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How to connect CloudTalk and Tools
Create a New Scenario to Connect CloudTalk and Tools
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 Tools will be your first step. To do this, click "Choose an app," find CloudTalk or Tools, 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 Tools Node
Next, click the plus (+) icon on the CloudTalk node, select Tools from the list of available apps, and choose the action you need from the list of nodes within Tools.
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Authenticate Tools
Now, click the Tools node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tools settings. Authentication allows you to use Tools through Latenode.
Configure the CloudTalk and Tools 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 Tools 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, Tools, 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 Tools integration works as expected. Depending on your setup, data should flow between CloudTalk and Tools (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 Tools
CloudTalk + Tools + Slack: When a new call is missed in CloudTalk, create a corresponding task in Tools. Then, send a message to a specified Slack channel to notify the team about the missed call and the created task.
Tools + CloudTalk + Google Sheets: When a new task is created in Tools, fetch relevant call data from CloudTalk based on a contact. Finally, record both the task information from Tools and the call data from CloudTalk into a Google Sheet for agent performance tracking.
CloudTalk and Tools 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 Tools
Use Tools inside Latenode to automate tasks that lack native integrations. Control applications via UI automation, extract data from complex websites, and then pipe the results into other services. Add custom logic with JavaScript for precise control, scaling processes affordably with Latenode's usage-based pricing.
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See how Latenode works
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FAQ CloudTalk and Tools
How can I connect my CloudTalk account to Tools using Latenode?
To connect your CloudTalk account to Tools 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 Tools accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Tools with new CloudTalk call data?
Yes, you can! Latenode allows seamless data transfer between CloudTalk and Tools, instantly updating records and streamlining workflows. Scale easily with our flexible, code-friendly platform.
What types of tasks can I perform by integrating CloudTalk with Tools?
Integrating CloudTalk with Tools allows you to perform various tasks, including:
- Create new Tools records from missed CloudTalk calls.
- Update Tools contact details based on CloudTalk call activity.
- Log CloudTalk call durations as time entries in Tools.
- Trigger automated follow-ups in Tools after CloudTalk interactions.
- Sync CloudTalk contact lists with Tools for unified management.
How secure is my CloudTalk data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication, protecting your CloudTalk data during all integrations.
Are there any limitations to the CloudTalk and Tools integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Rate limits of the CloudTalk and Tools APIs still apply.
- Real-time data syncing depends on API availability and response times.
