Process Builder Overview

TouchPoint’s Process Builder lets you automate manual workflows so your church can spend more time on ministry and less time on administration. You define a series of steps, assign triggers that move people through those steps automatically, and attach actions (such as sending emails, adding notes, or assigning roles) to each step.

https://i.tpsdb.com/processbuilderoverview.png

The Process Builder setup page, accessed from People > Processes.

Requirements

Roles

  • The Admin or ManageProcesses role is required to create, edit, publish, and delete processes.

  • Users with at least the Access role can view a process and its people, unless the process is restricted by a View Role.

System Setting

  • The UseProcessBuilder setting must be enabled for the Processes menu item to appear under People.

Getting Started

Step 1 – Create a Process

Navigate to People > Processes and click the green +Process button. Give your process a name, set optional visibility and display settings, and begin adding steps.

See also

Using Process Builder

Step 2 – Define Steps and Actions

Each process starts with an initial step called Added to Process. Add additional steps, choose what triggers each step to complete, and assign one or more actions to fire when a step is reached.

See also

Process Builder Actions

Step 3 – Publish and Monitor

After your steps are configured, publish the process and begin adding people. Monitor each person’s progress from the process dashboard or directly on their person record.

See also

Process Builder Workflow



Latest Update

07/03/2026

Rewritten for clarity