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How to connect Motion and CloudTalk
Create a New Scenario to Connect Motion 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 Motion, triggered by another scenario, or executed manually (for testing purposes). In most cases, Motion or CloudTalk will be your first step. To do this, click "Choose an app," find Motion or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Motion Node
Select the Motion node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Motion 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 Motion 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 Motion 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 Motion, 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 Motion and CloudTalk integration works as expected. Depending on your setup, data should flow between Motion 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 Motion and CloudTalk
CloudTalk + Motion + Slack: When a new call is registered in CloudTalk, if the call is missed, a task is created in Motion, and a notification is sent to a designated Slack channel.
CloudTalk + Motion + HubSpot: When a new call occurs in CloudTalk, update the contact activity in HubSpot and then create a related task in Motion.
Motion and CloudTalk integration alternatives
About Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
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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 Motion and CloudTalk
How can I connect my Motion account to CloudTalk using Latenode?
To connect your Motion account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Motion and click on "Connect".
- Authenticate your Motion and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create tasks in Motion from new CloudTalk calls?
Yes, you can! Latenode's visual editor makes it easy to create automations. Automatically create follow-up tasks in Motion whenever a new call is logged in CloudTalk, boosting your team's efficiency.
What types of tasks can I perform by integrating Motion with CloudTalk?
Integrating Motion with CloudTalk allows you to perform various tasks, including:
- Automatically creating Motion tasks from missed CloudTalk calls.
- Logging CloudTalk call details within Motion project notes.
- Updating Motion task statuses based on CloudTalk call outcomes.
- Triggering CloudTalk calls when a Motion task is assigned.
- Sending SMS notifications via CloudTalk upon Motion task completion.
How does Latenode handle data synchronization between Motion and CloudTalk?
Latenode uses secure data mapping, transformations, and scheduled syncs to ensure data consistency between Motion and CloudTalk.
Are there any limitations to the Motion and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization may be subject to API rate limits of Motion and CloudTalk.
- Complex data transformations may require custom JavaScript code.
- Integration is limited to the data and actions exposed by the Motion and CloudTalk APIs.
