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How to connect Jira and CloudTalk
Create a New Scenario to Connect Jira 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 Jira, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jira or CloudTalk will be your first step. To do this, click "Choose an app," find Jira or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Jira Node
Select the Jira node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Jira 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 Jira 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 Jira 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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Save and Activate the Scenario
After configuring Jira, 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 Jira and CloudTalk integration works as expected. Depending on your setup, data should flow between Jira 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 Jira and CloudTalk
CloudTalk + Jira + Slack: When a new call is made in CloudTalk, and an issue is created in Jira, a notification is sent to a Slack channel with details of the Jira issue.
CloudTalk + Jira + Google Sheets: Logs information about CloudTalk calls related to specific Jira tickets to a Google Sheet for reporting purposes.
Jira and CloudTalk integration alternatives
About Jira
Sync Jira issues to other tools or trigger actions based on status changes. Automate bug reporting, task assignment, or notifications without code. Latenode lets you visually integrate Jira into complex workflows. Extend functionality with JavaScript and control costs with execution-based pricing, not per-step fees.
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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 Jira and CloudTalk
How can I connect my Jira account to CloudTalk using Latenode?
To connect your Jira account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jira and click on "Connect".
- Authenticate your Jira and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Jira issues from missed CloudTalk calls?
Yes, you can! Latenode's visual editor makes it easy to trigger Jira issue creation upon a missed call in CloudTalk, ensuring no potential customer slips through the cracks.
What types of tasks can I perform by integrating Jira with CloudTalk?
Integrating Jira with CloudTalk allows you to perform various tasks, including:
- Create Jira issues for high-priority CloudTalk customer interactions.
- Automatically log CloudTalk call details as comments in existing Jira tickets.
- Sync Jira issue status updates with CloudTalk contact properties.
- Trigger CloudTalk SMS messages based on Jira issue resolution.
- Send a CloudTalk call summary to Jira after each completed call.
How do I handle complex data transformations between Jira and CloudTalk?
Latenode lets you use JavaScript code blocks to reshape data to fit your exact needs. This overcomes limitations of simple integrations and avoids custom code.
Are there any limitations to the Jira and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Jira and CloudTalk is not directly supported.
- The integration relies on the APIs of both Jira and CloudTalk, which may have usage limits.
- Real-time synchronization of all data points may be subject to API rate limits.
