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How to connect Linear and CloudTalk
Create a New Scenario to Connect Linear 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 Linear, triggered by another scenario, or executed manually (for testing purposes). In most cases, Linear or CloudTalk will be your first step. To do this, click "Choose an app," find Linear or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Linear Node
Select the Linear node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Linear 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 Linear 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 Linear 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 Linear, 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 Linear and CloudTalk integration works as expected. Depending on your setup, data should flow between Linear 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 Linear and CloudTalk
Linear + Slack + CloudTalk: When a new issue is created in Linear, a message is sent to a designated Slack channel notifying the CloudTalk support team. This allows them to proactively address potential customer inquiries related to the issue.
CloudTalk + Linear + Google Sheets: When a new call is received in CloudTalk, the automation searches for associated Linear issues. If an issue is found, details of the call are logged into a Google Sheet, providing a record of support interactions related to specific issues.
Linear and CloudTalk integration alternatives
About Linear
Connect Linear to Latenode for automated issue tracking. Streamline bug reporting from various sources. Automatically create Linear issues from form submissions or customer support tickets. Update issue statuses based on events in other systems like Git or CI/CD pipelines, all within a scalable, low-code workflow.
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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 Linear and CloudTalk
How can I connect my Linear account to CloudTalk using Latenode?
To connect your Linear account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Linear and click on "Connect".
- Authenticate your Linear and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Linear issues from CloudTalk calls?
Yes, you can! Latenode allows you to automate issue creation based on call data, streamlining bug tracking and improving team collaboration with customizable, code-enhanced workflows.
What types of tasks can I perform by integrating Linear with CloudTalk?
Integrating Linear with CloudTalk allows you to perform various tasks, including:
- Creating Linear issues when a CloudTalk call results in a support request.
- Updating Linear issue status based on CloudTalk call outcomes.
- Logging CloudTalk call details as comments in Linear issues.
- Triggering CloudTalk calls when a new Linear issue is created.
- Synchronizing contact data between Linear and CloudTalk.
How do I handle complex data transformations between Linear and CloudTalk?
Latenode offers flexible data mapping and transformation using JavaScript and AI, enabling seamless handling of complex data structures across Linear and CloudTalk.
Are there any limitations to the Linear and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Linear and CloudTalk is not directly supported.
- Very complex custom field mappings may require advanced JavaScript coding.
- Real-time synchronization of large datasets might experience slight delays.
