Connect Pendo and ProcessPlan

Both apps 33Pendo 16ProcessPlan 17

• Trigger
  Account in Report

  Triggers when a new account appears in the results of a chosen Pendo account report.

• Trigger
  Visitor in Report

  Triggers when a new visitor appears in the results of a selected Pendo visitor report.

• Action
  Add Visitor to Segment

  Adds a single visitor to a Pendo segment. Only segments created through the Pendo API can be changed this way.

• Action
  Change Guide State

  Changes a Pendo guide's state to public, staged, disabled or draft.

• Action
  Create Feedback

  Creates a new feedback request in Pendo Listen for an account, with title, importance and the apps it applies to.

• Action
  Get Account

  Returns a Pendo account by its account ID, including its agent, custom and automatic metadata.

• Action
  Get Survey Responses

  Returns the individual responses to a Pendo Sentiment survey over a date range, plus the survey's summary score and sentiment counts.

• Action
  Get Visitor

  Returns a Pendo visitor by its visitor ID, including linked account IDs and all agent, automatic and custom metadata.

• Action
  List Features

  Returns the features tagged in your Pendo subscription, optionally limited to specific feature IDs or one application.

• Action
  List Guides

  Returns the guides in your Pendo subscription, optionally limited to specific guides or one application.

• Action
  List Pages

  Returns the pages tagged in your Pendo subscription, optionally limited to specific page IDs or one application.

• Action
  List Reports

  Returns every public report in your Pendo subscription, including each report's id, name, type and definition.

• Action
  List Segments

  Returns all shared (Everyone) segments in your Pendo subscription, optionally only those created through the API.

• Action
  List Track Types

  Returns the track event types defined in your Pendo subscription, or a single track type by its ID.

• Action
  Remove Visitor from Segment

  Removes a single visitor from a Pendo segment. Works only on segments that were created through the API.

• Action
  Send Track Event

  Records a track event (a named action a visitor performed, with optional properties) in Pendo.

• Trigger
  Field Updated

  Triggers when a field value on a running process is changed.

• Trigger
  Process Instance Completed

  Triggers when a process is completed.

• Trigger
  Process Instance Started

  Triggers when a new process is started.

• Trigger
  Task Assigned

  Triggers when a task is assigned to someone.

• Trigger
  Task Canceled

  Triggers when a task is canceled.

• Trigger
  Task Completed

  Triggers when a task is completed.

• Trigger
  Task Due Date Changed

  Triggers when a pending task's due date is set or changed.

• Trigger
  Task Notes Updated

  Triggers when the notes on a pending task are updated.

• Trigger
  Task Past Due

  Triggers when a pending task becomes past due.

• Trigger
  Task Start Date Changed

  Triggers when a pending task's start date is set or changed.

• Action
  Cancel a Process

  Cancels a running process.

• Action
  Cancel a Process Task

  Cancels a pending task in a running process.

• Action
  Complete a Task

  Completes a pending task by submitting one of its responses.

• Action
  Find a Process Instance

  Finds process instances whose properties match a filter, such as the instance description.

• Action
  Start a New Process

  Starts a new process from a process template and fills in its starting fields.

• Action
  Start a Process Task

  Starts a task in a running process out of its normal order. Use with caution.

• Action
  Update Process Fields

  Saves new values into one or more fields of a running process.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.