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How to connect Process Street and Thankster
Create a New Scenario to Connect Process Street and Thankster
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 Thankster will be your first step. To do this, click "Choose an app," find Process Street or Thankster, 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.
Add the Thankster Node
Next, click the plus (+) icon on the Process Street node, select Thankster from the list of available apps, and choose the action you need from the list of nodes within Thankster.
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Authenticate Thankster
Now, click the Thankster node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Thankster settings. Authentication allows you to use Thankster through Latenode.
Configure the Process Street and Thankster Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Process Street and Thankster 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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Thankster
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Trigger on Webhook
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Process Street
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Webhook response
Save and Activate the Scenario
After configuring Process Street, Thankster, 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 Thankster integration works as expected. Depending on your setup, data should flow between Process Street and Thankster (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 Thankster
Process Street + Thankster + Slack: When a Process Street workflow run is completed, a thank you card is automatically sent via Thankster. A notification is then sent to a designated Slack channel to inform the team.
Process Street + Thankster + Google Sheets: When a Process Street task is checked, a thank you card is sent via Thankster, and the event details, including task and card information, are recorded in a Google Sheets spreadsheet.
Process Street and Thankster 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.
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About Thankster
Use Thankster in Latenode to automate personalized handwritten notes for customers. Trigger notes based on events like purchases or milestones. Enhance CRM workflows by adding a human touch. Latenode lets you manage Thankster requests at scale with no-code logic and custom integrations. Centralize and track all your personalized outreach.
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See how Latenode works
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FAQ Process Street and Thankster
How can I connect my Process Street account to Thankster using Latenode?
To connect your Process Street account to Thankster 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 Thankster accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate sending thank-you cards after Process Street task completion?
Yes, you can! Latenode lets you trigger Thankster cards based on Process Street task status, ensuring timely appreciation. Plus, customize cards with AI for a personal touch.
What types of tasks can I perform by integrating Process Street with Thankster?
Integrating Process Street with Thankster allows you to perform various tasks, including:
- Automatically sending personalized thank-you cards upon project completion.
- Triggering a Thankster mailing when a specific Process Street checklist is finished.
- Sending customized birthday cards based on employee data in Process Street.
- Creating a follow-up card in Thankster when a Process Street task is overdue.
- Notifying team members via Thankster when a Process Street approval is received.
Can I use Javascript code to transform Process Street data before Thankster?
Yes! Latenode lets you use Javascript to modify data received from Process Street, ensuring Thankster receives perfectly formatted information.
Are there any limitations to the Process Street and Thankster integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex HTML formatting within Process Street may not render perfectly in Thankster cards.
- Bulk sending of Thankster cards is subject to Thankster's rate limits.
- Real-time updates from Process Street to Thankster depend on Process Street's API availability.
