canonical: https://jentic.com/apis/process.st/process-street

# Process St Process Street API

The Process Street API enables programmatic management of workflows, workflow runs, tasks, form fields, comments, data sets, and webhooks across 44 endpoints. It supports creating and tracking checklist-based processes, assigning tasks to team members, collecting structured data through form fields, and automating workflow triggers via webhooks for repeatable business operations.

## For AI agents

Create workflow runs, manage checklist tasks, collect form field data, and track process completion for repeatable business operations and SOPs.

## Scope

Does not handle project management timelines, Gantt charts, or resource scheduling - use for checklist-based workflow execution and SOP tracking only.

## Capabilities

- Create and manage workflow runs from predefined checklist templates
- Assign and track individual task completion within running workflows
- Collect structured data through configurable form fields attached to workflow steps
- Import and manage records in data sets for reference during workflow execution
- Configure webhooks to trigger external actions on workflow and task state changes
- Add comments to workflow runs for team collaboration and audit trails
- Manage task-level and workflow-level assignees for accountability tracking

## Use cases

### Employee Onboarding Automation

Automate new employee onboarding by programmatically creating workflow runs from onboarding templates. The Process Street API allows agents to initiate a checklist run, assign tasks to HR staff and managers, populate form fields with employee details, and track completion across all onboarding steps. Each run maintains an audit trail of who completed which step and when.

Example prompt: Create a workflow run from the onboarding template workflow ID, assign the first three tasks to the hiring manager's email, and set the start date form field to today's date

### Compliance Process Tracking

Ensure regulatory compliance by running standardized checklists and collecting required evidence through form fields. The API enables agents to trigger compliance workflows on schedule, verify that all mandatory steps have been completed with required form data filled, and export completion records for audit purposes. Webhook notifications alert when processes fall behind schedule.

Example prompt: Retrieve all workflow runs for the monthly compliance template, check which runs have incomplete required tasks, and list the overdue task names and assignees

### Data Collection Workflows

Use workflow form fields as structured data collection points within multi-step processes. The API supports uploading files to form fields, reading submitted values, and importing reference data into data sets. Agents can validate that all required form fields are populated before allowing workflow progression, and extract collected data for downstream processing.

Example prompt: Get all form field values for a specific workflow run using GET `/workflow-runs/{workflowRunId}/form-fields` and verify that no required fields have null values

### AI Agent Workflow Orchestration

Enable AI agents to manage operational processes end-to-end through Jentic by discovering and executing Process Street operations. Agents can create workflow runs, monitor task progress, collect form data, and trigger follow-up actions based on checklist completion - all without hardcoding API paths or managing API key rotation.

Example prompt: Search Jentic for 'create a workflow run', load the operation schema, and execute to start a new checklist run from a specified workflow template ID

## Key endpoints

| Method | Path | Description |
| --- | --- | --- |
| POST | `/workflow-runs` | Create a new workflow run from a template |
| GET | `/workflow-runs/{workflowRunId}/tasks` | List all tasks in a workflow run |
| PUT | `/workflow-runs/{workflowRunId}/tasks/{taskId}` | Update task status in a workflow run |
| GET | `/workflow-runs/{workflowRunId}/form-fields` | Get form field values for a workflow run |
| GET | `/workflows` | List all workflow templates |
| POST | `/webhooks` | Create a webhook subscription |
| POST | `/data-sets/{dataSetId}/records/import` | Import records into a data set |
| GET | `/workflow-runs/{workflowRunId}/assignees` | List assignees for a workflow run |

## Key resources

- **Workflows** — Checklist templates defining the steps, form fields, and structure of a process
- **Workflow Runs** — Active instances of workflows with task tracking, assignees, and form data
- **Tasks** — Individual checklist steps within workflow runs with completion status and assignees
- **Form Fields** — Data collection fields attached to workflow steps for capturing structured input
- **Data Sets** — Tabular data stores for reference information used during workflow execution
- **Webhooks** — Event subscriptions for workflow and task state change notifications

## Why Jentic

- **Setup:** Wiring the Process Street API by hand means setting its API key header, targeting public-api.process.st/api/v1.1, and mapping workflow runs, tasks, and form fields yourself. Through Jentic you install once, import Process Street from the API Directory, store the key once, and your agent calls it.
- **Permission scoping:** Process Street puts the workflow run id in the URL path (`/workflow-runs/{workflowRunId}/tasks`), so a rule can pin your agent to a specific workflow run: it can read and update tasks within that run. You choose the operations it may call, so a write like importing data set records is not included unless you add it.
- **Credential handling:** Your Process Street API key is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.
- **Discovery method:** Agents search Jentic by intent such as 'start a workflow checklist' or 'update a task in a run', and Jentic returns the matching Process Street operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

## Related APIs

- **Asana API** — Project and task management with timelines, dependencies, and portfolio tracking
- **Trello API** — Kanban-style board and card management for visual task tracking
- **Airtable API** — Spreadsheet-database hybrid for structured data storage and views

## FAQ

### What authentication does the Process Street API use?

The Process Street API uses an API key passed in the request header. You generate the key from your Process Street account settings. Through Jentic, the API key is stored encrypted in the credential vault and injected into requests automatically.

### Can I create workflow runs programmatically with the Process Street API?

Yes. POST to /workflow-runs creates a new run from an existing workflow template. You specify the workflow ID and can optionally set initial assignees. The run starts immediately with all template tasks available for completion.

### What are the rate limits for the Process Street API?

The Process Street API applies rate limits per API key. Requests that exceed the limit receive a 429 response with a Retry-After header. The standard limit is sufficient for most automation use cases including CI/CD-triggered workflow creation.

### How do I track task completion in a workflow run through Jentic?

Search Jentic for 'list workflow tasks', load the schema for GET `/workflow-runs/{workflowRunId}/tasks`, and execute with your run ID. The response includes each task's completion status, assignee, and due date. Install with pip install jentic and run it through Jentic One, the self-hosted execution layer.

### Can I collect form data through the Process Street API?

Yes. GET `/workflow-runs/{workflowRunId}/form-fields` retrieves all form field values for a run. You can also upload files to file-type form fields using POST `/workflow-runs/{workflowRunId}/form-fields/{formFieldId}/upload.` Form fields support text, dates, file uploads, and dropdown selections.

### Does the Process Street API support webhooks?

Yes. POST /webhooks creates a subscription that fires on workflow run and task events. You specify the target URL and event types. This enables real-time integration with downstream systems when tasks are completed or workflow runs finish.

### Can I limit what my agent is allowed to do with the Process Street API?

Yes. Because you run Jentic One yourself, your own rules decide which Process Street operations and credentials the agent may use. Since Process Street puts the workflow run ID in the URL path, such as `/workflow-runs/{workflowRunId}/tasks`, you can pin the agent to a specific run so it only reads and updates tasks within it. You also choose the exact operations it may call, so a write like importing data set records via `/data-sets/{dataSetId}/records/import` stays off unless you grant it.
