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How to connect CloudTalk and Monday
Create a New Scenario to Connect CloudTalk and Monday
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 Monday will be your first step. To do this, click "Choose an app," find CloudTalk or Monday, 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 Monday Node
Next, click the plus (+) icon on the CloudTalk node, select Monday from the list of available apps, and choose the action you need from the list of nodes within Monday.
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Authenticate Monday
Now, click the Monday node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Monday settings. Authentication allows you to use Monday through Latenode.
Configure the CloudTalk and Monday 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 Monday 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, Monday, 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 Monday integration works as expected. Depending on your setup, data should flow between CloudTalk and Monday (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 Monday
CloudTalk + Monday + Slack: When a new call is missed in CloudTalk, a new task is created in Monday. Then, a notification is sent to a specified Slack channel to alert the team.
Monday + CloudTalk + Google Sheets: When a column is updated in Monday, representing a call outcome, the relevant data is retrieved from CloudTalk and synced to a Google Sheet for analysis.
CloudTalk and Monday 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 Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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See how Latenode works
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FAQ CloudTalk and Monday
How can I connect my CloudTalk account to Monday using Latenode?
To connect your CloudTalk account to Monday 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 Monday accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Monday items from new CloudTalk calls?
Yes, you can! Latenode's visual editor makes it easy to create workflows that trigger Monday item creation based on CloudTalk call events, ensuring seamless task management.
What types of tasks can I perform by integrating CloudTalk with Monday?
Integrating CloudTalk with Monday allows you to perform various tasks, including:
- Create new Monday items for missed CloudTalk calls.
- Update Monday item statuses based on call outcomes.
- Log call details from CloudTalk as Monday item updates.
- Trigger CloudTalk callbacks from changes in Monday items.
- Synchronize contact information between CloudTalk and Monday.
How secure is my CloudTalk data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication, to protect your CloudTalk data during integration processes.
Are there any limitations to the CloudTalk and Monday integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization may require custom configuration.
- Complex workflow logic may require JavaScript coding.
- Rate limits on CloudTalk and Monday APIs may affect performance.
