![]() Zapier is an integration platform that connects over 2000 different apps. Connecting Process Street with Airtable via Zapier Then Publish your workflow and you’re all set!Īs an extra step, you can go to Airtable, move a candidate to Hired then come back to Process Street in the Reports Dashboard to confirm a new workflow is run by the webhook. Lastly, turn your webhook On and Save it. You can now map your form fields from Airtable to Process Street. If it doesn’t, you might want to go back to your base and move a candidate to the Hired stage. ![]() Once it returns successful, turn on the automation in Airtable. Now go back to Process Street and test your trigger. ![]() You can use the same but remember the URL to your URL that you had copied earlier. To set up the webhook, you need to enter a custom code with the webhook URL from Process Street. Set up the action by clicking + Add advanced logic or action and select Run script. We have selected Status as the field so the automation will trigger when the status of any record changes to Hired. For our example, we have selected When record updated.Ĭonfigure the trigger by selecting the Table, View, and Field that would trigger the webhook. Then click + Add trigger and select your trigger. Navigate to the Automations tab in the top left corner of your screen. To create a webhook in Airtable, you need to add an automation. Then copy the webhook URL as you will need it later.Ĥ. You can name your webhook as the app name or any phrase that helps you identify the Trigger. Here, you can look for Airtable as a Trigger to Run this workflow. To get the webhook URL from Process Street, when you’re editing your workflow, click “Triggers” above your task list on the left or click the + icon next to your existing triggers as shown below. Create a Webhook trigger to run your workflow in Process Street If you’re creating a new base, you can add a few employee details by clicking on + Add record as shown below.ģ. If you have an existing base that you would like to work with, you can select that base to create your webhook. Then navigate to your Main Workspace to create a new base.įor our example, we have created an Employee Hiring base. Log into your Airtable account or create a new account. This will mean that whoever is onboarding the candidate won’t have to look up their information in Airtable, but can instead see everything in Process Street. These form fields should include the candidate’s name (short text field), email address (email field), phone number (number field), and so on. So, we need to create form fields in our workflow to push that information through to Process Street. Their information is stored in Airtable while creating a new candidate for an open position. This will help you to map the information from Airtable to Process Street. Preparations in Process Streetįirst, create a Workflow in Process Street and ensure to add form fields that are the same as the data fields in Airtable. We will create a webhook that listens for our desired trigger in Airtable and runs the Call Center Employee Onboarding workflow in Process Street.When a candidate is moved to Hired, this will act as our trigger ![]() We will create an open position in Airtable and then create a few candidates for it.We will create a Call Center Employee Onboarding Workflow in Process Street.In this example, we will create a Webhook that runs the Call Center Employee Onboarding workflow when a candidate is Hired for an open position in Airtable. Webhooks are automated messages or payloads sent from apps as a trigger to cause an action in a receiving app. Connect Airtable with Process Street via WebhookĪ Webhook integration can bring information from Airtable that would trigger a new workflow run in your Process Street account. You can integrate Airtable with Process Street to make your workflows super powerful and automate your work via Webhooks or Zapier. With its intuitive interface and customizable fields, Airtable can be used for a variety of use cases, from employee hiring to project management and inventory tracking. Airtable is a flexible and powerful database management tool that allows teams to organize, track, and collaborate on data in real-time.
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