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How to connect ActiveCampaign and Process Street
Create a New Scenario to Connect ActiveCampaign and Process Street
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ActiveCampaign, triggered by another scenario, or executed manually (for testing purposes). In most cases, ActiveCampaign or Process Street will be your first step. To do this, click "Choose an app," find ActiveCampaign or Process Street, and select the appropriate trigger to start the scenario.
Add the ActiveCampaign Node
Select the ActiveCampaign node from the app selection panel on the right.
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Configure the ActiveCampaign
Click on the ActiveCampaign node to configure it. You can modify the ActiveCampaign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Process Street Node
Next, click the plus (+) icon on the ActiveCampaign node, select Process Street from the list of available apps, and choose the action you need from the list of nodes within Process Street.
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Authenticate Process Street
Now, click the Process Street node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Process Street settings. Authentication allows you to use Process Street through Latenode.
Configure the ActiveCampaign and Process Street Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the ActiveCampaign and Process Street Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring ActiveCampaign, Process Street, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the ActiveCampaign and Process Street integration works as expected. Depending on your setup, data should flow between ActiveCampaign and Process Street (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect ActiveCampaign and Process Street
ActiveCampaign + Process Street + Slack: When a contact reaches a specific stage (e.g., a tag is added) in ActiveCampaign, a new checklist is created in Process Street, and a notification is sent to the sales team via Slack to inform them about the new lead.
Process Street + ActiveCampaign + Google Sheets: When a Process Street checklist is completed, update contact details in ActiveCampaign and log these updates in a Google Sheet for tracking and analysis.
ActiveCampaign and Process Street integration alternatives
About ActiveCampaign
Automate ActiveCampaign tasks within Latenode for streamlined marketing. Trigger campaigns based on data from any source, not just forms. Sync contacts, segment lists, and personalize emails using Latenode’s visual editor and built-in data transformation tools. Connect to CRMs or databases for smarter, automated customer journeys without complex coding.
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About Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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FAQ ActiveCampaign and Process Street
How can I connect my ActiveCampaign account to Process Street using Latenode?
To connect your ActiveCampaign account to Process Street on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ActiveCampaign and click on "Connect".
- Authenticate your ActiveCampaign and Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Process Street checklists from new ActiveCampaign deals?
Yes! Latenode lets you automate checklist creation upon deal entry. This keeps processes consistent, using no-code tools or custom JS functions for tailored automation.
What types of tasks can I perform by integrating ActiveCampaign with Process Street?
Integrating ActiveCampaign with Process Street allows you to perform various tasks, including:
- Automatically creating Process Street checklists from new ActiveCampaign contacts.
- Updating ActiveCampaign contact properties when a Process Street checklist is completed.
- Adding contacts to ActiveCampaign lists when specific steps in Process Street are done.
- Triggering email campaigns in ActiveCampaign based on Process Street checklist progress.
- Creating new ActiveCampaign deals when a Process Street onboarding checklist finishes.
How easily can I automate complex ActiveCampaign scenarios in Latenode?
Latenode's visual editor simplifies complex ActiveCampaign automations. Use no-code blocks or drop into JS for total control.
Are there any limitations to the ActiveCampaign and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the polling interval of the connected apps' APIs.
- Complex data transformations might require JavaScript knowledge.
- Rate limits on ActiveCampaign and Process Street APIs may affect performance.
