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How to connect CloudTalk and Pipefy
Create a New Scenario to Connect CloudTalk and Pipefy
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 Pipefy will be your first step. To do this, click "Choose an app," find CloudTalk or Pipefy, 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 Pipefy Node
Next, click the plus (+) icon on the CloudTalk node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
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Authenticate Pipefy
Now, click the Pipefy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipefy settings. Authentication allows you to use Pipefy through Latenode.
Configure the CloudTalk and Pipefy 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 Pipefy 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, Pipefy, 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 Pipefy integration works as expected. Depending on your setup, data should flow between CloudTalk and Pipefy (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 Pipefy
CloudTalk + Pipefy + Slack: When a new call is missed in CloudTalk, a new card is created in Pipefy to track follow-up actions, and a notification is sent to a designated Slack channel.
Pipefy + CloudTalk + Google Sheets: When a card is created in Pipefy, relevant contact information is fetched from CloudTalk and added as a new row to a Google Sheet.
CloudTalk and Pipefy 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 Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
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See how Latenode works
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FAQ CloudTalk and Pipefy
How can I connect my CloudTalk account to Pipefy using Latenode?
To connect your CloudTalk account to Pipefy 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 Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Pipefy cards from CloudTalk call data?
Yes, you can! With Latenode, easily trigger Pipefy card creation using data from CloudTalk calls. Leverage advanced data mapping for streamlined lead management and faster follow-up.
What types of tasks can I perform by integrating CloudTalk with Pipefy?
Integrating CloudTalk with Pipefy allows you to perform various tasks, including:
- Create new Pipefy cards for missed CloudTalk calls.
- Update Pipefy cards with CloudTalk call recordings.
- Trigger CloudTalk callbacks from within Pipefy cards.
- Send SMS messages via CloudTalk on Pipefy card status changes.
- Log CloudTalk call durations against Pipefy card activity.
How can I use CloudTalk data to update fields in Pipefy cards?
Latenode enables advanced field mapping, allowing you to dynamically update Pipefy cards with real-time information from CloudTalk, ensuring data consistency.
Are there any limitations to the CloudTalk and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time updates depend on the API request limits of both CloudTalk and Pipefy.
- Historical data migration between the two platforms is not directly supported.
