Formsite and CloudTalk Integration

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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.

Swap Apps

Formsite

CloudTalk

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Formsite and CloudTalk

Create a New Scenario to Connect Formsite 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 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.

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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.

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Connect Formsite

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Run node once

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.

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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.

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Sign In

Run node once

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.

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Run node once

Set Up the Formsite 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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Save and Activate the Scenario

After configuring Formsite, 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 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.

Most powerful ways to connect Formsite and CloudTalk

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.

Formsite and CloudTalk integration alternatives

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.

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.

See how Latenode works

FAQ Formsite and CloudTalk

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

To connect your Formsite account to CloudTalk on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Formsite and click on "Connect".
  • Authenticate your Formsite and CloudTalk accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create new CloudTalk contacts from each new Formsite submission.
  • Send SMS notifications via CloudTalk upon form submission.
  • Log form submission details in CloudTalk call notes.
  • Trigger CloudTalk calls based on specific form answers.
  • Update contact information in CloudTalk from updated forms.

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:

  • Complex conditional logic may require custom JavaScript nodes.
  • Rate limits of the Formsite or CloudTalk API may affect high-volume workflows.
  • File uploads from Formsite might require additional parsing steps.

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