Process Street and Microsoft Teams Integration

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Process Street

Microsoft Teams

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Microsoft Teams

Create a New Scenario to Connect Process Street and Microsoft Teams

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 Microsoft Teams will be your first step. To do this, click "Choose an app," find Process Street or Microsoft Teams, 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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Run node once

Add the Microsoft Teams Node

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

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Authenticate Microsoft Teams

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

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Configure the Process Street and Microsoft Teams 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 Microsoft Teams 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, Microsoft Teams, 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 Microsoft Teams integration works as expected. Depending on your setup, data should flow between Process Street and Microsoft Teams (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 Microsoft Teams

Process Street + Asana + Microsoft Teams: When a task is completed in Process Street, a corresponding task is created in Asana, and a notification is sent to a Microsoft Teams channel.

Microsoft Teams + Process Street + Jira: When a new message is posted to a specific channel in Microsoft Teams, a new task is created in Process Street and a bug is logged in Jira.

Process Street and Microsoft Teams 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 Microsoft Teams

Use Microsoft Teams in Latenode to automate notifications and approvals. Instead of manual updates, automatically post messages based on triggers from other apps (like CRM or databases). Streamline workflows and improve team communication by connecting Teams to your automated processes without complex coding.

See how Latenode works

FAQ Process Street and Microsoft Teams

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

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

Can I get notified in Teams when a Process Street checklist is completed?

Yes, you can! Latenode allows real-time notifications in Microsoft Teams for Process Street checklist completions, improving team awareness and workflow efficiency.

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

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

  • Send a Teams message when a new Process Street checklist is created.
  • Automatically update a Teams channel when a checklist task is completed.
  • Post a summary of a completed Process Street checklist to a Teams channel.
  • Create a new Process Street checklist from a Microsoft Teams command.
  • Trigger Process Street workflows based on activities in Microsoft Teams.

How do I handle complex data transformations between apps?

Latenode allows complex data transformations using JavaScript code blocks, ensuring seamless data mapping between Process Street and Microsoft Teams.

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

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

  • File size limits may apply when transferring files between the apps.
  • Complex custom fields in Process Street may require advanced mapping.
  • Rate limits imposed by Process Street and Microsoft Teams may affect high-volume workflows.

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