Process Street and Wealthbox Integration

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Automatically update Wealthbox when tasks are completed in Process Street. Latenode’s visual editor simplifies complex automations and lowers costs with pay-by-execution pricing. Scale client management workflows effortlessly by integrating these platforms.

Swap Apps

Process Street

Wealthbox

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Wealthbox

Create a New Scenario to Connect Process Street and Wealthbox

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

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Connect Process Street

Sign In

Run node once

Add the Wealthbox Node

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

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Wealthbox

Authenticate Wealthbox

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

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Connect Wealthbox

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Run node once

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

Process Street + Wealthbox + Slack: When a client onboarding checklist is completed in Process Street, a summary is sent to Wealthbox to update the client's record. Then, a notification is sent to the sales team on Slack to inform them of the completed onboarding.

Wealthbox + Process Street + Google Calendar: When a new deal closes in Wealthbox, a project is created in Process Street to manage the post-sale process. A kickoff meeting is then scheduled in Google Calendar with the client.

Process Street and Wealthbox 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 Wealthbox

Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.

See how Latenode works

FAQ Process Street and Wealthbox

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

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

Can I automate client onboarding using Process Street and Wealthbox integration?

Yes, you can! Latenode enables automated onboarding by syncing client data and triggering workflows, saving time and ensuring consistency across platforms.

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

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

  • Automatically creating new Wealthbox contacts from Process Street form submissions.
  • Updating contact details in Wealthbox based on Process Street checklist completions.
  • Triggering Process Street checklists when a new client is added to Wealthbox.
  • Generating reports in Process Street based on Wealthbox data analysis.
  • Sending automated welcome emails via Wealthbox upon Process Street task completion.

How easily can I customize Process Street workflows in Latenode?

Latenode provides a visual editor and JavaScript support for highly customized Process Street workflows, beyond simple integrations.

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

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

  • Complex Process Street templates with many fields might require advanced configuration.
  • Real-time data synchronization depends on the API rate limits of Process Street and Wealthbox.
  • Custom fields in Wealthbox might need manual mapping during initial integration setup.

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