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How to connect CloudTalk and Simplesat
Create a New Scenario to Connect CloudTalk and Simplesat
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 Simplesat will be your first step. To do this, click "Choose an app," find CloudTalk or Simplesat, 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 Simplesat Node
Next, click the plus (+) icon on the CloudTalk node, select Simplesat from the list of available apps, and choose the action you need from the list of nodes within Simplesat.
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Authenticate Simplesat
Now, click the Simplesat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplesat settings. Authentication allows you to use Simplesat through Latenode.
Configure the CloudTalk and Simplesat 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 Simplesat 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, Simplesat, 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 Simplesat integration works as expected. Depending on your setup, data should flow between CloudTalk and Simplesat (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 Simplesat
CloudTalk + Simplesat + Slack: When a new call is completed in CloudTalk and a subsequent Simplesat answer is received, if the answer is negative (based on custom logic), a notification is sent to a Slack channel.
Simplesat + CloudTalk + Zendesk: When a new Simplesat answer is received and is determined to be very negative, the system checks for a corresponding CloudTalk activity. If a relevant CloudTalk activity is found, a new Zendesk ticket is created.
CloudTalk and Simplesat 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 Simplesat
Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.
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See how Latenode works
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FAQ CloudTalk and Simplesat
How can I connect my CloudTalk account to Simplesat using Latenode?
To connect your CloudTalk account to Simplesat 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 Simplesat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger surveys after a completed CloudTalk call?
Yes, you can! Use Latenode to automatically send Simplesat surveys after CloudTalk calls. This ensures you capture immediate customer feedback, improving support quality and identifying trends.
What types of tasks can I perform by integrating CloudTalk with Simplesat?
Integrating CloudTalk with Simplesat allows you to perform various tasks, including:
- Automatically create Simplesat surveys for new CloudTalk contacts.
- Update contact details in Simplesat based on CloudTalk call information.
- Send survey reminders based on CloudTalk call completion status.
- Analyze survey responses alongside CloudTalk call metrics.
- Trigger internal notifications for low Simplesat survey scores after a call.
How do I handle failed CloudTalk call data in Latenode?
Latenode allows you to implement error handling to manage failed call data, ensuring data integrity with retry logic and alerts.
Are there any limitations to the CloudTalk and Simplesat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time survey triggering depends on CloudTalk's event delivery speed.
- Complex data transformations may require JavaScript knowledge.
- Historical data migration between CloudTalk and Simplesat needs manual setup.
