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Automatically trigger CloudTalk calls when new Formsite submissions are received. Latenode's visual editor makes it easier to customize the call flow based on form data and scale affordably, paying only for execution time.
Connect Formsite and CloudTalk in minutes with Latenode.
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Create a New Scenario to Connect Formsite and CloudTalk
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or CloudTalk will be your first step. To do this, click "Choose an app," find Formsite or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
Formsite
Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite 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 Formsite node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
Formsite
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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 Formsite 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 Formsite 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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Formsite
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Formsite, CloudTalk, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Formsite and CloudTalk integration works as expected. Depending on your setup, data should flow between Formsite and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Formsite + CloudTalk + Slack: When a new form result is submitted in Formsite, CloudTalk creates a contact. If the form submission indicates an immediate follow-up is needed, a message is sent to a designated Slack channel.
Formsite + CloudTalk + Google Sheets: When a new form result is submitted in Formsite, CloudTalk logs new call details alongside the submission data in a Google Sheet to centralize customer information and track follow-up activities.
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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 Formsite account to CloudTalk using Latenode?
To connect your Formsite account to CloudTalk on Latenode, follow these steps:
Can I automatically update CloudTalk contacts from new Formsite submissions?
Yes, you can! Latenode allows real-time updates to CloudTalk using new Formsite data, streamlining contact management and eliminating manual data entry. Enjoy faster, more efficient workflows.
What types of tasks can I perform by integrating Formsite with CloudTalk?
Integrating Formsite with CloudTalk allows you to perform various tasks, including:
How does Latenode handle sensitive data from my Formsite forms?
Latenode uses secure encryption methods to protect all data transmitted between Formsite and CloudTalk, ensuring the privacy of your sensitive information.
Are there any limitations to the Formsite and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: