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How to connect Contacts+ and Process Street
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Process Street will be your first step. To do this, click "Choose an app," find Contacts+ or Process Street, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+, 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 Contacts+ and Process Street integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and Process Street
Contacts+ + Process Street + Slack: When a new contact is created in Contacts+, start an onboarding process by running a specific workflow in Process Street, and then notify the team in a dedicated Slack channel about the new contact and the onboarding process.
Process Street + Contacts+ + Google Sheets: When a workflow run is completed in Process Street, update corresponding contact details in Contacts+ (if contact info is included in the completed workflow), and log all the data, including the workflow name, contact details, and completion timestamp, in a Google Sheet for tracking and reporting.
Contacts+ and Process Street integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and Process Street
How can I connect my Contacts+ account to Process Street using Latenode?
To connect your Contacts+ account to Process Street on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Process Street checklists from new Contacts+ contacts?
Yes, you can! Latenode's visual builder makes it easy to trigger Process Street checklists from new Contacts+ contacts, streamlining onboarding and follow-up tasks automatically.
What types of tasks can I perform by integrating Contacts+ with Process Street?
Integrating Contacts+ with Process Street allows you to perform various tasks, including:
- Create a Process Street checklist when a new contact is added in Contacts+.
- Update contact details in Contacts+ when a Process Street checklist is completed.
- Trigger a Process Street workflow when a contact reaches a specific stage.
- Add new Contacts+ contacts from Process Street form submissions automatically.
- Sync Contacts+ data with Process Street variables for personalized checklists.
How secure is my Contacts+ data when using Latenode integrations?
Latenode uses advanced encryption and security protocols to ensure your Contacts+ data is protected during integration and workflow execution.
Are there any limitations to the Contacts+ and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic in Process Street may require custom JavaScript code.
- Rate limits imposed by Contacts+ and Process Street APIs may affect high-volume workflows.
- Real-time data synchronization is not guaranteed and depends on API availability.
