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How to connect CloudTalk and Slack
Create a New Scenario to Connect CloudTalk and Slack
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 Slack will be your first step. To do this, click "Choose an app," find CloudTalk or Slack, 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 Slack Node
Next, click the plus (+) icon on the CloudTalk node, select Slack from the list of available apps, and choose the action you need from the list of nodes within Slack.
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Authenticate Slack
Now, click the Slack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Slack settings. Authentication allows you to use Slack through Latenode.
Configure the CloudTalk and Slack 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 Slack 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, Slack, 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 Slack integration works as expected. Depending on your setup, data should flow between CloudTalk and Slack (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 Slack
CloudTalk + Google Sheets + Slack: When a new call is registered in CloudTalk, the call details are added as a new row in Google Sheets. At the end of each day, a summary of the calls logged in Google Sheets is sent to a designated Slack channel.
Slack + CloudTalk + Zendesk: When a new message is posted in a specified Slack channel indicating a support request, the flow creates a new Zendesk ticket and includes information about the call from CloudTalk. The flow uses CloudTalk only to retrieve existing data, triggered by the message in Slack.
CloudTalk and Slack 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 Slack
Send Slack messages and automate channel updates directly from Latenode workflows. Get instant alerts on critical events, share data insights, or trigger actions based on user input. Centralize notifications and approvals by combining Slack with databases, CRMs, and AI models within a scalable, low-code environment.
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See how Latenode works
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FAQ CloudTalk and Slack
How can I connect my CloudTalk account to Slack using Latenode?
To connect your CloudTalk account to Slack 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 Slack accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get Slack notifications for missed CloudTalk calls?
Yes, you can! Latenode enables instant Slack notifications for missed CloudTalk calls. React faster to customer needs and improve response times with automated alerts.
What types of tasks can I perform by integrating CloudTalk with Slack?
Integrating CloudTalk with Slack allows you to perform various tasks, including:
- Post new CloudTalk call recordings to a dedicated Slack channel.
- Send Slack alerts for high-priority CloudTalk voicemails.
- Create Slack reminders for follow-up calls based on CloudTalk data.
- Update Slack status based on CloudTalk agent availability.
- Log CloudTalk call details to a Slack channel for team visibility.
Can I use Javascript to enhance my CloudTalk automations?
Yes! Latenode allows you to use Javascript code to customize and extend your CloudTalk and Slack automations, tailoring them to your needs.
Are there any limitations to the CloudTalk and Slack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the polling interval set in Latenode.
- Complex data transformations may require JavaScript knowledge.
- The integration relies on the stability of the CloudTalk and Slack APIs.
