Connecting ProcessPlan & Zapier

Zapier is a 3rd party service that allows users to connect different apps and perform automations.

To connect your ProcessPlan account to Zapier, do the following:

1. Click Administration > Processes > Template Diagrams > The card of the process you want to automate

2. Once the template is open, click the Automated Actions icon > Create New (at the top of the panel)

3. Name your action > Click Automate Using Zapier. Zapier’s ProcessPlan page opens in a new browser tab. Log in to your Zapier account

4. In Zapier search for ProcessPlan

5. In Zapier, on the Choose account section of your ProcessPlan step, click Sign in to ProcessPlan > Enter the Email Address & Password you use to sign in to ProcessPlan > Continue > Continue in Zapier

Once connected, see Zapier Triggers & Actions for the list of ProcessPlan triggers and actions available in Zapier.