Process Street and Brilliant Directories Integration

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Automatically update member directories in Brilliant Directories from Process Street checklists. Latenode’s visual editor makes complex data mappings easy, and affordable pricing keeps costs low as your directory grows.

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Process Street

Brilliant Directories

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Brilliant Directories

Create a New Scenario to Connect Process Street and Brilliant Directories

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

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Sign In

Run node once

Add the Brilliant Directories Node

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

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Process Street

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Brilliant Directories

Authenticate Brilliant Directories

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

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

Process Street + Brilliant Directories + Slack: When a new user completes an onboarding checklist in Process Street, a user profile is automatically created in Brilliant Directories. Subsequently, a welcome message is sent to the new user via Slack.

Brilliant Directories + Process Street + Google Sheets: When a new directory listing is created in Brilliant Directories, a Process Street checklist is triggered for admin review. The results of the review are then tracked in a Google Sheet.

Process Street and Brilliant Directories 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 Brilliant Directories

Orchestrate Brilliant Directories data within Latenode to automate member management and content workflows. Sync directory listings with CRMs, trigger email sequences based on membership changes, or automate content moderation. Extend directory features with Latenode's AI tools and custom JavaScript actions.

See how Latenode works

FAQ Process Street and Brilliant Directories

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

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

Can I automate member onboarding after a Process Street checklist is completed?

Yes, you can! Latenode enables automation, instantly adding new Brilliant Directories members upon Process Street checklist completion. This streamlines onboarding and improves member experience.

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

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

  • Automatically creating new member profiles in Brilliant Directories.
  • Triggering Process Street checklists when a new member joins.
  • Updating member details in Brilliant Directories based on checklist completion.
  • Sending automated welcome emails via Brilliant Directories after checklist completion.
  • Managing member access based on Process Street approval workflows.

How does Latenode handle complex Process Street data when updating Brilliant Directories?

Latenode transforms data seamlessly. Use JavaScript blocks to parse and format complex Process Street data before updating Brilliant Directories, ensuring data integrity.

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

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

  • Real-time synchronization of all data fields may not be supported.
  • Complex Process Street workflows with multiple branches might require custom JavaScript.
  • Large-scale data migrations might require careful planning and execution.

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