Update 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".

Update a Client in a Zapier action

Using Zapier, you can update an existing Client in your ProcessKit account.

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

After updating a client in Zapier, you can then follow it up by associating this client with a project in ProcessKit (all via Zapier).