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Automatically trigger CloudTalk calls based on parsed documents from Docparser. Latenode simplifies this by using visual no-code tools for complex document workflows and affordable pay-by-execution pricing.
Connect Docparser and CloudTalk in minutes with Latenode.
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Create a New Scenario to Connect Docparser and CloudTalk
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 Docparser, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docparser or CloudTalk will be your first step. To do this, click "Choose an app," find Docparser or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Docparser Node
Select the Docparser node from the app selection panel on the right.
Docparser
Configure the Docparser
Click on the Docparser node to configure it. You can modify the Docparser URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the CloudTalk Node
Next, click the plus (+) icon on the Docparser node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
Docparser
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CloudTalk
Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Docparser and CloudTalk 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 Docparser and CloudTalk 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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CloudTalk
Trigger on Webhook
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Docparser
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Docparser, CloudTalk, 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 Docparser and CloudTalk integration works as expected. Depending on your setup, data should flow between Docparser and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Docparser + CloudTalk + Google Sheets: When Docparser parses a new invoice, the data is extracted. After a new call in CloudTalk, the extracted invoice data is added as a new row in a Google Sheet.
CloudTalk + Docparser + Salesforce: When a new call is registered in CloudTalk, the associated document is parsed by Docparser. The extracted data from Docparser is then used to create a new lead in Salesforce.
About Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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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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How can I connect my Docparser account to CloudTalk using Latenode?
To connect your Docparser account to CloudTalk on Latenode, follow these steps:
Can I automatically update caller IDs with parsed document data?
Yes, you can! Latenode allows seamless data transfer, updating CloudTalk caller IDs directly from Docparser, improving customer interaction with relevant, parsed information.
What types of tasks can I perform by integrating Docparser with CloudTalk?
Integrating Docparser with CloudTalk allows you to perform various tasks, including:
Can I use custom JavaScript to transform Docparser data?
Yes! Latenode allows you to use JavaScript code to transform the parsed data before it's sent to CloudTalk, tailoring integration as you need.
Are there any limitations to the Docparser and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: