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How to connect Brilliant Directories and Process Street
Create a New Scenario to Connect Brilliant Directories 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 Brilliant Directories, triggered by another scenario, or executed manually (for testing purposes). In most cases, Brilliant Directories or Process Street will be your first step. To do this, click "Choose an app," find Brilliant Directories or Process Street, and select the appropriate trigger to start the scenario.
Add the Brilliant Directories Node
Select the Brilliant Directories node from the app selection panel on the right.
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Configure the Brilliant Directories
Click on the Brilliant Directories node to configure it. You can modify the Brilliant Directories 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 Brilliant Directories 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 Brilliant Directories 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 Brilliant Directories 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 Brilliant Directories, 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 Brilliant Directories and Process Street integration works as expected. Depending on your setup, data should flow between Brilliant Directories 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 Brilliant Directories and Process Street
Brilliant Directories + Process Street + Slack: When a new user signs up on Brilliant Directories, a welcome checklist is initiated in Process Street. Upon creation of the workflow run, a notification is sent to the team in Slack.
Process Street + Brilliant Directories + Google Sheets: When a directory onboarding workflow is completed in Process Street, the completion date and member details from Brilliant Directories are recorded in Google Sheets.
Brilliant Directories and Process Street integration alternatives
About Brilliant Directories
Orchestrate Brilliant Directories data within Latenode to automate member management and content workflows. Sync directory listings with CRMs, trigger email sequences based on membership changes, or automate content moderation. Extend directory features with Latenode's AI tools and custom JavaScript actions.
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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 Brilliant Directories and Process Street
How can I connect my Brilliant Directories account to Process Street using Latenode?
To connect your Brilliant Directories account to Process Street on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Brilliant Directories and click on "Connect".
- Authenticate your Brilliant Directories and Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate member onboarding using Brilliant Directories and Process Street integration?
Yes, you can! Latenode allows seamless automation, triggering Process Street checklists when new members join Brilliant Directories, streamlining onboarding and saving time.
What types of tasks can I perform by integrating Brilliant Directories with Process Street?
Integrating Brilliant Directories with Process Street allows you to perform various tasks, including:
- Automatically creating a Process Street checklist when a new member signs up.
- Updating member details in Brilliant Directories based on Process Street task completion.
- Triggering email notifications via Process Street after a Brilliant Directories event.
- Generating reports in Process Street based on Brilliant Directories membership data.
- Managing member offboarding checklists when membership expires in Brilliant Directories.
How does Latenode handle datamapping between Brilliant Directories and Process Street?
Latenode provides a visual data mapper, allowing you to easily map fields between the apps, customizing the data flow.
Are there any limitations to the Brilliant Directories and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the APIs of both platforms.
- Large data volumes might impact workflow execution speed.
