.svg){kind=icon}
How to connect CloudTalk and Formstack
Create a New Scenario to Connect CloudTalk and Formstack
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 Formstack will be your first step. To do this, click "Choose an app," find CloudTalk or Formstack, 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.
+
1
CloudTalk
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 Formstack Node
Next, click the plus (+) icon on the CloudTalk node, select Formstack from the list of available apps, and choose the action you need from the list of nodes within Formstack.
1
CloudTalk
⚙
+
2
Formstack
Authenticate Formstack
Now, click the Formstack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formstack settings. Authentication allows you to use Formstack through Latenode.
Configure the CloudTalk and Formstack 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 Formstack 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Formstack
1
Trigger on Webhook
⚙
2
CloudTalk
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring CloudTalk, Formstack, 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 Formstack integration works as expected. Depending on your setup, data should flow between CloudTalk and Formstack (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 Formstack
Formstack + CloudTalk + Slack: When a customer submits feedback via Formstack, the details are used to create an activity in CloudTalk, and a notification is sent to a designated Slack channel to alert an agent for follow-up.
Formstack + CloudTalk + Google Sheets: Each new entry in Formstack automatically creates a new contact profile in CloudTalk with the information provided. Simultaneously, all the submission data is recorded in a new row in Google Sheets for tracking and analysis.
CloudTalk and Formstack 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.
Related categories
About Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ CloudTalk and Formstack
How can I connect my CloudTalk account to Formstack using Latenode?
To connect your CloudTalk account to Formstack 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 Formstack accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Formstack submissions after CloudTalk calls?
Yes, you can! Latenode’s visual editor makes this easy. Enrich Formstack data with call details, improving your lead management and reporting.
What types of tasks can I perform by integrating CloudTalk with Formstack?
Integrating CloudTalk with Formstack allows you to perform various tasks, including:
- Create new Formstack submissions based on CloudTalk call data.
- Update existing Formstack entries with CloudTalk call summaries.
- Trigger CloudTalk calls directly from new Formstack submissions.
- Send SMS messages via CloudTalk when a Formstack is submitted.
- Log CloudTalk call details within a dedicated Formstack field.
Can I use custom JavaScript functions within the CloudTalk integration?
Yes! Latenode supports custom JavaScript, letting you transform data between CloudTalk and Formstack in sophisticated ways that other tools can't.
Are there any limitations to the CloudTalk and Formstack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- Real-time updates depend on the API request limits of both apps.
- Historical data migration may require batch processing strategies.
