Process Bliss integrates with over 3,000 other software systems using Zapier, an online platform that helps you automate workflows by connecting the apps and services you use. 

The Process Bliss Zapier integration lets you use Process Bliss both as a 'trigger' and as an 'action'.

Use the Process Bliss Zapier integration here

You'll need to create a Zapier account if you don't have one already, but there is a free tier to help you get started.

If you'd like an example, here is a guide to quickly installing a Zapier Template that automatically creates Process Bliss Tasks from your Gmail inbox:

http://docs.processbliss.com/en/articles/5833592-how-to-quickly-create-tasks-directly-from-gmail-with-zapier


For more about Zapier and how it works, read this article: https://zapier.com/learn/getting-started-guide/what-is-zapier/

Triggers

When something happens in Process Bliss, you can automatically cause something else to happen in another system. The triggers are:

Ideas of how you can use it

  • Create an onboarding task for your new client, and automatically send the client a welcome email in Gmail

  • Complete a 'hiring an agency' task in Process Bliss, and create a bill or invoice in Xero

  • Use it to kick off other processes in Process Bliss, for example: When the 'Perform assessments' step is completed in a Process Bliss recruitment process, create a new task from the 'Perform assessments' template

Actions

When something happens in another system, you can automatically create a task in Process Bliss.

Ideas of how you can use it

  • Star or flag an email in your email system & a task will be created in Process Bliss

  • For every new deal that is created in Pipedrive, create a task from your 'Sales process' template on Process Bliss

  • When someone books a demo with you on Calendly, kick off a 'Demo process' task on Process Bliss

If you need a hand setting up Zapier, or have a need for a specific integration that Zapier doesn't cover, please let us know and we will do all we can to help.

Did this answer your question?