Turn the conversations that need real work into Asana tasks, with the context attached.
Get more done with Tidio and Process Street integration
Start a Process Street checklist from a Tidio chat and see how far it has got.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Project Management
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Process Street
Kick off onboarding
A new customer conversation starts the Process Street onboarding run with their details in place.
Handle a multi-step request
A returns or account change request becomes a checklist instead of a promise.
Answer where it has reached
The current Process Street task tells the customer what is happening now.
Run internal processes
An employee request starts the workflow that HR or IT already use.
Overview
Process Street turns a repeatable job into a checklist with owners and a status. Plenty of those jobs start in a conversation: an onboarding, a returns process, a request that has five steps and three people. Connecting Process Street to Tidio means the chat starts the right workflow run with the details filled in, and the conversation can report where it has reached. Process Street keeps the template and the record.
Key features
- Runs started from chat A Process Street workflow begins with the details filled in.
- Progress in the conversation See which task the run is currently waiting on.
- Form fields prefilled What the customer typed lands in the checklist.
- One run per request Matching stops duplicate workflow runs.
Process Street
Project Management
Tags
Project Management
Team Collaboration
How it works
Connect Process Street in minutes
1
Connect Process Street and Tidio
Zapier, Integrately or Make links the two, or the Tidio API and a Process Street webhook do it directly.
2
Map the form fields
Ask in the conversation for what the checklist needs, and pass it into the run.
3
Report progress back
Task completion in Process Street updates the conversation or the customer.
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Frequently asked questions
Common questions about the Process Street integration
Which workflows are worth starting from chat?
The ones that always follow the same path and involve more than one person. Onboarding, returns, access requests. A two-step job does not need a Process Street run, and creating one for every conversation gives you a workflow list nobody trusts.
How much should the customer see?
The stage, not the checklist. Telling somebody their request is with the finance step is helpful. Showing them every task in the Process Street template invites questions about steps that are none of their concern and rarely mean what they read.
Is the Process Street integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Process Street integration.