CloudTalk and Wrike Integration

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Automatically create Wrike tasks from CloudTalk calls, ensuring seamless follow-up. Latenode’s visual editor and affordable pricing make complex call-to-task automations easier to build. Use JavaScript for advanced CloudTalk and Wrike logic.

Swap Apps

CloudTalk

Wrike

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect CloudTalk and Wrike

Create a New Scenario to Connect CloudTalk and Wrike

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

Sign In

Run node once

Add the Wrike Node

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

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Authenticate Wrike

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

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Sign In

Run node once

Configure the CloudTalk and Wrike 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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The action ID

Run node once

Set Up the CloudTalk and Wrike 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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Save and Activate the Scenario

After configuring CloudTalk, Wrike, 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 Wrike integration works as expected. Depending on your setup, data should flow between CloudTalk and Wrike (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 Wrike

CloudTalk + Wrike + Slack: When a new call is registered in CloudTalk, a task is created in Wrike to follow up on the call. A notification is then sent to a designated Slack channel to inform the team about the new task.

Wrike + CloudTalk + Google Sheets: When a task is created in Wrike, the automation logs its completion and the duration of associated CloudTalk calls in a Google Sheet for tracking and reporting.

CloudTalk and Wrike 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 Wrike

Automate Wrike project updates and task assignments directly from other apps using Latenode. Sync data between Wrike and your CRM, database, or calendar. Create custom triggers based on project status changes and automate reporting. Latenode provides flexible integration with no-code tools or custom JavaScript, allowing you to tailor Wrike workflows without step limits.

See how Latenode works

FAQ CloudTalk and Wrike

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

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

Can I automatically create Wrike tasks from CloudTalk call summaries?

Yes, you can! Latenode enables seamless creation of Wrike tasks from CloudTalk call summaries using AI-powered text analysis, ensuring efficient follow-up and improved team collaboration.

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

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

  • Create new Wrike tasks based on missed CloudTalk calls.
  • Update Wrike task statuses when a call status changes in CloudTalk.
  • Add call recordings from CloudTalk to relevant Wrike tasks.
  • Generate Wrike subtasks for actions identified in CloudTalk call transcripts.
  • Automatically assign Wrike tasks to agents based on CloudTalk call data.

HowdoesLatenodeenhanceCloudTalkintegrationwithWrike?

Latenode enhances the integration by enabling custom logic using JavaScript and AI, which allows tailored workflows far beyond basic data transfer.

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

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

  • Real-time data synchronization might experience minimal delays.
  • Complex custom fields in Wrike may require advanced configuration.
  • Data transfer volume is subject to Latenode's fair use policy.

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