?>

Plaid + CloudTalk Integrations

Appy Pie Connect allows you to automate multiple workflows between Plaid and CloudTalk

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

About CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

CloudTalk Integrations

Best ways to Integrate Plaid + CloudTalk

  • Plaid Asana

    CloudTalk + Asana

    Create Asana tasks for missed CloudTalk Calls Read More...
    Close
    When this happens...
    Plaid New Call
     
    Then do this...
    Asana Create Task
    Asana is an app for project management. By using this Appy Pie Connect automation, you can create Asana tasks to CloudTalk calls you missed. After setting this integration, Appy pie Connect will create Asana tasks when CloudTalk missed calls are detected. This is useful if you want to make sure those notifications get followed up on.
    How This Integration Works
    • A new missed call in detected in CloudTalk
    • Appy Pie Connect creates a task in Asana
    What You Need
    • CloudTalk account
    • Asana account
  • Plaid Slack

    CloudTalk + Slack

    Send Slack messages when CloudTalk calls are missed Read More...
    Close
    When this happens...
    Plaid New Call
     
    Then do this...
    Slack Send Channel Message
    Do you ever miss out on a CloudTalk call because you are not at your desk? Appy Pie Connect can make sure you never miss out again! With this integration, as soon as someone on your CloudTalk team misses a call Appy Pie Connect will send a Slack message to let them know. All they have to do is click the message and join the call from their computer or smartphone.
    How This CloudTalk-Slack Integration Works
    • When you missed a call in CloudTalk
    • Appy Pie Connect sends a channel message in Slack
    What You Need
    • CloudTalk account
    • Slack account
  • Plaid Gmail

    CloudTalk + Gmail

    Create Draft to Gmail from New Call in CloudTalk Read More...
    Close
    When this happens...
    Plaid New Call
     
    Then do this...
    Gmail Create Draft
  • Plaid Gmail

    CloudTalk + Gmail

    Send Email in Gmail when New Call is created in CloudTalk Read More...
    Close
    When this happens...
    Plaid New Call
     
    Then do this...
    Gmail Send Email
  • Plaid Gmail

    CloudTalk + Gmail

    Create Label to Gmail from New Call in CloudTalk Read More...
    Close
    When this happens...
    Plaid New Call
     
    Then do this...
    Gmail Create Label
  • Plaid {{item.actionAppName}}

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Plaid + CloudTalk in easier way

It's easy to connect Plaid + CloudTalk without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

How Plaid & CloudTalk Integrations Work

  1. Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick CloudTalk as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Plaid to CloudTalk.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.