Process Plan and RowShare

Easily integrate Process Plan and RowShare without any code.

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!

RowShare

Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

Check out our other integrations

How the Integration Works

RowShare integrates with Process Plan through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).

When this happens in RowShare

Automatically do that in Process Plan

Or the other way round:

When this happens in Process Plan

Automatically do that in RowShare

Process Plan Triggers and Actions

Below is a list of triggers and actions available on Process Plan via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

Task Notes Updated

Triggers when a task's notes are updated.

Task Completed

Triggers when a task is completed.

Task Assigned

Triggers when a task is assigned.

Process Instance Completed

Triggers when a process instance is completed.

Task Due Date Changed

Triggers when a task's due date is changed.

and 3 more triggers

Process Plan doesn't offer (yet) any Trigger on Zapier.

Actions

Start a New Process

Starts a new process instance and populates it's fields.

Find a Process Instance

Search for a process instance by field value.

Start a Process Task

Starts a Process Task out of order. Use with caution.

and more actions

Process Plan doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row

Triggers when a row is created or updated in a specific table.

Column Changed

Triggers when a value has changed in a specific column.

New Row

Triggers when a new row is created in a specific table.

Row Status Changed

Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row

Assigns a row to a new owner.

Edit Row

Modifies an existing row.

Find Row

Finds a row based on an exact match for a given column.

Create Row

Creates a new row in the table.

Find Row by ID

Loads a row based on its ID.

Link Rows [Advanced]

Links a row to a parent row in another table. This is an advanced action: to be used with caution.