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How to connect CloudTalk and Jotform
Create a New Scenario to Connect CloudTalk and Jotform
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 Jotform will be your first step. To do this, click "Choose an app," find CloudTalk or Jotform, 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 Jotform Node
Next, click the plus (+) icon on the CloudTalk node, select Jotform from the list of available apps, and choose the action you need from the list of nodes within Jotform.
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Authenticate Jotform
Now, click the Jotform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Jotform settings. Authentication allows you to use Jotform through Latenode.
Configure the CloudTalk and Jotform 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 Jotform 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, Jotform, 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 Jotform integration works as expected. Depending on your setup, data should flow between CloudTalk and Jotform (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 Jotform
Jotform + CloudTalk + Slack: When a new submission is received in Jotform, the details and call information are sent to a designated Slack channel for team review and follow-up.
Jotform + Google Sheets + CloudTalk: When a new submission is received in Jotform, the details are stored in a Google Sheet. Subsequently, a CloudTalk call is triggered to the person who submitted the form.
CloudTalk and Jotform 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 Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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FAQ CloudTalk and Jotform
How can I connect my CloudTalk account to Jotform using Latenode?
To connect your CloudTalk account to Jotform 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 Jotform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update CloudTalk contacts from new Jotform submissions?
Yes, you can! Latenode lets you create visual workflows to automatically update CloudTalk contacts from Jotform. Benefit from always-synced, up-to-date contact information.
What types of tasks can I perform by integrating CloudTalk with Jotform?
Integrating CloudTalk with Jotform allows you to perform various tasks, including:
- Create new CloudTalk contacts from new Jotform submissions.
- Send SMS messages via CloudTalk on specific Jotform triggers.
- Update CloudTalk contact details when a Jotform is edited.
- Log CloudTalk calls as notes within Jotform submissions.
- Trigger automated email sequences based on Jotform data.
How does Latenode enhance CloudTalk data handling capabilities?
Latenode allows advanced data transformations with JavaScript and AI, enabling precise CloudTalk data customization beyond standard integration limits.
Are there any limitations to the CloudTalk and Jotform 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 request limits of both services.
- File uploads from Jotform to CloudTalk have size restrictions.
