How to Set Up Process Street Automations
Автор: Process Street
Загружено: 2021-06-03
Просмотров: 2027
Описание:
Process Street Automations helps you to create and run custom workflows using some of the world’s most popular software tools. Streamline single or multi-app workflows into a simple, cohesive process.
This video will show you how to set up your own Automations to bring your apps together, eliminate data entry, and reduce busywork.
Sign up for a free account today at www.process.st
0:09 - Demonstrating Automations with Process Street
0:40 - How to set up your Workflows ready for Automations
0:54 - The basics of Automations
1:22 - Setting up a "Run a workflow when..." Automation (Salesforce to Process Street)
2:30 - Setting up a "When a task is checked then..." Automation (Process Street to DocuSign)
3:34 - The status indicator for Automations, and how to access the Run Log
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