CloudTalk and WildApricot Integration

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Automatically update WildApricot member data based on CloudTalk call activity, keeping your CRM current. Latenode's visual editor and affordable execution pricing make building powerful, customized integrations easy, even at scale.

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CloudTalk

WildApricot

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect CloudTalk and WildApricot

Create a New Scenario to Connect CloudTalk and WildApricot

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 WildApricot will be your first step. To do this, click "Choose an app," find CloudTalk or WildApricot, 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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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.

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CloudTalk

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Connect CloudTalk

Sign In

Run node once

Add the WildApricot Node

Next, click the plus (+) icon on the CloudTalk node, select WildApricot from the list of available apps, and choose the action you need from the list of nodes within WildApricot.

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CloudTalk

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WildApricot

Authenticate WildApricot

Now, click the WildApricot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WildApricot settings. Authentication allows you to use WildApricot through Latenode.

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CloudTalk

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WildApricot

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Connect WildApricot

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Run node once

Configure the CloudTalk and WildApricot Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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WildApricot Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the CloudTalk and WildApricot 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, WildApricot, 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 WildApricot integration works as expected. Depending on your setup, data should flow between CloudTalk and WildApricot (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 WildApricot

CloudTalk + WildApricot + Slack: When a new call is missed in CloudTalk, find the corresponding contact in WildApricot and send a summary of the missed call along with the contact details to a designated Slack channel for quicker follow-up.

CloudTalk + WildApricot + Google Sheets: When a new call is received in CloudTalk, find the corresponding member record in WildApricot and log the call details, member information, and call outcome in a Google Sheet for tracking and analysis.

CloudTalk and WildApricot 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.

About WildApricot

Automate WildApricot tasks inside Latenode. Sync membership data, trigger personalized emails, and update contact info across platforms. No more manual data entry or missed follow-ups. Latenode's visual editor and flexible logic nodes let you build scalable membership workflows that adapt to your needs. Benefit from no-code tools, JS scripting, and affordable execution-based pricing.

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FAQ CloudTalk and WildApricot

How can I connect my CloudTalk account to WildApricot using Latenode?

To connect your CloudTalk account to WildApricot 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 WildApricot accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update WildApricot contacts from CloudTalk call data?

Yes, you can! Latenode’s flexible data mapping allows you to automatically update WildApricot contacts with new information captured during CloudTalk calls, ensuring data accuracy.

What types of tasks can I perform by integrating CloudTalk with WildApricot?

Integrating CloudTalk with WildApricot allows you to perform various tasks, including:

  • Create WildApricot contacts from new CloudTalk call recordings.
  • Trigger personalized follow-up emails after specific call outcomes.
  • Log call details in WildApricot member profiles.
  • Update contact information in both systems.
  • Automatically assign tasks based on call tags.

How secure is CloudTalk data when used in Latenode workflows?

Latenode employs robust encryption and security measures to protect your data during transit and at rest, ensuring confidentiality and integrity.

Are there any limitations to the CloudTalk and WildApricot integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Real-time synchronization depends on the API rate limits of both services.
  • Historical data migration might need a separate, dedicated workflow.

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