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Automatically update Moxie with call data from CloudTalk using Latenode's visual editor, streamlining contact management. Leverage affordable per-execution pricing to scale call insights and trigger automated follow-ups with no-code ease.
Connect Moxie and CloudTalk in minutes with Latenode.
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Create a New Scenario to Connect Moxie and CloudTalk
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or CloudTalk will be your first step. To do this, click "Choose an app," find Moxie or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
Moxie
Add the CloudTalk Node
Next, click the plus (+) icon on the Moxie node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
Moxie
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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.
Configure the Moxie 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 Moxie and CloudTalk Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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CloudTalk
Trigger on Webhook
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Moxie
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Moxie, CloudTalk, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Moxie and CloudTalk integration works as expected. Depending on your setup, data should flow between Moxie and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
CloudTalk + Moxie + Slack: When a call is missed in CloudTalk, a task is created in Moxie. A notification is then sent in Slack to the team, including details about the missed call and the newly created task.
CloudTalk + HubSpot + Moxie: When a new call is logged in CloudTalk, it's logged as a call engagement in HubSpot. If the call is sales related (as determined by call content or other criteria), a follow-up task is created in Moxie.
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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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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How can I connect my Moxie account to CloudTalk using Latenode?
To connect your Moxie account to CloudTalk on Latenode, follow these steps:
Can I automatically update CloudTalk with new Moxie customer data?
Yes, you can! Latenode allows real-time data synchronization, ensuring CloudTalk agents have the latest Moxie customer information for personalized interactions and improved support.
What types of tasks can I perform by integrating Moxie with CloudTalk?
Integrating Moxie with CloudTalk allows you to perform various tasks, including:
CanIuseJavaScripttocustomizeMoxiedataextractioninLatenode?
Yes,Latenode'sJavaScriptsupportallowsadvancedMoxiedataextractionandtransformation,exceedingno-codecapabilitiesforcomplexautomationneeds.
Are there any limitations to the Moxie and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: