Process Street and Youform Integration

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Automatically trigger Process Street workflows from new Youform submissions, using Latenode’s visual editor to add custom logic or JavaScript steps for advanced data handling and affordable scaling.

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Process Street

Youform

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Youform

Create a New Scenario to Connect Process Street and Youform

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 Youform will be your first step. To do this, click "Choose an app," find Process Street or Youform, 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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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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Run node once

Add the Youform Node

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

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Authenticate Youform

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

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

Youform + Process Street + Slack: When a new submission is received in Youform, a workflow is initiated in Process Street, and a notification with a summary of the submission is sent to a designated Slack channel.

Youform + Google Sheets + Process Street: On submission of a Youform, the data is added as a new row in Google Sheets. This addition triggers a workflow run in Process Street related to data analysis or reporting.

Process Street and Youform 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 Youform

Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.

See how Latenode works

FAQ Process Street and Youform

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

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

Can I automate lead capture from Youform into Process Street?

Yes, you can! Latenode lets you automatically create Process Street checklists from Youform submissions. Improve efficiency and track leads easily using flexible workflows.

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

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

  • Automatically creating new Process Street checklists from Youform submissions.
  • Updating Process Street checklist tasks based on Youform responses.
  • Triggering Youform notifications when a Process Street checklist is completed.
  • Adding data from Youform entries to Process Street checklist variables.
  • Using AI in Latenode to enrich form data before it enters Process Street.

HowdotoProcessStreetchecklistsinresponsetoYouformentries?

Latenode's visual editor allows you to map Youform data fields directly into Process Street checklist creation, automating data transfer seamlessly.

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

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

  • Complex data transformations might require JavaScript knowledge.
  • Real-time updates depend on the polling interval of the connected apps.
  • Large volumes of data may impact workflow execution speed.

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