Process Street LeadOwl

Process Street + LeadOwl Integrations

Put Process Street + LeadOwl to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Process Street and LeadOwl below — describe the exact one you want above and the Agent builds it on demand.

Process Street + LeadOwl When a new lead is logged in LeadOwl, run a workflow in Process Street.
Build client onboarding hubs for won deals When a deal is won in LeadOwl, automatically create a page from a template in Process Street to house client handoff and onboarding materials. See details
Log meeting summary documents to contact timelines When a document is published in Process Street, automatically log an activity on the corresponding contact in LeadOwl so sales reps stay updated. See details
Sync document statuses with sales deal stages When a deal stage changed in LeadOwl, automatically update the matching project record status in Process Street to keep cross-functional teams informed. See details

Browse the full workflow library →

Looking to achieve something else with Process Street and LeadOwl?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Process Street and LeadOwl

Everything Process Street and LeadOwl can do inside a workflow — the triggers that start one and the actions that run when it fires.

Process Street Explore Process Street →

Process Street is a process and workflow management platform for creating, tracking, and automating recurring process checklists.

Triggers
Workflow Run Completed

Triggers when a workflow run is completed.

Data Set Record Created

Triggers when a new record is added to a data set.

Data Set Record Deleted

Triggers when an existing record is deleted from a data set.

Data Set Record Updated

Triggers when an existing record is updated in a data set.

New Comment Attachment

Triggers when someone attaches a file to a comment in a workflow run.

New Workflow Run

Triggers when a workflow is run.

Actions
Run Workflow

Runs a workflow.

Create Data Set Record

Adds a new record to a data set.

Delete Data Set Record

Deletes an existing record in a data set.

Update Workflow Run

Update an existing workflow run.

Update Data Set Record

Updates an existing record in a data set.

Update Task

Update a task in a workflow run.

LeadOwl Explore LeadOwl →

LeadOwl is a sales management software that delivers real-time lead notifications and automates follow-ups for agencies and sales teams.

Actions
Create Lead

Creates a new lead.

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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.
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Huynh H
Developer, Multiplier
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.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
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.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Process Street + LeadOwl

Is there a pre-built Process Street + LeadOwl automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Process Street and LeadOwl's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Process Street or LeadOwl connector?

No. The Agent works whether or not Process Street or LeadOwl 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 LeadOwl 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 LeadOwl.

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