Process Street and Smsapi Integration

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Automatically trigger SMS updates via Smsapi when a Process Street checklist reaches a key stage. Latenode's visual editor and affordable execution pricing makes it easier than ever to keep stakeholders informed, while scaling automations affordably.

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Process Street

Smsapi

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Smsapi

Create a New Scenario to Connect Process Street and Smsapi

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

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

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Authenticate Smsapi

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

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

Process Street + Smsapi + Slack: When a Process Street workflow run is completed, an SMS message is sent to the client using Smsapi, and a notification is posted to a designated Slack channel to alert the team.

Smsapi + Google Sheets + Process Street: When an SMS message is received, the content is logged into a Google Sheets spreadsheet. If the message contains negative feedback (e.g., keywords like 'problem,' 'issue'), a Process Street workflow is triggered to address the concern.

Process Street and Smsapi 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 Smsapi

Use Smsapi in Latenode to automate SMS notifications and alerts within your workflows. Send appointment reminders, order updates, or critical alerts automatically based on triggers from your apps. Unlike basic SMS integrations, Latenode allows you to customize messages with data transformations and conditional logic, ensuring relevant and timely communication for each user, scaling with your business needs.

See how Latenode works

FAQ Process Street and Smsapi

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

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

Can I send SMS notifications when a Process Street checklist is completed?

Yes, you can! Latenode allows you to trigger SMS messages via Smsapi upon Process Street checklist completion. Automate notifications and speed up critical process communication.

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

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

  • Send SMS reminders for upcoming Process Street task deadlines.
  • Notify team members via SMS when a high-priority Process Street checklist is started.
  • Automatically update clients via SMS when a key milestone in Process Street is reached.
  • Trigger a follow-up SMS survey after a Process Street workflow is completed.
  • Send SMS alerts for Process Street checklist overdue tasks.

HowdoIhandleProcessStreetdataerrorsinLatenodewhenintegratingwithSmsapi?

Latenode's error handling allows you to create dedicated branches in your workflow to manage Process Street data validation and SMS sending failures.

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

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

  • Complex Process Street workflows with many conditional branches may require careful design.
  • Smsapi SMS sending limits are dependent on your Smsapi account plan.
  • File attachments from Process Street are not directly transferable to SMS messages.

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