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How to connect CloudTalk and Alegra
Create a New Scenario to Connect CloudTalk and Alegra
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 CloudTalk, triggered by another scenario, or executed manually (for testing purposes). In most cases, CloudTalk or Alegra will be your first step. To do this, click "Choose an app," find CloudTalk or Alegra, and select the appropriate trigger to start the scenario.
Add the CloudTalk Node
Select the CloudTalk node from the app selection panel on the right.
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Configure the CloudTalk
Click on the CloudTalk node to configure it. You can modify the CloudTalk URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Alegra Node
Next, click the plus (+) icon on the CloudTalk node, select Alegra from the list of available apps, and choose the action you need from the list of nodes within Alegra.
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Authenticate Alegra
Now, click the Alegra node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Alegra settings. Authentication allows you to use Alegra through Latenode.
Configure the CloudTalk and Alegra 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 CloudTalk and Alegra 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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Alegra
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Trigger on Webhook
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Save and Activate the Scenario
After configuring CloudTalk, Alegra, 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 CloudTalk and Alegra integration works as expected. Depending on your setup, data should flow between CloudTalk and Alegra (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect CloudTalk and Alegra
CloudTalk + Alegra + Slack: When a new call is received in CloudTalk, a task is created in Alegra to follow up. A notification is sent to the sales team in Slack to inform them of the new call and the created task.
Alegra + CloudTalk + Google Sheets: When a new sales invoice is created in Alegra, customer call details are logged in CloudTalk and then saved to a Google Sheets spreadsheet for tracking and analysis.
CloudTalk and Alegra integration alternatives
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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About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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See how Latenode works
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FAQ CloudTalk and Alegra
How can I connect my CloudTalk account to Alegra using Latenode?
To connect your CloudTalk account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select CloudTalk and click on "Connect".
- Authenticate your CloudTalk and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra contacts from CloudTalk calls?
Yes, you can! Latenode enables real-time contact synchronization, eliminating manual data entry and ensuring your Alegra records are always up-to-date. Save time and improve data accuracy!
What types of tasks can I perform by integrating CloudTalk with Alegra?
Integrating CloudTalk with Alegra allows you to perform various tasks, including:
- Create a new contact in Alegra when a new CloudTalk call ends.
- Update an existing contact in Alegra with CloudTalk call information.
- Log CloudTalk call details as notes within Alegra contacts.
- Send SMS messages via CloudTalk upon invoice creation in Alegra.
- Trigger Alegra invoice creation when a CloudTalk call meets criteria.
HowcanIcustomizeCloudTalkintegrationwithJavaScriptinLatenode?
Latenode allows advanced users to add custom JavaScript code to CloudTalk workflows, offering unique flexibility and extending the integration's functionality.
Are there any limitations to the CloudTalk and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API limits of both apps.
- Certain advanced CloudTalk features may not have direct integration.
