How to connect Formstack and CloudTalk
Create a New Scenario to Connect Formstack 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 Formstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formstack or CloudTalk will be your first step. To do this, click "Choose an app," find Formstack or CloudTalk, and select the appropriate trigger to start the scenario.

Add the Formstack Node
Select the Formstack node from the app selection panel on the right.


Formstack

Configure the Formstack
Click on the Formstack node to configure it. You can modify the Formstack 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 Formstack 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 Formstack 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 Formstack 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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AI Anthropic Claude 3
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CloudTalk
Trigger on Webhook
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Webhook response

Save and Activate the Scenario
After configuring Formstack, 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 Formstack and CloudTalk integration works as expected. Depending on your setup, data should flow between Formstack 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 Formstack and CloudTalk
Formstack + CloudTalk + Slack: When a new form submission is received in Formstack, a new activity is created in CloudTalk for a designated agent. Subsequently, a message is sent to a Slack channel notifying the team about the new submission and the assigned activity.
CloudTalk + Formstack + Google Sheets: When a new call is registered in CloudTalk, the details of the call, along with associated data retrieved from Formstack (using a lookup based on caller ID or another shared identifier), are logged in a Google Sheet for reporting purposes.
Formstack and CloudTalk integration alternatives

About Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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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
FAQ Formstack and CloudTalk
How can I connect my Formstack account to CloudTalk using Latenode?
To connect your Formstack account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formstack and click on "Connect".
- Authenticate your Formstack and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update CloudTalk contacts from Formstack submissions?
Yes, you can! Latenode allows you to create automated workflows to keep your CloudTalk contact lists synchronized with new Formstack entries. Benefit from error-free data transfers.
What types of tasks can I perform by integrating Formstack with CloudTalk?
Integrating Formstack with CloudTalk allows you to perform various tasks, including:
- Create a new CloudTalk contact from a new Formstack submission.
- Send SMS messages via CloudTalk upon form submission.
- Log Formstack submission data in CloudTalk call notes.
- Trigger a CloudTalk call when a high-priority form is submitted.
- Update CloudTalk contact details based on Formstack updates.
Can I use custom JavaScript code to transform Formstack data before sending it to CloudTalk?
Yes! Latenode allows custom JavaScript functions, enabling you to transform Formstack data to fit CloudTalk’s format precisely.
Are there any limitations to the Formstack and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API limits of both services.
- File uploads from Formstack to CloudTalk might require configuring additional storage.