Moxie and CloudTalk Integration

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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.

Swap Apps

Moxie

CloudTalk

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Moxie and CloudTalk

Create a New Scenario to Connect Moxie and CloudTalk

In the workspace, click the β€œCreate 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 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.

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Moxie

Configure the Moxie

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

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Moxie

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Connect Moxie

Sign In
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Run node once

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.

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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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Run node once

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.

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CloudTalk Oauth 2.0

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Change

Select an action *

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The action ID

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Run node once

Set Up the Moxie 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 Moxie, 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 β€œRun once” 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.

Most powerful ways to connect Moxie and CloudTalk

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.

Moxie and CloudTalk integration alternatives

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.

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 Moxie and CloudTalk

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

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

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

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:

  • Create CloudTalk contacts from new Moxie support tickets.
  • Log CloudTalk calls as activities within Moxie.
  • Trigger Moxie actions based on CloudTalk call outcomes.
  • Send SMS updates via CloudTalk when a Moxie ticket is resolved.
  • Analyze support trends by combining Moxie and CloudTalk data.

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:

  • Historical data migration requires manual setup.
  • Complex custom fields might need JavaScript transformation.
  • Real-time data sync is subject to API rate limits.

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