Create a Client via Zapier

For instructions on how to access the ProcessKit Zapier integration, click here.  

You can also see instructions on using ProcessKit as an "action" and as a "trigger".


Create a Client in a Zapier action

Using Zapier, you can create a new Client in your ProcessKit account.

If you've created any custom client attributes in ProcessKit, then those will be available for filling in values via Zapier as well.

After creating a client in Zapier, you can then follow it up by making updates to this client, or associating this client with a project in ProcessKit (all via Zapier).

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us