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How to connect CloudTalk and Shopify
Create a New Scenario to Connect CloudTalk and Shopify
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 Shopify will be your first step. To do this, click "Choose an app," find CloudTalk or Shopify, 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 Shopify Node
Next, click the plus (+) icon on the CloudTalk node, select Shopify from the list of available apps, and choose the action you need from the list of nodes within Shopify.
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Authenticate Shopify
Now, click the Shopify node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Shopify settings. Authentication allows you to use Shopify through Latenode.
Configure the CloudTalk and Shopify 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 Shopify 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, Shopify, 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 Shopify integration works as expected. Depending on your setup, data should flow between CloudTalk and Shopify (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 Shopify
CloudTalk + Shopify + Slack: When a new call comes into CloudTalk, search for the customer in Shopify using the caller's phone number. If found, send a message to a designated Slack channel with the customer's name and order details.
CloudTalk + Shopify + Google Sheets: When a new call comes into CloudTalk, the automation searches for the customer in Shopify using the caller's information. Then, the automation logs details of the call and associated Shopify order details into a Google Sheet.
CloudTalk and Shopify 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 Shopify
Sync Shopify orders, customers, or inventory data with other apps using Latenode. Automate fulfillment, update databases, or trigger marketing campaigns based on sales events. Use visual workflows to customize logic without code, and scale processes affordably based on execution time.
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See how Latenode works
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FAQ CloudTalk and Shopify
How can I connect my CloudTalk account to Shopify using Latenode?
To connect your CloudTalk account to Shopify 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 Shopify accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update customer details?
Yes, you can! Latenode enables automatic customer data synchronization between CloudTalk and Shopify, ensuring agents always have the latest information and improving customer experience.
What types of tasks can I perform by integrating CloudTalk with Shopify?
Integrating CloudTalk with Shopify allows you to perform various tasks, including:
- Create Shopify orders directly from CloudTalk calls.
- Automatically log CloudTalk calls as notes in Shopify.
- Update customer information in Shopify after each call.
- Trigger CloudTalk callbacks when new Shopify orders are placed.
- Send SMS updates via CloudTalk for Shopify order statuses.
How does Latenode handle CloudTalk call data?
Latenode offers robust data transformation and AI tools, allowing you to analyze call data and create customized reports based on your CloudTalk activity.
Are there any limitations to the CloudTalk and Shopify integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Complex data transformations may require JavaScript knowledge.
- Real-time data synchronization depends on API availability.
