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Automatically generate and send personalized PDF documents via CloudTalk calls. Latenode's visual editor and affordable pricing make complex document workflows with PDF.co simple to automate and scale without code, even with customized logic.
Connect PDF.co and CloudTalk in minutes with Latenode.
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Create a New Scenario to Connect PDF.co 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 PDF.co, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDF.co or CloudTalk will be your first step. To do this, click "Choose an app," find PDF.co or CloudTalk, and select the appropriate trigger to start the scenario.
Add the PDF.co Node
Select the PDF.co node from the app selection panel on the right.
PDF.co
Add the CloudTalk Node
Next, click the plus (+) icon on the PDF.co 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.
Configure the PDF.co 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 PDF.co 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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PDF.co
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PDF.co, 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 PDF.co and CloudTalk integration works as expected. Depending on your setup, data should flow between PDF.co and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
CloudTalk + PDF.co + Google Sheets: When a new call ends in CloudTalk, the automation extracts data from a related PDF using PDF.co's parsing capabilities and then logs the call details along with the extracted information into a Google Sheets spreadsheet.
CloudTalk + PDF.co + Salesforce: When a call ends in CloudTalk, the automation extracts relevant data. Then, PDF.co parses related documents. Finally, it uses this information to create a new lead or update an existing opportunity in Salesforce.
About PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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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 PDF.co account to CloudTalk using Latenode?
To connect your PDF.co account to CloudTalk on Latenode, follow these steps:
Can I automatically store call transcripts in PDF format?
Yes, you can! Latenode's visual editor makes it easy to automate this. Automatically convert CloudTalk call transcripts to PDFs using PDF.co, archiving them for compliance and record-keeping.
What types of tasks can I perform by integrating PDF.co with CloudTalk?
Integrating PDF.co with CloudTalk allows you to perform various tasks, including:
How can I customize PDF output within my Latenode automation flows?
Latenode's JavaScript code blocks enable advanced PDF.co customizations. Tailor layouts, fonts, and data handling beyond standard options.
Are there any limitations to the PDF.co and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: