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Automatically trigger tailored Process Street checklists from LiveChat interactions, ensuring consistent support. Latenode's visual editor and JavaScript support make custom routing easy, and you only pay for execution time.
Connect Process Street and LiveChat in minutes with Latenode.
Create Process Street to LiveChat workflow
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Create a New Scenario to Connect Process Street and LiveChat
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 LiveChat will be your first step. To do this, click "Choose an app," find Process Street or LiveChat, 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 LiveChat Node
Next, click the plus (+) icon on the Process Street node, select LiveChat from the list of available apps, and choose the action you need from the list of nodes within LiveChat.
Process Street
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LiveChat
Authenticate LiveChat
Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.
Configure the Process Street and LiveChat 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 LiveChat 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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LiveChat
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, LiveChat, 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 LiveChat integration works as expected. Depending on your setup, data should flow between Process Street and LiveChat (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Process Street + LiveChat + Slack: When a Process Street workflow run is completed, the LiveChat team receives a notification to follow up with the relevant contact. A summary of the workflow run is then posted in a designated Slack channel.
LiveChat + Process Street + Jira: When a new chat conversation begins in LiveChat, a corresponding Process Street checklist is automatically created. Details are also logged as a new issue in Jira for tracking and resolution.
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.
Related categories
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context β all visually, and without code.
Related categories
How can I connect my Process Street account to LiveChat using Latenode?
To connect your Process Street account to LiveChat on Latenode, follow these steps:
Can I automatically create Process Street checklists from new LiveChat transcripts?
Yes, you can! Latenode's visual editor makes it easy to trigger checklist creation in Process Street from new LiveChat transcripts, ensuring seamless follow-up and task management.
What types of tasks can I perform by integrating Process Street with LiveChat?
Integrating Process Street with LiveChat allows you to perform various tasks, including:
How easily can I customize data mappings in Latenode?
Latenode's data mapping is highly customizable via no-code transformers, JavaScript code blocks, or AI, letting you handle any data format.
Are there any limitations to the Process Street and LiveChat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: