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How to connect Process Street and Alegra
Create a New Scenario to Connect Process Street and Alegra
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 Process Street, triggered by another scenario, or executed manually (for testing purposes). In most cases, Process Street or Alegra will be your first step. To do this, click "Choose an app," find Process Street or Alegra, and select the appropriate trigger to start the scenario.
Add the Process Street Node
Select the Process Street node from the app selection panel on the right.
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Configure the Process Street
Click on the Process Street node to configure it. You can modify the Process Street URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Alegra Node
Next, click the plus (+) icon on the Process Street node, select Alegra from the list of available apps, and choose the action you need from the list of nodes within Alegra.
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Authenticate Alegra
Now, click the Alegra node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Alegra settings. Authentication allows you to use Alegra through Latenode.
Configure the Process Street and Alegra 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 Process Street and Alegra 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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Alegra
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Process Street, Alegra, 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 Process Street and Alegra integration works as expected. Depending on your setup, data should flow between Process Street and Alegra (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Process Street and Alegra
Process Street + Alegra + Slack: When a checklist is completed in Process Street, a summary is sent to Alegra as a contact and then a notification is posted in a Slack channel.
Alegra + Process Street + Google Sheets: When a new invoice is created in Alegra, a new checklist is created in Process Street and the invoice data is logged to Google Sheets.
Process Street and Alegra integration alternatives
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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About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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See how Latenode works
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FAQ Process Street and Alegra
How can I connect my Process Street account to Alegra using Latenode?
To connect your Process Street account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Process Street and click on "Connect".
- Authenticate your Process Street and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Alegra when a Process Street checklist is completed?
Yes, you can! Latenode lets you trigger actions in Alegra from Process Street, ensuring real-time updates and eliminating manual data entry, saving you time.
What types of tasks can I perform by integrating Process Street with Alegra?
Integrating Process Street with Alegra allows you to perform various tasks, including:
- Create a new contact in Alegra when a Process Street form is submitted.
- Update invoice status in Alegra based on a Process Street checklist.
- Generate a project in Alegra from a Process Street workflow completion.
- Log completed Process Street tasks as activities in Alegra.
- Trigger a Process Street checklist when a new invoice is created in Alegra.
HowdoesLatenodehandlecomplexProcessStreetandAlegraworkflows?
Latenode manages complexity with visual tools, JavaScript support, and AI, enabling advanced data manipulation for scalable Process Street + Alegra integrations.
Are there any limitations to the Process Street and Alegra 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 updates depend on the API availability of both apps.
- Large data volumes may impact performance without optimization.
