Process Plan integration with Trello
How to Create new Trello boards when processes are started in ProcessPlan
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new Trello boards when processes are started in ProcessPlan" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Process Plan integrations
Process Plan actions
Nekton can use any feature that is available in Process Plan API.
Using our advanced AI, you can easily create custom automations for Process Plan.
Here are some typical actions you can do in your automated workflows.
Cancel a Process
Cancels a running process.
Cancel a Process Task
Cancels a Process Task
Start a Process Task
Starts a Process Task out of order. Use with caution.
Find a Process Instance
Search for a process instance by field value.
Update Process Fields
Updates one or more fields of process.
Complete a Task
Completes a pending task in a running process.
About Process Plan
ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!