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How to connect Cleverreach and Vapi
Create a New Scenario to Connect Cleverreach and Vapi
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 Cleverreach, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cleverreach or Vapi will be your first step. To do this, click "Choose an app," find Cleverreach or Vapi, and select the appropriate trigger to start the scenario.
Add the Cleverreach Node
Select the Cleverreach node from the app selection panel on the right.
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Configure the Cleverreach
Click on the Cleverreach node to configure it. You can modify the Cleverreach URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Vapi Node
Next, click the plus (+) icon on the Cleverreach node, select Vapi from the list of available apps, and choose the action you need from the list of nodes within Vapi.
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Authenticate Vapi
Now, click the Vapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vapi settings. Authentication allows you to use Vapi through Latenode.
Configure the Cleverreach and Vapi 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 Cleverreach and Vapi 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 Cleverreach, Vapi, 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 Cleverreach and Vapi integration works as expected. Depending on your setup, data should flow between Cleverreach and Vapi (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cleverreach and Vapi
Vapi + Google Sheets + Cleverreach: When a new call record is created in Vapi, the call data is added to a Google Sheet. Cleverreach then sends targeted email campaigns based on the data in the Google Sheet.
Vapi + Salesforce + Cleverreach: When a call happens in Vapi, a lead is created in Salesforce. Then, Cleverreach adds the lead to a campaign to nurture them.
Cleverreach and Vapi integration alternatives
About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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About Vapi
Use Vapi in Latenode to validate and standardize address data. Ensure accurate deliveries and prevent errors by cleaning addresses directly within your workflows. Vapi integration inside Latenode makes data cleaning repeatable and scalable without extra coding. Automate address verification as part of lead gen, order processing, or CRM upkeep.
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See how Latenode works
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FAQ Cleverreach and Vapi
How can I connect my Cleverreach account to Vapi using Latenode?
To connect your Cleverreach account to Vapi on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cleverreach and click on "Connect".
- Authenticate your Cleverreach and Vapi accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enrich new Cleverreach subscribers with Vapi data?
Yes, you can! Latenode allows you to automate data enrichment seamlessly. Trigger workflows when new subscribers are added to Cleverreach, and use Vapi to append extra data. Benefit from enhanced segmentation and targeting.
What types of tasks can I perform by integrating Cleverreach with Vapi?
Integrating Cleverreach with Vapi allows you to perform various tasks, including:
- Automatically add new Cleverreach subscribers to a Vapi contact list.
- Update contact information in Vapi based on Cleverreach activity.
- Send personalized SMS messages via Vapi based on Cleverreach email opens.
- Create new Cleverreach subscribers from Vapi form submissions.
- Track email campaign performance in Cleverreach using Vapi analytics.
Can I use JavaScript to customize my Cleverreach-Vapi workflow logic?
Yes! Latenode allows you to use JavaScript code blocks to implement custom logic and data transformations within your Cleverreach and Vapi integrations, providing advanced flexibility.
Are there any limitations to the Cleverreach and Vapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Cleverreach and Vapi may affect the speed of data processing.
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time synchronization may be subject to network latency.
