Process Street and Circle Integration

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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.

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Process Street

Circle

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Circle

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.

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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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Connect Process Street

Sign In

Run node once

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.

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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.

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Connect Circle

Sign In

Run node once

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.

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The action ID

Run node once

Set Up the Process Street and Circle 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, 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.

Most powerful ways to connect Process Street and Circle

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.

Process Street and Circle 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 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.

See how Latenode works

FAQ Process Street and Circle

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:

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

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:

  • Automatically creating Circle discussion topics from Process Street tasks.
  • Sending welcome messages in Circle when new Process Street checklists start.
  • Updating Circle members when a Process Street project reaches key milestones.
  • Collecting Circle feedback and adding it directly to Process Street procedures.
  • Notifying a Circle channel when a Process Street approval step is completed.

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:

  • Complex conditional logic may require JavaScript coding knowledge.
  • Rate limits of the Process Street and Circle APIs can affect high-volume workflows.
  • Real-time synchronization depends on webhooks and may experience minor delays.

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