Process Street + Service Provider Pro Integration

Integrate Process Street to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Trigger workflow runs, assign tasks to team members, update records, and keep your agency operations completely aligned.

Free foreverFree forever.
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
  • Service Provider Pro
    Order is created in Service Provider Pro Instant
  • Service Provider Pro
    Order status is changed in Service Provider Pro Instant
  • Service Provider Pro
    Tag is added to order in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is paid in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is refunded in Service Provider Pro Instant
  • Service Provider Pro
    Account is created in Service Provider Pro Instant
  • Service Provider Pro
    Form is submitted in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is cancelled in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is paid in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is failed in Service Provider Pro Instant
  • Service Provider Pro
    Message is posted in Service Provider Pro Instant
  • Service Provider Pro
    Ticket is created in Service Provider Pro Instant
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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

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Ready WorkflowsReady Workflows   for Process Street + Service Provider Pro Integration

Run workflows for new orders, assign tasks when accounts are created, route items by status, and notify your team, 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.
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Connect more apps to your Process Street + Service Provider Pro flow

Send order data to CRMs, notify your team in messaging apps, and create project tasks the moment client events occur. Pick a combination and activate it in one click.

Process Street
Service Provider Pro
+
AsanaAsana (5)
+
SlackSlack (5)
+
StripeStripe (4)
+
HubSpotHubSpot (5)
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
S
P
A
Create an Asana task for every new Service Provider Pro order, and run the matching workflow in Process Street
New Service Provider Pro orders instantly create an Asana task and trigger a Process Street workflow, so your team starts onboarding without manual delay.
S
P
A
When a Service Provider Pro account is created, create a record in Process Street and add a task in Asana
New client accounts in Service Provider Pro automatically generate a Process Street record and an Asana task for your onboarding team.
S
P
A
When a Service Provider Pro ticket is created, update the matching Process Street task and create a follow-up task in Asana
Support tickets in Service Provider Pro update your Process Street tasks and create follow-up actions in Asana instantly.
S
P
A
When a Service Provider Pro order status changes, update the Process Street workflow run and create an Asana task
Order status updates in Service Provider Pro trigger workflow updates in Process Street and new task creation in Asana.
S
P
A
When a Service Provider Pro invoice is paid, complete the Process Street workflow run and create a client setup task in Asana
Paid invoices in Service Provider Pro finalize Process Street workflows and open setup tasks in Asana automatically.

Supported triggers and actions for Process Street and Service Provider Pro

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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Service Provider Pro
Service Provider Pro Triggers & Actions
Instant
Order is created in Service Provider Pro
Triggers the automation when a new order is created
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Instant
Order status is changed in Service Provider Pro
Triggers the automation when the order status changes
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Instant
Tag is added to order in Service Provider Pro
Triggers the automation when a tag is added
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Instant
Invoice is paid in Service Provider Pro
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is refunded in Service Provider Pro
Triggers the automation when an invoice is refunded
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Instant
Account is created in Service Provider Pro
Triggers the automation when a new account is created
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Instant
Form is submitted in Service Provider Pro
Triggers the automation when a form is filled
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Instant
Subscription is cancelled in Service Provider Pro
Triggers the automation when a subscription is cancelled
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Instant
Subscription is paid in Service Provider Pro
Triggers the automation when a subscription fee is successfully paid
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Instant
Subscription is failed in Service Provider Pro
Triggers the automation when a subscription payment has failed
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Instant
Message is posted in Service Provider Pro
Triggers the automation when a message is posted
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Instant
Ticket is created in Service Provider Pro
Triggers the automation when a new ticket is created
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No action is available

What can you automate with Process Street + Service Provider Pro?

Streamline agency operations by triggering workflows from new orders, managing tasks, and syncing client data between Process Street and Service Provider Pro.

What you can automate?
🔄
Trigger workflows from new agency orders
Automatically run repeatable onboarding workflows in Process Street the moment a new order is created in Service Provider Pro. Eliminate manual setup and start client delivery immediately.
📋
Capture every submitted client detail
Map all submitted form fields and order specifications from Service Provider Pro into your Process Street records. Ensure your delivery team has complete context from day one.
🔔
Notify the right person instantly
Alert your operations staff and department leads the second client orders or account status changes occur. Keep communication flowing without manual check-ins.
🔀
Route workflows based on order criteria
Trigger different onboarding checklists in Process Street depending on the specific service tier or tags submitted in Service Provider Pro orders.
🔄
Keep workflow runs updated with order changes
Automatically update task statuses and workflow runs in Process Street whenever order statuses or support tickets change in Service Provider Pro.
📝
Prevent duplicate records across platforms
Search existing data sets before creating new records or tasks, ensuring your Process Street data stays clean and organized as client volume grows.
💳
Handle payment and subscription events
Trigger workflow completions when invoices are paid or update active runs when subscriptions are cancelled or refunded in Service Provider Pro.
💬
Extend flows to team messaging apps
Connect your core Process Street and Service Provider Pro automation to Slack to broadcast order updates and task reminders directly to your team channels.
And much more...

Who is Process Street + Service Provider Pro integration for?

Agency owners, project managers, and operations teams streamline client onboarding, billing workflows, and task execution across Process Street and Service Provider Pro.

Operations Directors
Operations Directors
Agency Owners
Agency Owners
Client Success Managers
Client Success Managers
Project Coordinators
Project Coordinators
Onboarding Specialists
Onboarding Specialists
Finance Operations Teams
Finance Operations Teams
📈
Operations Directors
You review completion reports across client accounts but your workflow records only update when someone manually checks off tasks, so your performance metrics are always a few hours behind — with this integration, every workflow update lands instantly and your operational data stays current.
Agency Owners
You need to initiate client onboarding the moment an order comes in, but manual handoffs mean team members find out about new clients hours later — automating both apps means every new Service Provider Pro order triggers your Process Street workflow instantly so your team starts work without delay.
🤝
Client Success Managers
You answer to clients who want to see real-time progress on their service requests, but tracking data remains scattered across separate billing and task tools — connecting these apps means every order status change updates your workflows and keeps client stakeholders fully informed.
📊
Project Coordinators
The volume of client submissions and orders is too high for anyone to keep up by hand, leading to missed steps in your repeatable processes — this integration means every new order and submission automatically starts the correct workflow run without manual tracking.
🔄
Onboarding Specialists
You own the client setup phase and depend on upstream sales notifications to begin your work, resulting in idle time while waiting for manual updates — automating both apps means completed orders immediately trigger your task checklists in Process Street.
📝
Finance Operations Teams
You need a reliable history of client payments matched against internal operational tasks, but keep finding gaps between your billing platform and task logs — automating both apps means paid invoices instantly complete workflow runs and log exact financial records.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Process Street + Service Provider Pro

Build and manage your Process Street + Service Provider Pro 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 + Service Provider Pro 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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Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Process Street to Service Provider Pro?
Frequently Asked Questions
You can connect Process Street to Service Provider Pro in 1 click using Integrately. Choose from 20 million+ ready automation templates or ask Integrately AI to build your workflow instantly.
Can I trigger a Process Street workflow when a new Service Provider Pro order is created?
Frequently Asked Questions
Can I connect Process Street, Service Provider Pro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Process Street and Service Provider Pro?
Frequently Asked Questions
How do Process Street data sets sync with Service Provider Pro account data?
Frequently Asked Questions
Can Service Provider Pro subscription payments update workflow runs in Process Street?
Frequently Asked Questions
How do I automate tasks between Process Street and Service Provider Pro without coding?
Frequently Asked Questions
Is the Process Street and Service Provider Pro integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Process Street or Service Provider Pro With 1500+ Other Apps

Process Street
Popular Process Street Integrations
Connect Process Street with project management, document storage, and team communication tools to keep your workflows moving forward.
Service Provider Pro
Popular Service Provider Pro Integrations
Connect Service Provider Pro with billing, CRM, and customer support tools to manage your agency clients and invoicing efficiently.