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How to connect Circle and CloudTalk
Create a New Scenario to Connect Circle 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 Circle, triggered by another scenario, or executed manually (for testing purposes). In most cases, Circle or CloudTalk will be your first step. To do this, click "Choose an app," find Circle or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Circle Node
Select the Circle node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Circle 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 Circle 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 Circle 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 Circle, 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 Circle and CloudTalk integration works as expected. Depending on your setup, data should flow between Circle 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 Circle and CloudTalk
Circle + CloudTalk + Slack: When a new member joins a Circle community, a welcome SMS is sent via CloudTalk, and a notification is posted in a designated Slack channel.
CloudTalk + Circle + HubSpot: When a new call is registered in CloudTalk, the call data is logged as a member activity in Circle, and the contact information is updated in HubSpot.
Circle and CloudTalk integration alternatives
About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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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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FAQ Circle and CloudTalk
How can I connect my Circle account to CloudTalk using Latenode?
To connect your Circle account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Circle and click on "Connect".
- Authenticate your Circle and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create CloudTalk contacts from new Circle community members?
Yes, you can! Latenode's visual editor makes it easy to automate contact creation, ensuring your CloudTalk is always up-to-date with your Circle community, saving you manual data entry.
What types of tasks can I perform by integrating Circle with CloudTalk?
Integrating Circle with CloudTalk allows you to perform various tasks, including:
- Automatically updating CloudTalk contacts when Circle member details change.
- Triggering CloudTalk calls when specific events happen in a Circle community.
- Sending Circle community announcements via CloudTalk SMS messages.
- Creating CloudTalk tasks based on Circle member feedback or support requests.
- Logging CloudTalk call details as notes within relevant Circle member profiles.
HowsecureistheCircleintegrationwithCloudTalkonLatenode?
Latenode uses secure OAuth authentication. Your Circle and CloudTalk credentials are encrypted and never stored, ensuring data security during integration.
Are there any limitations to the Circle 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 of Circle and CloudTalk APIs apply.
- Real-time synchronization depends on the APIs of both platforms.
