CloudTalk and Confluence Integration

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Automatically document CloudTalk calls in Confluence. Latenode lets you parse call data with JavaScript and create organized Confluence pages that scale with your call volume. Pay only for execution time.

Swap Apps

CloudTalk

Confluence

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect CloudTalk and Confluence

Create a New Scenario to Connect CloudTalk and Confluence

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 Confluence will be your first step. To do this, click "Choose an app," find CloudTalk or Confluence, 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.

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Connect CloudTalk

Sign In

Run node once

Add the Confluence Node

Next, click the plus (+) icon on the CloudTalk node, select Confluence from the list of available apps, and choose the action you need from the list of nodes within Confluence.

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Authenticate Confluence

Now, click the Confluence node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Confluence settings. Authentication allows you to use Confluence through Latenode.

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Connect Confluence

Sign In

Run node once

Configure the CloudTalk and Confluence Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Confluence Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the CloudTalk and Confluence 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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Save and Activate the Scenario

After configuring CloudTalk, Confluence, 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 Confluence integration works as expected. Depending on your setup, data should flow between CloudTalk and Confluence (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 Confluence

CloudTalk + Confluence + Slack: When a new call is recorded in CloudTalk, the call details are summarized and posted as a new page in Confluence. A summary and link to the Confluence page are then sent to a dedicated Slack channel for team awareness.

Confluence + Jira + CloudTalk: When a new page is created or updated in Confluence, the automation searches for related Jira tickets. If matches are found, the documentation link is added as a comment to the ticket. If a Jira ticket is flagged as urgent, a CloudTalk call is automatically initiated to address the issue promptly.

CloudTalk and Confluence 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.

About Confluence

Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.

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FAQ CloudTalk and Confluence

How can I connect my CloudTalk account to Confluence using Latenode?

To connect your CloudTalk account to Confluence 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 Confluence accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I create Confluence pages from CloudTalk call summaries?

Yes, you can! Latenode allows you to automatically create Confluence pages from CloudTalk call summaries. This ensures documentation and knowledge sharing are streamlined, leveraging Latenode's no-code automation.

What types of tasks can I perform by integrating CloudTalk with Confluence?

Integrating CloudTalk with Confluence allows you to perform various tasks, including:

  • Automatically create new Confluence pages for each resolved CloudTalk ticket.
  • Update existing Confluence pages with call details from CloudTalk.
  • Search Confluence for relevant articles based on CloudTalk call transcripts.
  • Trigger CloudTalk actions based on updates to Confluence documentation.
  • Log CloudTalk agent performance data into Confluence reports.

Can I use custom variables in CloudTalk Confluence integrations?

Yes! Latenode supports custom variables and data transformations, ensuring your CloudTalk and Confluence integrations are tailored to your specific needs.

Are there any limitations to the CloudTalk and Confluence integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require JavaScript knowledge.
  • Real-time updates depend on the API rate limits of CloudTalk and Confluence.
  • Historical data migration may require a separate initial setup.

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