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How to connect Monday and Process Street
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Process Street will be your first step. To do this, click "Choose an app," find Monday or Process Street, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday 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 Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Process Street integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Process Street
Monday + Process Street + Slack: When a specific column is updated in Monday, a workflow run is triggered in Process Street. Upon completion of the workflow run, a message is sent to a Slack channel notifying the project team.
Process Street + Monday + Google Sheets: When a Process Street workflow run is completed, the automation updates a project's status in Monday and records the completion data in Google Sheets for tracking and analysis.
Monday and Process Street integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Process Street
How can I connect my Monday account to Process Street using Latenode?
To connect your Monday account to Process Street on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate onboarding tasks from Monday to Process Street?
Yes, you can! Latenode lets you trigger Process Street checklists from Monday, ensuring consistent onboarding. Plus, use AI for personalized steps!
What types of tasks can I perform by integrating Monday with Process Street?
Integrating Monday with Process Street allows you to perform various tasks, including:
- Automatically creating Process Street checklists when a new Monday item is added.
- Updating Monday item statuses based on Process Street checklist completion.
- Triggering a Monday notification when a Process Street checklist is overdue.
- Centralizing task management from Process Street into a unified Monday dashboard.
- Using data from Monday to dynamically pre-fill fields in Process Street checklists.
How do I handle complex data transformations between Monday and Process Street?
Latenode lets you use JavaScript and AI for intricate data mapping, providing flexibility beyond simple field-to-field integrations.
Are there any limitations to the Monday and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the APIs of both Monday and Process Street.
- Advanced workflow logic may require some JavaScript coding for complex transformations.
- The number of operations per month depends on your Latenode subscription plan.
