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How to connect Fillout and CloudTalk
Create a New Scenario to Connect Fillout 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 Fillout, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fillout or CloudTalk will be your first step. To do this, click "Choose an app," find Fillout or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Fillout Node
Select the Fillout node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Fillout node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
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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 Fillout 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 Fillout and CloudTalk 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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Fillout
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Webhook response
Save and Activate the Scenario
After configuring Fillout, 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 Fillout and CloudTalk integration works as expected. Depending on your setup, data should flow between Fillout and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Fillout and CloudTalk
Fillout + CloudTalk + Slack: When a new submission is received in Fillout, a new contact is created in CloudTalk, and a summary of the submission is sent to a specified Slack channel.
CloudTalk + Fillout + Google Sheets: When a new call is registered in CloudTalk, the automation finds the caller's details in Fillout based on phone number and logs the call details with the corresponding Fillout data in a Google Sheet.
Fillout and CloudTalk integration alternatives
About Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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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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See how Latenode works
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FAQ Fillout and CloudTalk
How can I connect my Fillout account to CloudTalk using Latenode?
To connect your Fillout account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fillout and click on "Connect".
- Authenticate your Fillout and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger CloudTalk calls from new Fillout submissions?
Yes, you can! Latenode's visual editor makes it easy to trigger CloudTalk calls when a new submission is received in Fillout, automating your outreach process.
What types of tasks can I perform by integrating Fillout with CloudTalk?
Integrating Fillout with CloudTalk allows you to perform various tasks, including:
- Automatically creating new CloudTalk contacts from Fillout form submissions.
- Sending SMS messages via CloudTalk when a high-priority Fillout response is received.
- Logging call details in Fillout based on CloudTalk call outcomes.
- Updating Fillout entries based on information gathered during CloudTalk calls.
- Triggering personalized email sequences via CloudTalk after form submission.
Can I use custom JavaScript code to transform data between Fillout and CloudTalk?
Yes! Latenode allows you to use JavaScript code blocks to manipulate data, giving you full control over data transformation between Fillout and CloudTalk.
Are there any limitations to the Fillout and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both Fillout and CloudTalk.
- Initial setup requires a clear understanding of both Fillout and CloudTalk data structures.
