Process Street and ConvertAPI Integration

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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.

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Process Street

ConvertAPI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and ConvertAPI

Create a New Scenario to Connect Process Street and ConvertAPI

In the workspace, click the β€œCreate 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 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.

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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.

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Connect Process Street

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Run node once

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.

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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.

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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.

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Set Up the Process Street and ConvertAPI 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, ConvertAPI, 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 β€œRun once” 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.

Most powerful ways to connect Process Street and ConvertAPI

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.

Process Street and ConvertAPI 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 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.

See how Latenode works

FAQ Process Street and ConvertAPI

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:

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

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:

  • Automatically convert completed Process Street reports to PDF format.
  • Generate watermarked versions of documents upon checklist completion.
  • Archive completed checklists as searchable PDF/A documents.
  • Convert images submitted via forms into optimized formats.
  • Extract text from documents attached to Process Street tasks.

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:

  • Complex document conversions might require advanced ConvertAPI plan features.
  • The number of concurrent workflows is limited by your Latenode plan.
  • Real-time updates depend on the polling interval set in Latenode.

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