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How to connect CloudTalk and Scoro
Create a New Scenario to Connect CloudTalk and Scoro
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 Scoro will be your first step. To do this, click "Choose an app," find CloudTalk or Scoro, 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 Scoro Node
Next, click the plus (+) icon on the CloudTalk node, select Scoro from the list of available apps, and choose the action you need from the list of nodes within Scoro.
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Authenticate Scoro
Now, click the Scoro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Scoro settings. Authentication allows you to use Scoro through Latenode.
Configure the CloudTalk and Scoro 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 Scoro 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, Scoro, 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 Scoro integration works as expected. Depending on your setup, data should flow between CloudTalk and Scoro (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 Scoro
CloudTalk + Scoro + Slack: When a new call is missed in CloudTalk, a task is created in Scoro, and a notification is sent to a designated Slack channel to alert the team.
Scoro + CloudTalk + Google Calendar: When a project in Scoro has a new or updated milestone, schedule a follow-up call in CloudTalk and add a reminder to Google Calendar to ensure timely action.
CloudTalk and Scoro 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 Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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FAQ CloudTalk and Scoro
How can I connect my CloudTalk account to Scoro using Latenode?
To connect your CloudTalk account to Scoro 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 Scoro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Scoro tasks from CloudTalk calls?
Yes, you can! Latenode's visual editor simplifies this automation. Automatically create tasks, track call outcomes, and improve team efficiency with no code.
What types of tasks can I perform by integrating CloudTalk with Scoro?
Integrating CloudTalk with Scoro allows you to perform various tasks, including:
- Automatically create new Scoro contacts from CloudTalk call recordings.
- Log all CloudTalk calls as activities under specific Scoro projects.
- Update deal statuses in Scoro based on call outcomes in CloudTalk.
- Trigger SMS messages via CloudTalk when Scoro task deadlines approach.
- Synchronize contact information between CloudTalk and Scoro in real-time.
How secure is my CloudTalk data when using Latenode?
Latenode employs advanced encryption and security protocols to protect your CloudTalk data during integration and workflow execution.
Are there any limitations to the CloudTalk and Scoro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both CloudTalk and Scoro.
- Complex data transformations may require some JavaScript knowledge.
- Historical data migration between CloudTalk and Scoro may require manual configuration.
