ProcessPlan Integration - CabinPanda

CabinPanda and ProcessPlan Integration

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

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Let’s integrate

Let's get you started with ProcessPlan integration. It's super easy!

With the CabinPanda and ProcessPlan, you can:

Let's get you started with Cabinpanda and ProcessPlan integration. You will be able to send your submission data from CabinPanda to ProcessPlan.

What you need?

CabinPanda account
Zapier account (It's Free)
ProcessPlan account

More about ProcessPlan:

Step by step guide

We will walk you through the steps of integrating with CabinPanda.

Create your CabinPanda account

Sign up and create your CabinPanda account. It’s very easy. Once you have created your account, you are ready to integrate with pretty much anything.

Go to the integrations section of CabinPanda

Here, you can see all the app categories that CabinPanda can integrate with. If you want, you can search for the specific app that you are looking to integrate with, or browse through the featured apps.

Select Gmail and click connect

Select the ProcessPlan app and click connect for integration. This will enable integration through Zapier.

Get to know ProcessPlan

I spend a lot of time writing documentation, processes, and step-by-step guides to begin and complete projects. Regardless of how simple a process is, it always has many moving parts—and inevitably, something might be missed. But the problem is, documenting something takes so long. Most of my clients want documentation saved in files they can edit later, because they—like you—believe that they’ll keep on top of these processes. But I know from experience that most organizations don’t. I think that’s because these processes are abstracted away in documents, instead of turned into actionable, l...

When receive submission
Triggers when receive subscription

Update Field
Update a field value.
Close Task
Closes a task in ProcessPlan.
Cancel Task
Cancels a task in a process.
Start Process
Starts a new process in ProcessPlan.
Cancel Process
Cancel a process in ProcessPlan.

5 ProcessPlan Actions

Try CabinPanda

Try CabinPanda and experiment with its user-friendly, easy to use, easy to publish online forms that have lots of uses.

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