Process Street and JustCall Integration

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Automatically trigger JustCall actions from Process Street checklist completions, creating streamlined call workflows. Customize logic with JavaScript, scale affordably and ensure consistent follow-up.

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Process Street

JustCall

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and JustCall

Create a New Scenario to Connect Process Street and JustCall

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 JustCall will be your first step. To do this, click "Choose an app," find Process Street or JustCall, 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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Connect Process Street

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Run node once

Add the JustCall Node

Next, click the plus (+) icon on the Process Street node, select JustCall from the list of available apps, and choose the action you need from the list of nodes within JustCall.

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Authenticate JustCall

Now, click the JustCall node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your JustCall settings. Authentication allows you to use JustCall through Latenode.

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Configure the Process Street and JustCall 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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Run node once

Set Up the Process Street and JustCall 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, JustCall, 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 JustCall integration works as expected. Depending on your setup, data should flow between Process Street and JustCall (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 JustCall

Process Street + JustCall + Slack: When a Process Street workflow run is completed, the automation retrieves the call summary from JustCall based on contact details found in Process Street and sends a notification with the summary to the relevant Slack channel.

JustCall + Process Street + Google Sheets: After a call is completed in JustCall, a new task is created in Process Street for follow-up actions, and the call details are logged in a Google Sheets spreadsheet for record-keeping and analysis.

Process Street and JustCall 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 JustCall

Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.

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FAQ Process Street and JustCall

How can I connect my Process Street account to JustCall using Latenode?

To connect your Process Street account to JustCall 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 JustCall accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically trigger calls when a Process Street task is completed?

Yes, you can! Use Latenode to trigger JustCall calls upon Process Street task completion. This ensures immediate follow-up, improving response times and customer engagement.

What types of tasks can I perform by integrating Process Street with JustCall?

Integrating Process Street with JustCall allows you to perform various tasks, including:

  • Automatically creating JustCall tasks from Process Street checklist items.
  • Logging call details in Process Street after a JustCall call is completed.
  • Updating Process Street checklists based on JustCall SMS responses.
  • Triggering Process Street workflows when a new contact is added in JustCall.
  • Sending SMS notifications via JustCall for overdue Process Street tasks.

Can I use JavaScript to transform data between Process Street and JustCall?

Yes! Latenode allows you to use JavaScript code blocks to transform data, ensuring seamless compatibility between Process Street and JustCall data structures.

Are there any limitations to the Process Street and JustCall integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require JavaScript knowledge.
  • Real-time synchronization depends on the API rate limits of both apps.
  • Custom fields in Process Street and JustCall require careful mapping.

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