.svg){kind=icon}
How to connect CloudTalk and Process Street
Create a New Scenario to Connect CloudTalk and Process Street
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 Process Street will be your first step. To do this, click "Choose an app," find CloudTalk or Process Street, 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 Process Street Node
Next, click the plus (+) icon on the CloudTalk node, select Process Street from the list of available apps, and choose the action you need from the list of nodes within Process Street.
1
CloudTalk
⚙
+
2
Process Street
Authenticate Process Street
Now, click the Process Street node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Process Street settings. Authentication allows you to use Process Street through Latenode.
Configure the CloudTalk and Process Street 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 Process Street 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
Process Street
1
Trigger on Webhook
⚙
2
CloudTalk
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring CloudTalk, Process Street, 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 Process Street integration works as expected. Depending on your setup, data should flow between CloudTalk and Process Street (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 Process Street
CloudTalk + Process Street + Slack: When a new call is registered in CloudTalk, a Process Street workflow run is initiated to track follow-up actions. Upon completion of the workflow, a Slack message is sent to the team notifying them of the completed follow-up process.
Process Street + CloudTalk + Google Sheets: When a Process Street workflow run is completed, relevant data is extracted and added as a new row in a Google Sheet. Subsequently, CloudTalk automatically dials out to a number specified in the completed workflow data.
CloudTalk and Process Street 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 Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
Related categories
See how Latenode works
.svg)
.png)
FAQ CloudTalk and Process Street
How can I connect my CloudTalk account to Process Street using Latenode?
To connect your CloudTalk account to Process Street 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 Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Process Street checklists from new CloudTalk calls?
Yes, you can! Latenode's visual editor lets you trigger checklist creation in Process Street based on CloudTalk call events, streamlining follow-up and ensuring consistency.
What types of tasks can I perform by integrating CloudTalk with Process Street?
Integrating CloudTalk with Process Street allows you to perform various tasks, including:
- Create Process Street checklists for new CloudTalk voicemails.
- Update Process Street tasks when a CloudTalk call ends.
- Trigger a Process Street workflow when a CloudTalk agent changes status.
- Add CloudTalk call details to Process Street checklist descriptions.
- Automatically assign Process Street tasks based on CloudTalk call outcomes.
How do I access advanced CloudTalk data within my Latenode workflows?
Latenode provides access to detailed CloudTalk data, enabling you to create sophisticated automation logic using built-in JavaScript and AI blocks.
Are there any limitations to the CloudTalk and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization may be subject to API rate limits.
- Complex data transformations might require JavaScript knowledge.
- Custom field mapping requires careful configuration.
