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Automatically create Magento 2(OpenSource) orders from CloudTalk calls or update customer data, streamlining sales processes. Latenode’s visual editor and affordable execution-based pricing makes complex call-to-order workflows easier than ever.
Connect CloudTalk and Magento 2(OpenSource) in minutes with Latenode.
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Create a New Scenario to Connect CloudTalk and Magento 2(OpenSource)
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 Magento 2(OpenSource) will be your first step. To do this, click "Choose an app," find CloudTalk or Magento 2(OpenSource), 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.
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 Magento 2(OpenSource) Node
Next, click the plus (+) icon on the CloudTalk node, select Magento 2(OpenSource) from the list of available apps, and choose the action you need from the list of nodes within Magento 2(OpenSource).
CloudTalk
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Magento 2(OpenSource)
Authenticate Magento 2(OpenSource)
Now, click the Magento 2(OpenSource) node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Magento 2(OpenSource) settings. Authentication allows you to use Magento 2(OpenSource) through Latenode.
Configure the CloudTalk and Magento 2(OpenSource) 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 Magento 2(OpenSource) Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Magento 2(OpenSource)
Trigger on Webhook
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CloudTalk
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring CloudTalk, Magento 2(OpenSource), 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 Magento 2(OpenSource) integration works as expected. Depending on your setup, data should flow between CloudTalk and Magento 2(OpenSource) (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
CloudTalk + Magento 2(OpenSource) + Slack: When a new call is received in CloudTalk, the automation searches for customer details in Magento 2(OpenSource). If found, a message containing the customer and order details is sent to a designated Slack channel for the support team to prepare for the call.
Magento 2(OpenSource) + CloudTalk + Zendesk: When a new order is placed in Magento 2(OpenSource), a Zendesk ticket is created. Then, create a CloudTalk activity to follow up about the new order, logging any call notes directly to the Zendesk ticket as a comment.
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 Magento 2(OpenSource)
Automate Magento 2(OpenSource) order processing, inventory updates, or customer communication within Latenode. Sync product data, trigger email campaigns, or update databases. Solve complex e-commerce automation needs with visual flows, JavaScript, and direct API calls, avoiding manual tasks. Latenode brings scalability and customization beyond Magento's defaults.
Related categories
How can I connect my CloudTalk account to Magento 2(OpenSource) using Latenode?
To connect your CloudTalk account to Magento 2(OpenSource) on Latenode, follow these steps:
Can I automatically update customer details after a call?
Yes, you can! Latenode allows real-time data synchronization. Update Magento 2(OpenSource) records instantly after a CloudTalk interaction, ensuring accurate customer information and efficient workflows.
What types of tasks can I perform by integrating CloudTalk with Magento 2(OpenSource)?
Integrating CloudTalk with Magento 2(OpenSource) allows you to perform various tasks, including:
How secure is the CloudTalk integration on Latenode?
Latenode employs robust security measures, including encryption and secure authentication, to protect your data during CloudTalk integrations.
Are there any limitations to the CloudTalk and Magento 2(OpenSource) integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: