Process Street and Attio Integration

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Automatically update Attio contacts based on Process Street workflow completions, ensuring your CRM reflects the latest project status. Latenode’s affordable execution-based pricing and flexible no-code editor make this easier to scale and customize than ever.

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Process Street

Attio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Attio

Create a New Scenario to Connect Process Street and Attio

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 Attio will be your first step. To do this, click "Choose an app," find Process Street or Attio, 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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Process Street

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.

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Connect Process Street

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Run node once

Add the Attio Node

Next, click the plus (+) icon on the Process Street node, select Attio from the list of available apps, and choose the action you need from the list of nodes within Attio.

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Authenticate Attio

Now, click the Attio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Attio settings. Authentication allows you to use Attio through Latenode.

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Connect Attio

Sign In

Run node once

Configure the Process Street and Attio 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 Process Street and Attio 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 Process Street, Attio, 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 Attio integration works as expected. Depending on your setup, data should flow between Process Street and Attio (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 Attio

Process Street + Attio + Slack: When a task is completed in Process Street, find the associated client record in Attio and create a note on their profile. Then, send a Slack notification about the update.

Attio + Process Street + Google Sheets: When a new client is added to Attio, create a new onboarding checklist in Process Street and log the client's information in Google Sheets.

Process Street and Attio 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.

About Attio

Use Attio in Latenode to automate contact and relationship management. Sync data, trigger actions based on contact updates, and build custom workflows that span multiple apps. Latenode’s flexibility lets you enrich Attio data with AI or other sources, creating smarter, automated CRM processes.

See how Latenode works

FAQ Process Street and Attio

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

To connect your Process Street account to Attio 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 Attio accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Attio contacts from Process Street?

Yes! Latenode allows automated contact updates in Attio triggered by Process Street checklists. Keep your CRM current without manual data entry—a huge time saver!

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

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

  • Create new Attio contacts when a Process Street checklist is completed.
  • Update an Attio record based on data from a Process Street checklist.
  • Trigger Process Street checklists from Attio record updates.
  • Log Process Street activity against Attio contacts automatically.
  • Generate custom reports combining data from both Process Street and Attio.

How secure is my Process Street data when using Latenode?

Latenode uses secure OAuth connections and encrypts sensitive data. Your Process Street information is protected throughout the integration process.

Are there any limitations to the Process Street and Attio integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require custom JavaScript code.
  • Real-time updates are subject to API rate limits from both platforms.
  • Very large data volumes may impact workflow execution speed.

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