.svg){kind=icon}
How to connect CloudTalk and Vitally
Create a New Scenario to Connect CloudTalk and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find CloudTalk or Vitally, 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.
+
1
CloudTalk
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 Vitally Node
Next, click the plus (+) icon on the CloudTalk node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
1
CloudTalk
⚙
+
2
Vitally
Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the CloudTalk and Vitally 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 Vitally 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Vitally
1
Trigger on Webhook
⚙
2
CloudTalk
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring CloudTalk, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between CloudTalk and Vitally (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 Vitally
CloudTalk + Vitally + Slack: When a new call comes in via CloudTalk, check if the contact exists in Vitally. If the contact is a high-value customer based on Vitally data, send a notification to the customer success team in Slack to ensure prompt assistance.
Vitally + CloudTalk + Zendesk: When a user's health score dips in Vitally, create a task in CloudTalk for a customer outreach call. Then, create a Zendesk ticket to document the issue and track the outreach efforts.
CloudTalk and Vitally 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.
Related categories
About Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ CloudTalk and Vitally
How can I connect my CloudTalk account to Vitally using Latenode?
To connect your CloudTalk account to Vitally 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 Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Vitally when a CloudTalk call ends?
Yes, you can! Latenode lets you trigger Vitally updates upon CloudTalk call completion. This ensures your customer data is always current, improving insights and personalization.
What types of tasks can I perform by integrating CloudTalk with Vitally?
Integrating CloudTalk with Vitally allows you to perform various tasks, including:
- Automatically creating new Vitally users from CloudTalk call data.
- Updating Vitally user details based on CloudTalk call interactions.
- Logging CloudTalk calls as activities within Vitally.
- Triggering personalized in-app messages in Vitally after specific CloudTalk events.
- Analyzing CloudTalk call sentiment and updating Vitally customer health scores.
Can I use JavaScript to enhance my CloudTalk+Vitally workflows?
Yes! Latenode allows you to use JavaScript code blocks for custom logic, data transformations, and complex data manipulation within your integrations.
Are there any limitations to the CloudTalk and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync might require custom scripting.
- Complex data transformations may necessitate JavaScript knowledge.
- Rate limits of CloudTalk and Vitally APIs apply.
