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How to connect Canny and CloudTalk
Create a New Scenario to Connect Canny 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 Canny, triggered by another scenario, or executed manually (for testing purposes). In most cases, Canny or CloudTalk will be your first step. To do this, click "Choose an app," find Canny or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Canny Node
Select the Canny node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Canny 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 Canny 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 Canny 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 Canny, 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 Canny and CloudTalk integration works as expected. Depending on your setup, data should flow between Canny 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 Canny and CloudTalk
Canny + Slack + CloudTalk: When a new vote is cast on a Canny feature request, a message is sent to a designated Slack channel. This notifies the support team, who can then use CloudTalk to proactively inform users about the feature's progress when they call.
CloudTalk + Canny + Zendesk: When a new call comes into CloudTalk, the system logs the call as an activity in CloudTalk and creates a post in Canny to track feature requests mentioned during the call. When the feature request is resolved in Canny, the corresponding Zendesk ticket is updated with a comment.
Canny and CloudTalk integration alternatives
About Canny
Integrate Canny with Latenode to automate feedback management. Capture user suggestions and bug reports directly, then route them to the right teams. Use AI to categorize input, update task trackers, and notify users of progress, automating the feedback loop and improving responsiveness.
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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 Canny and CloudTalk
How can I connect my Canny account to CloudTalk using Latenode?
To connect your Canny account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Canny and click on "Connect".
- Authenticate your Canny and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update CloudTalk when new Canny feedback arrives?
Yes, you can! Latenode's visual editor and AI blocks make it easy to create workflows that sync new Canny feedback to CloudTalk, keeping your support team instantly informed for faster, more effective responses.
What types of tasks can I perform by integrating Canny with CloudTalk?
Integrating Canny with CloudTalk allows you to perform various tasks, including:
- Create CloudTalk call tasks when a new feature request is posted on Canny.
- Send Canny post updates to CloudTalk agents for proactive customer support.
- Automatically log call outcomes from CloudTalk as comments in Canny.
- Trigger CloudTalk SMS messages based on changes to Canny feedback status.
- Update Canny posts with CloudTalk call summaries via AI-powered analysis.
Can I filter Canny feedback before triggering actions in CloudTalk?
Yes, Latenode lets you filter Canny feedback using keywords, tags, or user segments, ensuring only relevant information triggers actions in CloudTalk, avoiding unnecessary alerts.
Are there any limitations to the Canny and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on API availability and rate limits.
- Complex data transformations might require JavaScript coding.
- Historical data migration between the two apps isn't supported directly.
