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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.
Connect CloudTalk and WildApricot in minutes with Latenode.
Create CloudTalk to WildApricot workflow
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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.
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 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.
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.
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.
Set Up the CloudTalk and WildApricot Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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WildApricot
Trigger on Webhook
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CloudTalk
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Iterator
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Webhook response
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.
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.
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 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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How can I connect my CloudTalk account to WildApricot using Latenode?
To connect your CloudTalk account to WildApricot on Latenode, follow these steps:
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:
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: