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How to connect CloudTalk and Basecamp
Create a New Scenario to Connect CloudTalk and Basecamp
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 Basecamp will be your first step. To do this, click "Choose an app," find CloudTalk or Basecamp, 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 Basecamp Node
Next, click the plus (+) icon on the CloudTalk node, select Basecamp from the list of available apps, and choose the action you need from the list of nodes within Basecamp.
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Authenticate Basecamp
Now, click the Basecamp node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Basecamp settings. Authentication allows you to use Basecamp through Latenode.
Configure the CloudTalk and Basecamp 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 Basecamp 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 CloudTalk, Basecamp, 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 Basecamp integration works as expected. Depending on your setup, data should flow between CloudTalk and Basecamp (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 Basecamp
CloudTalk + Basecamp + Slack: When a new call is missed in CloudTalk, the details are posted as a new message in Basecamp and a notification is sent to a Slack channel.
Basecamp + CloudTalk + Google Sheets: When a new task is added to a Basecamp project, log the task details in a Google Sheet, including a link to the contact in CloudTalk for quick access.
CloudTalk and Basecamp 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 Basecamp
Integrate Basecamp with Latenode to automate project updates and task management. Automatically create Basecamp to-dos from new leads or form submissions. Use Latenode's visual editor to sync tasks across platforms, notify teams, and ensure project milestones trigger downstream processes — all without manual updates.
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See how Latenode works
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FAQ CloudTalk and Basecamp
How can I connect my CloudTalk account to Basecamp using Latenode?
To connect your CloudTalk account to Basecamp 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 Basecamp accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create Basecamp to-dos from missed CloudTalk calls?
Yes, you can! Latenode's visual editor lets you easily create workflows that trigger Basecamp to-dos from missed CloudTalk calls,ensuring no lead or customer request slips through the cracks.
What types of tasks can I perform by integrating CloudTalk with Basecamp?
Integrating CloudTalk with Basecamp allows you to perform various tasks, including:
- Create new Basecamp projects from CloudTalk call data automatically.
- Log CloudTalk call details as comments in existing Basecamp projects.
- Update Basecamp task statuses based on CloudTalk call outcomes.
- Send summary reports of CloudTalk activity to Basecamp daily.
- Trigger CloudTalk SMS campaigns from new Basecamp project assignments.
Can I use custom variables from CloudTalk calls in my Basecamp tasks?
Yes! Latenode allows you to map custom CloudTalk variables directly to your Basecamp tasks, creating highly personalized workflows using our low-code editor.
Are there any limitations to the CloudTalk and Basecamp integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on API availability for both CloudTalk and Basecamp.
- Complex workflows may require JavaScript knowledge for advanced data transformation.
- Large data volumes could affect processing speeds, consider optimizing workflow design.
