Process Street and Nimble Integration

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Automatically update Nimble with Process Street task completions, ensuring your CRM stays current without manual data entry. Latenode’s affordability lets you scale this automation easily, while JavaScript nodes add customization beyond simple integrations.

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Process Street

Nimble

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Nimble

Create a New Scenario to Connect Process Street and Nimble

In the workspace, click the “Create 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 Nimble will be your first step. To do this, click "Choose an app," find Process Street or Nimble, 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 Nimble Node

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

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Authenticate Nimble

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

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Configure the Process Street and Nimble 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 Nimble 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, Nimble, 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 “Run once” and triggering an event to check if the Process Street and Nimble integration works as expected. Depending on your setup, data should flow between Process Street and Nimble (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 Nimble

Process Street + Nimble + Slack: When a Process Street workflow run is completed for a new client, the automation creates or updates the contact in Nimble and sends a notification to the sales team in Slack.

Nimble + Process Street + Google Sheets: When a deal reaches a certain stage in Nimble (detected via new task), automatically run a specific onboarding workflow in Process Street and log the workflow run details in Google Sheets.

Process Street and Nimble 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 Nimble

Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.

See how Latenode works

FAQ Process Street and Nimble

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

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

Can I automatically update Nimble contacts after Process Street task completion?

Yes, you can! Latenode lets you trigger Nimble updates when Process Street tasks are done, ensuring accurate contact data and streamlined workflows.

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

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

  • Create Nimble contacts from new Process Street form submissions.
  • Update Nimble deals when a Process Street checklist is completed.
  • Trigger Process Street checklists when a new Nimble contact is added.
  • Send customized email sequences from Nimble based on Process Street activity.
  • Generate reports combining Process Street and Nimble data.

How reliable is Process Street integration on Latenode's platform?

Latenode provides a stable Process Street integration supported by advanced error handling and monitoring, ensuring reliable automation.

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

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

  • Complex conditional logic may require JavaScript coding within Latenode.
  • Rate limits of Process Street and Nimble APIs still apply.
  • Historical data migration between the two apps needs manual handling.

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