Process Street and Vapi Integration

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Orchestrate personalized sales outreach: trigger Vapi calls when Process Street checklists are completed. Latenode's no-code flexibility makes customization easy, while pay-by-execution pricing ensures cost-effective scaling for any volume.

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Process Street

Vapi

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Vapi

Create a New Scenario to Connect Process Street and Vapi

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

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

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Authenticate Vapi

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

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

Process Street + Vapi + Slack: When a Process Street workflow run is completed, Vapi will initiate an outbound phone call. After the call, the summary is posted to a designated Slack channel.

Vapi + Google Sheets + Process Street: When a Vapi outbound call is completed, the call data and outcomes are logged to Google Sheets. Based on the data logged in Google Sheets, a Process Street workflow run is triggered.

Process Street and Vapi 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 Vapi

Use Vapi in Latenode to validate and standardize address data. Ensure accurate deliveries and prevent errors by cleaning addresses directly within your workflows. Vapi integration inside Latenode makes data cleaning repeatable and scalable without extra coding. Automate address verification as part of lead gen, order processing, or CRM upkeep.

See how Latenode works

FAQ Process Street and Vapi

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

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

Can I automatically call new leads captured in Process Street?

Yes, you can! Latenode allows you to trigger Vapi calls directly from new Process Street entries. Automate lead follow-up and improve response times, without any code.

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

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

  • Automatically initiate a phone call when a new Process Street checklist is created.
  • Send SMS updates to clients based on the status of their Process Street tasks.
  • Record call outcomes directly back into a relevant Process Street checklist item.
  • Use AI in Latenode to summarize call transcripts within Process Street.
  • Trigger a Vapi outbound campaign from a completed Process Street workflow.

Can I use data from Process Street fields to personalize Vapi calls?

Yes! Latenode lets you pass data from Process Street to Vapi, personalizing messages & improving engagement on every automated call.

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

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

  • Complex Process Street logic may require custom JavaScript within Latenode.
  • Vapi call costs are separate and depend on your Vapi subscription plan.
  • Rate limits on Process Street and Vapi APIs might affect high-volume workflows.

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