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How to connect Jotform and CloudTalk
Create a New Scenario to Connect Jotform 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 Jotform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jotform or CloudTalk will be your first step. To do this, click "Choose an app," find Jotform or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Jotform Node
Select the Jotform node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Jotform 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 Jotform 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 Jotform 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 Jotform, 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 Jotform and CloudTalk integration works as expected. Depending on your setup, data should flow between Jotform 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 Jotform and CloudTalk
Jotform + CloudTalk + Google Sheets: When a new submission is received in Jotform, the data is recorded in a Google Sheet. After a call in CloudTalk regarding that submission, additional information from the call is added to the same row in the Google Sheet.
CloudTalk + Jotform + Slack: After a call is completed in CloudTalk, a direct message containing a link to a Jotform survey is sent to the customer via Slack to gather feedback.
Jotform and CloudTalk integration alternatives
About Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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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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FAQ Jotform and CloudTalk
How can I connect my Jotform account to CloudTalk using Latenode?
To connect your Jotform account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jotform and click on "Connect".
- Authenticate your Jotform and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger calls based on new Jotform submissions?
Yes, you can! Latenode lets you trigger CloudTalk calls when a new submission is received in Jotform. Benefit: automate follow-ups & improve response times, handling higher call volumes.
What types of tasks can I perform by integrating Jotform with CloudTalk?
Integrating Jotform with CloudTalk allows you to perform various tasks, including:
- Automatically create a new CloudTalk contact from Jotform submission data.
- Trigger a CloudTalk SMS message upon a new Jotform form submission.
- Update CloudTalk contact details based on changes in Jotform responses.
- Log Jotform submission details as notes within a CloudTalk contact.
- Create tasks in CloudTalk based on specific Jotform submission criteria.
Can I use JavaScript to transform Jotform data before sending it to CloudTalk?
Yes! Latenode allows using JavaScript blocks to customize Jotform data before it reaches CloudTalk, ensuring data fits your CloudTalk fields perfectly.
Are there any limitations to the Jotform 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 data synchronization depends on the API limits of both platforms.
- File uploads from Jotform to CloudTalk may have size restrictions.
