Using ProcessKit as an "action" in Zapier Zaps
When you want to something to happen inside ProcessKit after another app sends some data to it, then you'll want to use ProcessKit as an "Action" in your Zaps.
That basically means you'll use ProcessKit in any step in your Zap except for the first step, as the first step is considered the "trigger" for your zap. To use ProcessKit as a "trigger" in Zapier, follow those instructions here.
As of this writing, these are the following "Actions" that you can have happen in ProcessKit via your Zapier Zaps (click each for more info):
- Create a project
- Update an existing project
- Update a custom field on a project
- Create a list of tasks based on a process template
- Create an empty task list
- Create a task in any task list
- Mark a task as complete or incomplete
- Assign a person to a task
- Apply a tag to a project
You can also use either of these actions to find things in ProcessKit, so that you can use the actions above to do things to them (click for more info):