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How to connect Knack and Process Street
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Process Street will be your first step. To do this, click "Choose an app," find Knack or Process Street, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack 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 Knack 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 Knack 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 Knack 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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Knack
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Webhook response
Save and Activate the Scenario
After configuring Knack, 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 Knack and Process Street integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and Process Street
Knack + Process Street + Slack: When a record in Knack is updated, a workflow run is triggered in Process Street. Once the workflow run is created, a message is sent to a Slack channel notifying the team.
Process Street + Knack + Google Sheets: When a Process Street workflow run is completed, the corresponding record in Knack is updated. Finally, a row is added to a Google Sheet to log the completion.
Knack and Process Street integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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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See how Latenode works
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FAQ Knack and Process Street
How can I connect my Knack account to Process Street using Latenode?
To connect your Knack account to Process Street on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate project kickoff from Knack to Process Street?
Yes, you can! Latenode allows triggering Process Street checklists directly from Knack, ensuring consistent project execution. Plus, you can use AI to populate checklist fields.
What types of tasks can I perform by integrating Knack with Process Street?
Integrating Knack with Process Street allows you to perform various tasks, including:
- Automatically creating Process Street checklists from new Knack records.
- Updating Knack records based on Process Street checklist completion.
- Synchronizing data between Knack and Process Street in real-time.
- Triggering automated emails upon checklist completion via Latenode.
- Generating reports by combining data from both Knack and Process Street.
How can I use Knack data to dynamically populate Process Street checklists?
Latenode lets you map Knack fields to Process Street checklist variables. This ensures accurate and personalized checklists every time.
Are there any limitations to the Knack and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript blocks.
- Very high volumes of data transfer may impact performance.
- Custom field types in Knack may need manual configuration.
