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How to connect Alegra and Process Street
Create a New Scenario to Connect Alegra 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 Alegra, triggered by another scenario, or executed manually (for testing purposes). In most cases, Alegra or Process Street will be your first step. To do this, click "Choose an app," find Alegra or Process Street, and select the appropriate trigger to start the scenario.
Add the Alegra Node
Select the Alegra node from the app selection panel on the right.
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Add the Process Street Node
Next, click the plus (+) icon on the Alegra 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 Alegra 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 Alegra 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Alegra, 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 Alegra and Process Street integration works as expected. Depending on your setup, data should flow between Alegra 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 Alegra and Process Street
Alegra + Process Street + Slack: When a sales invoice becomes overdue in Alegra, a workflow run is initiated in Process Street to manage the collection process. Once the workflow run is started, a notification is sent to the accounting team via Slack to inform them of the overdue invoice and the initiated collection process.
Process Street + Alegra + Google Sheets: When a Process Street workflow run is completed, customer data is updated in Alegra. Following the update, the completion event along with relevant data is logged in a Google Sheets spreadsheet for record-keeping and analysis.
Alegra and Process Street integration alternatives
About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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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 Alegra and Process Street
How can I connect my Alegra account to Process Street using Latenode?
To connect your Alegra account to Process Street on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Alegra and click on "Connect".
- Authenticate your Alegra and Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after checklist completion?
Yes, you can! Latenode allows triggering Alegra invoice creation when a Process Street checklist is completed, saving you time and ensuring accurate billing based on process steps.
What types of tasks can I perform by integrating Alegra with Process Street?
Integrating Alegra with Process Street allows you to perform various tasks, including:
- Automatically creating a new client in Alegra after a Process Street onboarding checklist.
- Updating project status in Alegra when a related Process Street task is completed.
- Generating invoices in Alegra based on completed Process Street project checklists.
- Creating Process Street checklists when a new contact is added in Alegra.
- Triggering a Process Street workflow from an Alegra payment event.
What Alegra data can I access within Latenode workflows?
Latenode provides access to Alegra contacts, invoices, products, and other key data, enabling dynamic, data-driven automations.
Are there any limitations to the Alegra and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript code blocks.
- Rate limits from Alegra and Process Street apply based on your plan.
- Real-time updates depend on the polling interval configured in Latenode.
