Process Street and Omnisend Integration

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Automatically trigger Omnisend emails when Process Street tasks are completed. Latenode's visual editor makes complex conditional logic simple, and affordable execution-based pricing ensures cost-effective scaling as your automation grows.

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Process Street

Omnisend

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Omnisend

Create a New Scenario to Connect Process Street and Omnisend

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

Add the Omnisend Node

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

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Authenticate Omnisend

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

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

Process Street + Omnisend + Slack: When a Process Street checklist is completed, a new contact is added to Omnisend with information from the checklist, and a notification is sent to a marketing team channel in Slack.

Omnisend + Process Street + Google Sheets: When a new subscriber is added in Omnisend, a Process Street onboarding checklist is started, and the date the checklist is completed is logged in Google Sheets.

Process Street and Omnisend 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 Omnisend

Use Omnisend in Latenode to automate email & SMS marketing based on real-time data. Connect e-commerce platforms and CRMs, then trigger personalized campaigns. Stop overspending on rigid marketing tools. Latenode's visual editor and flexible logic create scalable automation at a fraction of the cost.

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FAQ Process Street and Omnisend

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

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

Can I trigger email sends based on Process Street checklist completions?

Yes, you can! Latenode allows you to automatically trigger Omnisend email campaigns when a Process Street checklist is completed, ensuring timely communication with involved parties.

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

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

  • Automatically adding new Omnisend subscribers from Process Street form submissions.
  • Sending personalized welcome emails via Omnisend when a new Process Street task is assigned.
  • Updating contact properties in Omnisend based on actions in Process Street checklists.
  • Triggering transactional emails upon Process Street approval steps.
  • Creating Omnisend segments based on Process Street workflow completion status.

What Process Street data can I access in Latenode workflows?

You can access data like checklist names, task assignments, due dates, and form field responses, enabling highly customized automation flows.

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

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

  • Complex data transformations might require JavaScript or AI blocks.
  • Real-time updates depend on the polling interval of the Process Street trigger.
  • Historical data migration between Process Street and Omnisend may need custom scripting.

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