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How to connect CloudTalk and Signnow
Create a New Scenario to Connect CloudTalk and Signnow
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 Signnow will be your first step. To do this, click "Choose an app," find CloudTalk or Signnow, 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 Signnow Node
Next, click the plus (+) icon on the CloudTalk node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
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Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the CloudTalk and Signnow 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 Signnow 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, Signnow, 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 Signnow integration works as expected. Depending on your setup, data should flow between CloudTalk and Signnow (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 Signnow
CloudTalk + Signnow + Salesforce: When a new call ends in CloudTalk, send a service agreement via Signnow using a template. Upon the document being signed (Signnow New Event trigger), update the corresponding customer's record in Salesforce.
Signnow + CloudTalk + Pipedrive: Send a contract via Signnow. If the document remains unsigned for 3 days, trigger a call to the client using CloudTalk. Log the completed call as an activity in Pipedrive.
CloudTalk and Signnow 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 Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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See how Latenode works
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FAQ CloudTalk and Signnow
How can I connect my CloudTalk account to Signnow using Latenode?
To connect your CloudTalk account to Signnow 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 Signnow accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts after phone calls?
Yes, you can! Latenode's visual editor makes it simple. Trigger Signnow contract sends based on CloudTalk call outcomes, saving time and speeding up approvals.
What types of tasks can I perform by integrating CloudTalk with Signnow?
Integrating CloudTalk with Signnow allows you to perform various tasks, including:
- Automatically sending a contract after a specific call disposition.
- Generating Signnow documents pre-filled with CloudTalk caller data.
- Updating contact information in Signnow after a CloudTalk call.
- Archiving signed documents directly related to a CloudTalk interaction.
- Triggering follow-up calls in CloudTalk after a document is signed.
How secure is my CloudTalk data within Latenode workflows?
Latenode employs industry-standard encryption and security protocols, ensuring your CloudTalk data remains secure throughout the workflow process.
Are there any limitations to the CloudTalk and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting in Signnow might require custom JavaScript.
- Real-time call data from CloudTalk has a slight delay before triggering actions.
- The number of documents sent per month depends on your Signnow subscription.
