ConvergeHub + Process Street Integrations, Built by an AI Agent
Put ConvergeHub + Process Street to work with AI and enterprise-grade automation
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Workflows you can build between ConvergeHub and Process Street
See the kind of workflows teams build with ConvergeHub and Process Street below — describe the exact one you want above and the Agent builds it on demand.
ConvergeHub + Process Street
When a new account is created in ConvergeHub, run a workflow checklist in Process Street.
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Build client onboarding hubs for won deals
When a deal is won in ConvergeHub, automatically create a page from a template in Process Street to house client handoff and onboarding materials.
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Log meeting summary documents to contact timelines
When a document is published in Process Street, automatically log an activity on the corresponding contact in ConvergeHub so sales reps stay updated.
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Sync document statuses with sales deal stages
When a deal stage changed in ConvergeHub, automatically update the matching project record status in Process Street to keep cross-functional teams informed.
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Browse the full workflow library →
Looking to achieve something else with ConvergeHub and Process Street?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for ConvergeHub and Process Street
Everything ConvergeHub and Process Street can do inside a workflow — the triggers that start one and the actions that run when it fires.
ConvergeHub Explore ConvergeHub →
ConvergeHub is an all-in-one CRM platform for managing sales pipelines, marketing automation, customer service, and billing workflows.
TriggersTriggers when a new Invoice is created
Triggers when you add a new account.
Triggers when you add a new contact.
Triggers when any entry is created in the specified module.
Triggers when you add a new event.
Triggers when you add a new lead.
Creates a new account.
Creates a new contact.
Creates a new event.
Creates a new lead.
Create a new entry in the module
Creates or Updates a lead.
Process Street Explore Process Street →
Process Street is a process and workflow management platform for creating, tracking, and automating recurring process checklists.
TriggersTriggers when a workflow run is completed.
Triggers when a new record is added to a data set.
Triggers when an existing record is deleted from a data set.
Triggers when an existing record is updated in a data set.
Triggers when someone attaches a file to a comment in a workflow run.
Triggers when a workflow is run.
Runs a workflow.
Adds a new record to a data set.
Deletes an existing record in a data set.
Update an existing workflow run.
Updates an existing record in a data set.
Update a task in a workflow run.
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Other Productivity & Docs apps on Knit
Explore more Productivity & Docs integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AI-FM
An artificial intelligence productivity tool designed to help users manage workflows, process information, and organize daily tasks.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about ConvergeHub + Process Street
Is there a pre-built ConvergeHub + Process Street automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ConvergeHub and Process Street's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built ConvergeHub or Process Street connector?
No. The Agent works whether or not ConvergeHub or Process Street already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can closing a deal automatically spin up an onboarding document?
Yes, winning a deal in ConvergeHub can automatically create a client onboarding hub from a template in Process Street.
How can published client docs update our sales records?
Publishing research notes or customer documents in Process Street can automatically log activities on contact profiles in ConvergeHub.