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How to connect Acuity Scheduling and Process Street
Create a New Scenario to Connect Acuity Scheduling 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 Acuity Scheduling, triggered by another scenario, or executed manually (for testing purposes). In most cases, Acuity Scheduling or Process Street will be your first step. To do this, click "Choose an app," find Acuity Scheduling or Process Street, and select the appropriate trigger to start the scenario.
Add the Acuity Scheduling Node
Select the Acuity Scheduling node from the app selection panel on the right.
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Configure the Acuity Scheduling
Click on the Acuity Scheduling node to configure it. You can modify the Acuity Scheduling 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 Acuity Scheduling 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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Process Street
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 Acuity Scheduling 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 Acuity Scheduling 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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Process Street
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Acuity Scheduling, 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 Acuity Scheduling and Process Street integration works as expected. Depending on your setup, data should flow between Acuity Scheduling 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 Acuity Scheduling and Process Street
Acuity Scheduling + Process Street + Google Calendar: When a new appointment is booked in Acuity Scheduling, a new workflow run is created in Process Street to manage the onboarding or service delivery process. The appointment details are then added as an event to Google Calendar.
Process Street + Acuity Scheduling + Slack: When a Process Street checklist is completed, schedule a follow-up meeting in Acuity Scheduling and notify the team in Slack about the completed checklist and scheduled meeting.
Acuity Scheduling and Process Street integration alternatives
About Acuity Scheduling
Automate appointment scheduling with Acuity inside Latenode. Sync appointments to calendars, send reminders, and update CRMs automatically. Ditch manual data entry and build custom workflows using Latenode’s visual editor and API-first design. Scale your scheduling processes without code or per-step pricing limits.
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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 Acuity Scheduling and Process Street
How can I connect my Acuity Scheduling account to Process Street using Latenode?
To connect your Acuity Scheduling account to Process Street on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Acuity Scheduling and click on "Connect".
- Authenticate your Acuity Scheduling and Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate client onboarding using Acuity Scheduling and Process Street integration?
Yes, you can! Latenode allows you to automatically trigger Process Street checklists when a new appointment is scheduled, streamlining onboarding and ensuring consistency.
What types of tasks can I perform by integrating Acuity Scheduling with Process Street?
Integrating Acuity Scheduling with Process Street allows you to perform various tasks, including:
- Automatically create Process Street checklists for new Acuity Scheduling appointments.
- Update Process Street checklist status based on appointment milestones.
- Send personalized emails via Process Street upon appointment booking.
- Generate reports in Process Street based on Acuity Scheduling data.
- Trigger internal notifications in Process Street for upcoming appointments.
How secure is my Acuity Scheduling data when using Latenode's integration?
Latenode uses secure authentication protocols and encryption to protect your data during the Acuity Scheduling and Process Street integration.
Are there any limitations to the Acuity Scheduling and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization may be subject to API rate limits of both services.
- Complex conditional logic may require custom JavaScript coding.
- Attachments from Acuity Scheduling may not directly transfer to Process Street.
