Process Street and Systeme IO Integration

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Automatically update Systeme IO with Process Street checklist data, streamlining onboarding and sales processes. Latenode’s visual editor makes complex logic simple, and its affordable execution-based pricing scales perfectly with your business growth.

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Process Street

Systeme IO

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Systeme IO

Create a New Scenario to Connect Process Street and Systeme IO

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 Systeme IO will be your first step. To do this, click "Choose an app," find Process Street or Systeme IO, 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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Sign In

Run node once

Add the Systeme IO Node

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

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Systeme IO

Authenticate Systeme IO

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

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

Process Street + Systeme IO + Slack: When a Process Street workflow run is completed, a new contact is created in Systeme IO. Subsequently, a notification is sent to a Slack channel to inform the team about the new student.

Systeme IO + Process Street + Google Sheets: When a new event (e.g., a sale) occurs in Systeme IO, a Process Street onboarding workflow is initiated. The details of the sale are then logged in a Google Sheets spreadsheet.

Process Street and Systeme IO 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 Systeme IO

Use Systeme IO in Latenode to automate marketing workflows. Connect it to other apps, process form data, and manage contacts in a visual builder. Unlike standalone setups, Latenode lets you add custom logic with JavaScript, enrich data, and scale automation without step limits. Perfect for complex marketing funnels.

See how Latenode works

FAQ Process Street and Systeme IO

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

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

Can I automatically enroll Systeme IO students in Process Street checklists?

Yes, you can! Latenode enables automated enrollment, ensuring students instantly receive relevant checklists. Benefit from personalized guidance and efficient onboarding, thanks to Latenode's dynamic workflows.

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

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

  • Automatically creating Systeme IO contacts from completed Process Street checklists.
  • Triggering Process Street workflows when a new sale occurs in Systeme IO.
  • Updating customer details in Systeme IO based on Process Street form submissions.
  • Sending customized emails via Systeme IO after Process Street task completion.
  • Generating reports in Process Street based on Systeme IO sales data.

Can I use JavaScript code to extend Process Street’s functionality?

Yes! Latenode supports JavaScript blocks to customize your Process Street automations. This means more complex calculations and data transformations are possible.

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

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

  • Complex nested data structures may require custom JavaScript parsing.
  • Real-time synchronization might experience delays depending on API rate limits.
  • The integration relies on the availability of Process Street and Systeme IO APIs.

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