Omnisend and Process Street Integration

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Automatically trigger Process Street checklists from Omnisend events like new subscribers or purchases. Latenode’s visual editor and affordable execution pricing makes scaling customer onboarding and engagement workflows simple and cost effective.

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Omnisend

Process Street

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Omnisend and Process Street

Create a New Scenario to Connect Omnisend 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 Omnisend, triggered by another scenario, or executed manually (for testing purposes). In most cases, Omnisend or Process Street will be your first step. To do this, click "Choose an app," find Omnisend or Process Street, and select the appropriate trigger to start the scenario.

Add the Omnisend Node

Select the Omnisend node from the app selection panel on the right.

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Omnisend

Configure the Omnisend

Click on the Omnisend node to configure it. You can modify the Omnisend URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Process Street Node

Next, click the plus (+) icon on the Omnisend 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.

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Process Street

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Configure the Omnisend 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.

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Run node once

Set Up the Omnisend 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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Save and Activate the Scenario

After configuring Omnisend, 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 Omnisend and Process Street integration works as expected. Depending on your setup, data should flow between Omnisend 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 Omnisend and Process Street

Omnisend + Process Street + Slack: When a new contact is added in Omnisend, an onboarding checklist is automatically started in Process Street. Once the checklist is initiated, a notification is sent to a designated Slack channel to alert the team.

Process Street + Omnisend + Google Sheets: Upon completion of a checklist in Process Street, customer data is updated in Omnisend. Simultaneously, the completion event and relevant customer details are recorded in a Google Sheets spreadsheet for tracking and analysis.

Omnisend and Process Street integration alternatives

About Omnisend

Use Omnisend in Latenode to automate email & SMS marketing based on real-time data. Connect e-commerce platforms and CRMs, then trigger personalized campaigns. Stop overspending on rigid marketing tools. Latenode's visual editor and flexible logic create scalable automation at a fraction of the cost.

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 Omnisend and Process Street

How can I connect my Omnisend account to Process Street using Latenode?

To connect your Omnisend account to Process Street on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Omnisend and click on "Connect".
  • Authenticate your Omnisend and Process Street accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger email campaigns from Process Street task completions?

Yes, you can! Latenode allows you to trigger targeted Omnisend email campaigns when a Process Street task is completed, streamlining your customer communication. Use no-code blocks or JavaScript for advanced logic.

What types of tasks can I perform by integrating Omnisend with Process Street?

Integrating Omnisend with Process Street allows you to perform various tasks, including:

  • Automatically add new Omnisend subscribers from Process Street form submissions.
  • Send personalized welcome emails via Omnisend upon task completion in Process Street.
  • Update contact properties in Omnisend based on Process Street checklist progress.
  • Create Process Street tasks from new Omnisend subscriber sign-ups.
  • Trigger internal notifications for sales teams based on Omnisend campaign activity.

How does Latenode enhance the Omnisend integration?

Latenode enhances Omnisend by providing advanced workflow logic, AI-powered content generation, and the ability to incorporate JavaScript for complex data transformations.

Are there any limitations to the Omnisend 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 knowledge.
  • Rate limits of Omnisend and Process Street still apply.
  • Initial setup requires API key configuration for both apps.

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