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How to connect Process Street and Contacts+
Create a New Scenario to Connect Process Street and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find Process Street or Contacts+, 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 Contacts+ Node
Next, click the plus (+) icon on the Process Street node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Process Street and Contacts+ 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 Contacts+ 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, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Process Street and Contacts+ (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 Contacts+
Process Street + Contacts+ + Slack: When a task is completed in Process Street, the contact details are updated in Contacts+ and a message is sent to a Slack channel to notify the team.
Contacts+ + Process Street + Google Sheets: When a new contact is added in Contacts+, a new workflow run is initiated in Process Street. The details of the new contact are then logged in Google Sheets.
Process Street and Contacts+ 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 Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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FAQ Process Street and Contacts+
How can I connect my Process Street account to Contacts+ using Latenode?
To connect your Process Street account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update contacts after a Process Street workflow?
Yes, you can! Latenode lets you automatically update Contacts+ after completing a Process Street workflow. This saves time and ensures data accuracy across both platforms.
What types of tasks can I perform by integrating Process Street with Contacts+?
Integrating Process Street with Contacts+ allows you to perform various tasks, including:
- Create a new contact in Contacts+ when a Process Street checklist is completed.
- Update contact details in Contacts+ based on Process Street form submissions.
- Trigger a Process Street checklist when a new contact is added to Contacts+.
- Add notes to a Contacts+ contact after a related task in Process Street is finished.
- Synchronize contact information between Process Street and Contacts+ regularly.
How do I handle errors when integrating Process Street on Latenode?
Latenode provides built-in error handling, allowing you to monitor, log, and retry failed Process Street and Contacts+ workflow executions.
Are there any limitations to the Process Street and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Process Street workflows with many steps may require careful planning.
- Rate limits imposed by Process Street and Contacts+ APIs can affect high-volume integrations.
- Custom fields in Process Street may require specific configuration in Latenode.
