There may be times when you want to share a workflow run with someone outside your organization. To accomplish this you can enable a workflow run share link that allows your process to be accessed by external resources. The share link is found in the lower right hand corner of each workflow.
Share links historically needed to be enabled manually, but you can now enable them every time a workflow run is started using Zapier and the Process Street Public API!
Here’s the process:
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Create a “Zap” in Zapier where the initial trigger step is set up with “Process Street” as the app and an event = 'New Workflow run". Add your login credentials in the “choose account” section and then set the “trigger” to point to the workflow of your choice.
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Create a second “action” step that uses “Webhooks by Zapier” where the event is set to “Custom request”. In the action details use the “PUT” method. Add a URL of https://public-“api.process.st/api/v1.1/workflow-runs/{checklist ID}” - where checklist ID is the ID of the workflow run that is captured in the initial trigger step.
Add the following information in the “Data” section exactly as shown in the image below. Make sure to select the name of the workflow captured in the initial trigger step where you see the Process Street workflow run name in between the quotes next to “Name”:
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Make sure to enter “X-API-Key” in the headers section as well as the API key from your process street account. (If you need to create an API Key - Click the down arrow below your picture in process street, select “settings”, then select “integrations” and then select “New API Key”. copy this key into the entry box next to where you entered “X-API-Key” (I blocked out my key below intentionally… yours will contain a bunch of numbers and/or letters)
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Save and turn on your new Zap!
That’s it! The next time you create a workflow run for the selected workflow - the share link will automatically be enabled 