#4.2 Process Studio Editor – Nodes

A. What Are Nodes?

Nodes are the building blocks of your automated processes in Process Studio. Each node represents a step or action in the process. By combining different types of nodes, you create a process that runs smoothly from start to finish.

Types of nodes include:

• Start Node: Marks the beginning of the process.
• Action Nodes: Perform specific tasks like sending emails or updating records.
• Conditional Nodes: Make decisions based on rules (If/Else).
• End Nodes: Mark the completion of the process.

B. Start and End Nodes

• Start Node: Indicates where your process begins. No setup needed.
• End Node: Marks the process’s completion. No setup needed.

These nodes are informational and cannot be configured.

C. Adding New Nodes

You can add nodes in two ways:

• Option 1: Click the plus icon and then select New Node.
• Option 2: Click and drag the blue dot (connection point) to add a new node.
  

D. Managing Nodes

Rename a Node:

1. Click the Node menu.
2. Select Rename.
3. Type the new name.
4. Press Enter or click the check icon.

Duplicate a Node:

1. Click the Node menu.
2. Select Duplicate.
3. A copy of the node with the same settings appears automatically.

Add a Note to a Node:

1. Click the Node menu.
2. Select Add Note.
3. Enter your note.
4. Click the check icon to save.

Delete a Node:

1. Click the Node menu.
2. Select Delete.
   

⚠️ Deleting a node cannot be undone. Use with caution.

E. Connecting Nodes

Nodes are linked to define the process flow:

• Drag from one node’s blue connection point to another to create a connection.
  

F. Special Node Types

If/Else (Conditional) Node:

• Makes decisions by checking conditions and routing the flow based on True or False.
• Add it via the connector button > If/Else (Conditional).
• Select the First Value
  • Opens the Data Drawer
  • Pick the source (Node or Trigger)
  • Choose an output field
• Select the Conditional Operator
  Choose from:
  • Equals / Not Equals
  • Contains / Not Contains
  • Starts With / Ends With
  • Does Not Start With / Does Not End With
    

Loop Over Items Node

Used to repeat actions for each item in a list (e.g., processing multiple records).

• Add it via connector button > Loop Over Items.
• Define the data list and configure the loop path.
• When finished, the process continues along the “Finally” path.

Note: You need a list-type data point for this node to work.

G. Ending a Process

You can end a process by:

• Clicking the connector button and selecting End.
• Or dragging a node’s connector to the existing End node.

H. Configuring a Node

Each node must be set up with the desired function:

1. Click the node, then click Choose to select your app.

Pick between:

• Your Connected Apps: Third-party apps linked to Neodeluxe.
• Built-in Tools: Native features of Neodeluxe.

2. Configure the fields shown based on your choice.
3. Click Save to apply and validate.
   

I. Editing Node Setup

To change a node’s settings anytime:

1. Click the node, then click Edit.
2. To change the actions, click Choose to pick between Connected Apps or Built-in Tools.
3. Adjust the fields as needed.
4. Click Save.
   

J. You’ve Learned

Nodes are the core units in Process Studio that define every step of your automation. Understanding how to add, connect, configure, and manage nodes helps you build flexible, efficient processes that fit your business needs.

Next Module: Process Studio Editor – Data Drawer.