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Automatically trigger Process Street checklists from NoCRM deal stages. Latenode’s visual editor and affordable execution pricing make setting up and maintaining this automation simpler than ever, ensuring consistent process adherence and reporting.
Connect NoCRM and Process Street in minutes with Latenode.
Create NoCRM to Process Street workflow
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Process Street
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Create a New Scenario to Connect NoCRM 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Process Street will be your first step. To do this, click "Choose an app," find NoCRM or Process Street, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
NoCRM
Add the Process Street Node
Next, click the plus (+) icon on the NoCRM node, select Process Street from the list of available apps, and choose the action you need from the list of nodes within Process Street.
NoCRM
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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 NoCRM 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 NoCRM and Process Street Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Process Street
Trigger on Webhook
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NoCRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring NoCRM, 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 NoCRM and Process Street integration works as expected. Depending on your setup, data should flow between NoCRM and Process Street (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NoCRM + Process Street + Slack: When a deal reaches a specific status in NoCRM, a new client onboarding checklist is automatically created in Process Street, and a notification is sent to a designated Slack channel to alert the team.
Process Street + NoCRM + Google Sheets: When a client onboarding checklist is completed in Process Street, the corresponding deal stage is updated in NoCRM, and a log entry is added to a Google Sheets spreadsheet for tracking purposes.
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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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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How can I connect my NoCRM account to Process Street using Latenode?
To connect your NoCRM account to Process Street on Latenode, follow these steps:
Can I automatically create Process Street checklists from new NoCRM leads?
Yes, you can! Latenode allows seamless automation; when a new lead is created in NoCRM, a corresponding checklist is instantly generated in Process Street, streamlining onboarding.
What types of tasks can I perform by integrating NoCRM with Process Street?
Integrating NoCRM with Process Street allows you to perform various tasks, including:
Can I customize data mapping between NoCRM and Process Street on Latenode?
Yes, Latenode provides complete control over data mapping, even using JavaScript for advanced transformations.
Are there any limitations to the NoCRM and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: