer to clients who want to see live progress on their project setups, but keeping your tracking checklists in sync with your store checkouts takes hours of manual work every week — connecting these apps means every checkout automatically updates your project stages and keeps client reporting accurate.
🚀
E-commerce store owners
The volume of daily orders is too high for anyone to keep up by hand, leading to missed fulfillment steps and delayed customer communications — automating both apps means every purchase flows straight into your fulfillment checklists without manual intervention.
🤝
Fulfillment coordinators
You own the shipping and setup stage and depend on someone upstream to hand over order details before you can begin work — integrating these apps means every store checkout populates your task queue instantly so you can start fulfillment right away.
🔍
Finance and compliance officers
You need a reliable audit trail of every transaction and corresponding process sign-off, but keep finding gaps where manual updates were missed — this integration means every order and refund is logged consistently across your operational records without missing a step.

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 + SamCart
Build and manage your Process Street + SamCart automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Process Street + SamCart with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Frequently Asked Questions
How do I connect Process Street to SamCart?
You can connect Process Street to SamCart in 1 click using ready-made workflows on Integrately, or ask Integrately AI to build your automation. It takes just minutes to link your store checkouts with your standard operating procedures, alongside apps like Shopify, Slack, and Google Sheets.
Can I automatically create a Process Street workflow run when a SamCart order is placed?
Can I connect Process Street, SamCart, and Slack?
What is a good Zapier alternative for Process Street and SamCart?
How does Process Street handle data set records when connected to SamCart?
Can I trigger actions in Process Street when a SamCart subscription is cancelled?
Do I need coding skills to automate Process Street and SamCart?
Is the Process Street and SamCart integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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