Knack and CloudTalk Integration

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Automatically create CloudTalk contacts from new Knack entries and keep your customer data in sync, using Latenode’s visual editor for custom data transformations and affordable per-execution pricing.

Swap Apps

Knack

CloudTalk

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Knack and CloudTalk

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

Add the Knack Node

Select the Knack node from the app selection panel on the right.

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Knack

Configure the Knack

Click on the Knack node to configure it. You can modify the Knack URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Knack

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Connect Knack

Sign In

Run node once

Add the CloudTalk Node

Next, click the plus (+) icon on the Knack 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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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.

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Knack

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CloudTalk

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Connect CloudTalk

Sign In

Run node once

Configure the Knack 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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Select an action *

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The action ID

Run node once

Set Up the Knack 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 Knack, 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 Knack and CloudTalk integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and CloudTalk

CloudTalk + Knack + Slack: When a new call is registered in CloudTalk, a corresponding task is created in Knack to ensure a callback. The team is then notified via Slack about the new task.

CloudTalk + Knack + Google Sheets: Every new call in CloudTalk triggers the creation of a record in Knack. Subsequently, relevant call details are added as a new row in a Google Sheet for reporting purposes.

Knack and CloudTalk integration alternatives

About Knack

Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.

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 Knack and CloudTalk

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

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

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

Can I automatically update Knack records based on CloudTalk call data?

Yes, with Latenode! Automatically update Knack records with call details from CloudTalk. Use our visual editor and JavaScript blocks for custom logic, ensuring seamless data synchronization.

What types of tasks can I perform by integrating Knack with CloudTalk?

Integrating Knack with CloudTalk allows you to perform various tasks, including:

  • Create new Knack records from CloudTalk call summaries.
  • Update existing Knack records with call durations.
  • Trigger CloudTalk callbacks based on Knack data changes.
  • Send SMS via CloudTalk when a new record is created in Knack.
  • Log CloudTalk call outcomes directly in Knack automatically.

Can I use JavaScript to customize my Knack + CloudTalk automations?

Yes! Latenode offers full JavaScript support. Tailor your Knack and CloudTalk workflows using code, enhancing data transformation and logic.

Are there any limitations to the Knack and CloudTalk integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Rate limits imposed by Knack and CloudTalk may affect high-volume workflows.
  • Complex data transformations might require custom JavaScript coding.
  • Real-time synchronization depends on the API availability of both platforms.

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