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Automatically grant Circle community access upon Process Street task completion, ensuring seamless onboarding. Latenode's visual editor and affordable execution pricing make customized access control workflows easier to build and scale.
Connect Process Street and Circle in minutes with Latenode.
Create Process Street to Circle workflow
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Create a New Scenario to Connect Process Street and Circle
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 Circle will be your first step. To do this, click "Choose an app," find Process Street or Circle, 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.
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.
Add the Circle Node
Next, click the plus (+) icon on the Process Street node, select Circle from the list of available apps, and choose the action you need from the list of nodes within Circle.
Process Street
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Circle
Authenticate Circle
Now, click the Circle node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Circle settings. Authentication allows you to use Circle through Latenode.
Configure the Process Street and Circle 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 Circle 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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Circle
Trigger on Webhook
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Process Street
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Process Street, Circle, 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 Circle integration works as expected. Depending on your setup, data should flow between Process Street and Circle (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Process Street + Circle + Slack: When a Process Street workflow run is completed, a message is posted in a Circle community channel and a Slack notification is sent.
Circle + Process Street + Google Sheets: When a new member joins a Circle community, a new onboarding workflow run is created in Process Street and the member's information is logged in Google Sheets.
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 Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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How can I connect my Process Street account to Circle using Latenode?
To connect your Process Street account to Circle on Latenode, follow these steps:
Can I automatically create Circle posts from completed Process Street checklists?
Yes, you can! Latenode lets you trigger Circle posts when Process Street checklists are done, streamlining community updates and progress reports automatically.
What types of tasks can I perform by integrating Process Street with Circle?
Integrating Process Street with Circle allows you to perform various tasks, including:
Can I use JavaScript to customize my Process Street automations?
Yes! Latenode supports JavaScript, letting you deeply customize data transformation between Process Street and Circle beyond simple field mapping.
Are there any limitations to the Process Street and Circle integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: