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How to connect Monday and CloudTalk
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or CloudTalk will be your first step. To do this, click "Choose an app," find Monday or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and CloudTalk integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and CloudTalk
CloudTalk + Monday + Slack: When a new call is logged in CloudTalk, a task is created in Monday. The relevant team is then notified via Slack about the new task.
CloudTalk + Monday + Google Sheets: When a new call is logged in CloudTalk, the call details and related Monday project information are added to a Google Sheet for reporting purposes.
Monday and CloudTalk integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or 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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FAQ Monday and CloudTalk
How can I connect my Monday account to CloudTalk using Latenode?
To connect your Monday account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Monday with CloudTalk call details?
Yes, you can! Latenode automates updating Monday with call details from CloudTalk, saving time. Use our no-code editor or JavaScript blocks for advanced data transformation.
What types of tasks can I perform by integrating Monday with CloudTalk?
Integrating Monday with CloudTalk allows you to perform various tasks, including:
- Create Monday items from new CloudTalk calls.
- Update Monday items with CloudTalk call notes.
- Trigger CloudTalk calls from Monday status changes.
- Log CloudTalk call durations in Monday columns.
- Send SMS via CloudTalk when a Monday task is due.
HowdoIhandlecomplexMondaydatamanipulationinLatenode?
Latenode offers JavaScript blocks. This lets you transform data from Monday before sending it to CloudTalk, enabling highly customized workflows.
Are there any limitations to the Monday and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time updates depend on Monday and CloudTalk API rate limits.
- Historical data migration needs custom workflow design.
