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How to connect CloudTalk and Wave
Create a New Scenario to Connect CloudTalk and Wave
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 Wave will be your first step. To do this, click "Choose an app," find CloudTalk or Wave, 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 Wave Node
Next, click the plus (+) icon on the CloudTalk node, select Wave from the list of available apps, and choose the action you need from the list of nodes within Wave.
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Authenticate Wave
Now, click the Wave node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wave settings. Authentication allows you to use Wave through Latenode.
Configure the CloudTalk and Wave 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 Wave 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, Wave, 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 Wave integration works as expected. Depending on your setup, data should flow between CloudTalk and Wave (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 Wave
CloudTalk + Wave + Slack: When a new call recording is available in CloudTalk, the automation finds the associated customer in Wave, then sends a Slack message with a link to both the recording and the invoice.
Wave + CloudTalk + HubSpot: When a new customer is created in Wave, a new contact is created in HubSpot. Subsequently, log CloudTalk call activity to the newly created contact.
CloudTalk and Wave 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 Wave
Use Wave in Latenode to automate payment reminders and subscription management. Connect Wave to your CRM or database to trigger personalized emails or SMS based on payment status. Latenode’s visual editor makes it simple to build complex billing workflows and handle edge cases without code, ensuring timely payments and reducing churn.
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See how Latenode works
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FAQ CloudTalk and Wave
How can I connect my CloudTalk account to Wave using Latenode?
To connect your CloudTalk account to Wave 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 Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wave invoices from CloudTalk call data?
Yes, you can! Latenode lets you parse call details using AI and instantly generate invoices, saving time and ensuring accurate billing with a fully automated workflow.
What types of tasks can I perform by integrating CloudTalk with Wave?
Integrating CloudTalk with Wave allows you to perform various tasks, including:
- Create new Wave customers from new CloudTalk contacts automatically.
- Log CloudTalk call durations as billable time entries in Wave.
- Update Wave customer details based on CloudTalk call outcomes.
- Send Wave invoices to customers directly after a CloudTalk interaction.
- Trigger CloudTalk callbacks when a Wave invoice is paid.
How secure is my CloudTalk data when using Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, to ensure your data remains protected throughout all integration processes.
Are there any limitations to the CloudTalk and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between CloudTalk and Wave may require custom scripting.
- Complex Wave invoice customizations might need JavaScript code.
- Real-time data synchronization depends on CloudTalk's API rate limits.
