Process Street supports creating and running checklists, SOPs, and workflows, helping teams automate recurring processes and track compliance
This tool marks an entire workflow run as completed in Process Street. It first retrieves the current workflow run details, then updates the status to 'Completed' while preserving other fields like name and shared status. This distinguishes it from PROCESS_STREET_COMPLETE_TASK which completes individual tasks within a workflow run.
This tool creates a new workflow run from a specified workflow template. It is one of the most fundamental operations in Process Street, allowing users to initiate a new instance of a workflow. The tool requires a workflow_template_id and optionally allows setting a custom name, due date, and whether to enable a share link.
Retrieves records from a Process Street data set with optional filtering by column values. Use this tool to search for specific records within a data set or to paginate through all records. Data sets are tables that store structured data which can be used across workflows.
Return assignment rules for a task in a selected workflow revision.
Return one Process Street workflow definition by its unique identifier.
Return details for one Process Street workflow run.
Lists one page of revisions for a Process Street page.
Return one page of tasks defined on a selected workflow revision.
Lists one page of revisions for a Process Street workflow.
Return one page of task templates belonging to a workflow.
Lists a page of workflows available in the Process Street account, helping you find workflows for further operations. Specify a 1-indexed page and a page size from 1 to 100.
Search the latest 200 workflow runs, most recently updated first. Supports workflow, status, partial-name, and partial form-field-value filters.
Restores a previously deleted workflow run in Process Street. Uses the POST /workflow-runs/{workflowRunId}/undelete endpoint to recover a workflow run within the valid recovery period (typically up to 30 days). Only workflow runs that have been deleted (not permanently removed) can be restored.
The Process Street integration connects your Dench AI CRM directly to Process Street, so agents can read and act on your Process Street data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
13 actions are available for agents to invoke on your behalf. Every call runs through Process Street's own authorization, scoped to the account you connect.
Sign in to your Dench workspace and open Integrations.
Find Process Street and click Connect — you'll authorize access through Process Street's own sign-in flow. No API keys or code required.
Ask an agent to use Process Street in chat, or call it from an automation.
Manage or disconnect the connection any time from workspace settings.
The Dench Process Street integration connects your AI CRM to Process Street, so AI agents can work with your Process Street data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
The Process Street integration currently exposes 13 actions, including Complete a workflow run, Create Workflow Run, Find Data Set Rows, Get Task Assignment Rules, Get Workflow, and Get Workflow Run. Agents invoke them on your behalf from chat or from automations.
No. You connect Process Street from your Dench workspace using Process Street's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Connections are authorized through Process Street's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Process Street connection from your workspace settings at any time.