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Automatically convert completed Process Street checklists to polished PDFs using ConvertAPI. With Latenode's affordable execution pricing and visual editor, you can easily archive reports and share professional documentation without manual effort.
Connect Process Street and ConvertAPI in minutes with Latenode.
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Create a New Scenario to Connect Process Street and ConvertAPI
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 ConvertAPI will be your first step. To do this, click "Choose an app," find Process Street or ConvertAPI, 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 ConvertAPI Node
Next, click the plus (+) icon on the Process Street node, select ConvertAPI from the list of available apps, and choose the action you need from the list of nodes within ConvertAPI.
Process Street
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ConvertAPI
Authenticate ConvertAPI
Now, click the ConvertAPI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ConvertAPI settings. Authentication allows you to use ConvertAPI through Latenode.
Configure the Process Street and ConvertAPI 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 ConvertAPI 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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ConvertAPI
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, ConvertAPI, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Process Street and ConvertAPI integration works as expected. Depending on your setup, data should flow between Process Street and ConvertAPI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Process Street + ConvertAPI + Google Drive: When a Process Street workflow run is completed, the data is converted to a PDF using ConvertAPI and then uploaded to a specified folder in Google Drive for archiving.
ConvertAPI + Process Street + Slack: When a file conversion is completed via ConvertAPI, a Process Street workflow is run, and then a Slack message is sent to a specified channel, notifying the team that the file conversion and subsequent workflow have been completed.
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 ConvertAPI
Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.
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How can I connect my Process Street account to ConvertAPI using Latenode?
To connect your Process Street account to ConvertAPI on Latenode, follow these steps:
Can I automatically convert files uploaded to Process Street?
Yes, you can! Latenode allows you to trigger ConvertAPI whenever a new file is added to Process Street, automating document conversion and saving you time.
What types of tasks can I perform by integrating Process Street with ConvertAPI?
Integrating Process Street with ConvertAPI allows you to perform various tasks, including:
HowdoesLatenodeenhanceProcessStreetautomationcapabilities?
Latenode adds flexibility by enabling custom logic and AI steps within Process Street workflows, going beyond standard automation limits.
Are there any limitations to the Process Street and ConvertAPI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: