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How to connect Basin and CloudTalk
Create a New Scenario to Connect Basin and CloudTalk
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 Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or CloudTalk will be your first step. To do this, click "Choose an app," find Basin or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Basin node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
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Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Basin and CloudTalk 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 Basin and CloudTalk 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Basin, CloudTalk, 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 Basin and CloudTalk integration works as expected. Depending on your setup, data should flow between Basin and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Basin and CloudTalk
Basin + CloudTalk + Slack: When a new submission is received in Basin, a new activity is created in CloudTalk to log the interaction, and a notification is sent to a Slack channel informing the team of the new submission.
CloudTalk + Basin + Google Sheets: When a new call is logged in CloudTalk, the call data is added to Basin as a submission, and that submission data populates a lead tracking sheet in Google Sheets.
Basin and CloudTalk integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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See how Latenode works
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FAQ Basin and CloudTalk
How can I connect my Basin account to CloudTalk using Latenode?
To connect your Basin account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically call new Basin form submitters?
Yes, you can! Latenode allows triggering CloudTalk calls when a new form is submitted in Basin, improving response times and lead engagement through immediate outreach.
What types of tasks can I perform by integrating Basin with CloudTalk?
Integrating Basin with CloudTalk allows you to perform various tasks, including:
- Create CloudTalk contacts from new Basin form submissions.
- Send SMS messages via CloudTalk when a Basin form is received.
- Log CloudTalk call data within a designated Basin form.
- Update CloudTalk contact details using data from Basin forms.
- Trigger internal notifications in Latenode based on call outcomes.
How do I handle file uploads from Basin forms within Latenode?
Latenode can parse file uploads from Basin, enabling you to extract data and dynamically route it into CloudTalk call scripts.
Are there any limitations to the Basin and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits apply based on your Basin and CloudTalk subscription tiers.
- Custom field mapping requires careful configuration.
