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How to connect GoCanvas and Process Street
Create a New Scenario to Connect GoCanvas 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 GoCanvas, triggered by another scenario, or executed manually (for testing purposes). In most cases, GoCanvas or Process Street will be your first step. To do this, click "Choose an app," find GoCanvas or Process Street, and select the appropriate trigger to start the scenario.
Add the GoCanvas Node
Select the GoCanvas node from the app selection panel on the right.
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Configure the GoCanvas
Click on the GoCanvas node to configure it. You can modify the GoCanvas 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 GoCanvas 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 GoCanvas 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 GoCanvas 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 GoCanvas, 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 GoCanvas and Process Street integration works as expected. Depending on your setup, data should flow between GoCanvas 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 GoCanvas and Process Street
GoCanvas + Process Street + Slack: When a new submission is added to GoCanvas and the submission indicates a failure, a new checklist is created in Process Street. Then, a message is sent to a designated Slack channel notifying the team about the failure and the newly created checklist.
Process Street + GoCanvas + Google Sheets: When a Process Street workflow run is completed, a GoCanvas dispatch is created to send a form to a designated person. The data collected in the GoCanvas form submission is then logged to a Google Sheet.
GoCanvas and Process Street integration alternatives
About GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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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 GoCanvas and Process Street
How can I connect my GoCanvas account to Process Street using Latenode?
To connect your GoCanvas account to Process Street on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select GoCanvas and click on "Connect".
- Authenticate your GoCanvas and Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically trigger checklists from completed inspections?
Yes, with Latenode, trigger Process Street checklists upon GoCanvas inspection completion. Benefit from immediate task assignment and streamlined workflows. Customize logic using JavaScript for advanced control.
What types of tasks can I perform by integrating GoCanvas with Process Street?
Integrating GoCanvas with Process Street allows you to perform various tasks, including:
- Create Process Street checklists from newly submitted GoCanvas inspections.
- Update Process Street checklist items based on GoCanvas submission data.
- Trigger GoCanvas report generation when a Process Street checklist is completed.
- Send notifications when a GoCanvas inspection fails to meet certain criteria.
- Store GoCanvas data in Process Street as part of a larger compliance workflow.
How can I map GoCanvas fields to Process Street fields?
Latenode’s visual editor lets you map data between apps. Use built-in tools or JavaScript for complex transformations. Ensure data accuracy and consistency.
Are there any limitations to the GoCanvas and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API availability of both platforms.
- Large data volumes might impact workflow execution speed.
