CloudTalk + NationBuilder

CloudTalk + NationBuilder integrations

Manage new CloudTalk calls by creating or updating persons in NationBuilder

Effortlessly manage your contacts across applications with this seamless workflow. When you have a new call in CloudTalk, this automation simultaneously updates or creates a new person profile in NationBuilder. This helps ensure your information is always up-to-date, enhancing your efficiency and communication strategies.

When this happens...
New CallTriggers when call is made via CloudTalk.
TriggerInstant
automatically do this!
Create/Update PersonCreates a new person or organization in NationBuilder. If the person already exists, it will update the existing person.
ActionWrite

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More things you can do with CloudTalk and NationBuilder

Discover other triggers and actions you can use with CloudTalk and NationBuilder

New Call
Triggers when call is made via CloudTalk.
Trigger
Instant
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New SMS
Triggers when a SMS is sent/received via CloudTalk
Trigger
Instant
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- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone number
  Required
- Email
- Contact Company
- External Link
Action
Write
- From Number
  Required
- To Number
  Required
- Message Text
  Required
Action
Write
- Keyword
  Required
Action
Search

- Site ID
- Calendar Page
- Include Page Details
Trigger
Polling
Try It
- Site ID
- Page Type
Trigger
Polling
Try It

- Website
- Suggestion Page
Trigger
Polling
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- Site ID
- Event ID
- Page ID
- Event Name
Trigger
Polling
Try It
- Path ID
  Required
Trigger
Polling
Try It
- List ID
  Required
- Person ID
  Required
Action
Write
- Person ID
  Required
- Awarded Amount
  Required
Action
Write
- Person ID
- Email
- First Name
  Required
- Middle Name
- Last Name
  Required
- Private Donation
  Required
- Payment Type Name
  Required
- Send Donor Receipt
  Required
- Amount
  Required
- Succeeded At
- Donation Tracking Code ID
- Billing Address 1
  Required
- Billing Address 2
- Billing City
  Required
- Billing State
  Required
- Billing ZIP Code
  Required
- Billing Country Code
  Required
- Billing Latitude
- Billing Longitude
- Note
- Page ID
- Membership Type ID
- Membership Expiration Date
- Grace Period Number of Time Periods
- Grace Period Time Period Type
- Activity Author ID
Action
Write
- Event Page ID
  Required
- Email
  Required
- Email Opt-in
- First Name
  Required
- Last Name
  Required
- Attendee
  Required
- Canceled
- Amount in Cents
- Guests Count
- Prepaid
- Private
- Volunteer
- Phone Number
- Mobile Number
- Mobile Opt-in
- Home Address Line 1
- Home Address Line 2
- Home City
- Home State
- Home ZIP Code
- Home Country Code
Action
Write
- Membership Type ID
  Required
- Expires On
- Person ID
  Required
- Started At
  Required
- Status
  Required
- Status Reason
- Activity Author ID
- Grace Period Number of Time Periods
- Grace Period Time Period Type
Action
Write
- Person ID
  Required
- Author ID
  Required
- Note Content
  Required
Action
Write
- Signup ID
  Required
- Existing Tag Name
- New Tag Name
Action
Write
- Membership ID
  Required
- Membership Type ID
- Expires On
- Started At
- Status
- Status Reason
- Activity Author ID
- Grace Period Number of Time Periods
- Grace Period Time Period Type
- Trigger Autoresponses
Action
Write
- Site ID
- Event ID
- Page ID
- Event Name
Action
Search
- How to use with Zapier Looping
- Path ID
  Required
Action
Search
- Signup ID
- Tag ID
Action
Search

New Contact
Triggers when a contact is created or updated in CloudTalk.
Trigger
Instant
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- Activity ID
  Required
- Acitivity ID postfix
  Required
- Activity title
  Required
- Activity content
  Required
- Activity meta - price
- Activity meta - status
- Activity meta - color
- Activity link
- Contact ID
  Required
- Contact ID Postfix
  Required
- Contact name
- Contact email
- Contact number
Action
Write
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone number
  Required
- Email
- Contact Company
- External Link
Action
Write
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone Number
  Required
- Email
- Contact Company
- External Link
Action
Write
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Site ID
- Event Page ID
- Include Event Page Details
- Include Signup Details
Trigger
Polling
Try It
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Tag Usage Description
- Tag Name
Trigger
Polling
Try It
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Person ID
  Required
- Path ID
  Required
- Current Step ID
- Current Step Due Date
- Point Person ID
- Current Step Point Person ID
- Description
- Due Date
- Path Value Amount
Action
Write
- Person ID
  Required
- Automation Description
- Automation
  Required
- Campaign URL
- Campaign Source
Action
Write
- Site ID
  Required
- Calendar Page ID
- Page Name
  Required
- Slug
  Required
- Status
  Required
- Title
  Required
- Headline
  Required
- Excerpt
- Event Description
- Start At
  Required
- End At
  Required
- Time Zone
- Capacity Count
- Venue Name
  Required
- Venue Address Line 1
- Venue Address Line 2
- Venue Address Line 3
- Venue City
- Venue State
- Venue ZIP Code
- Venue County
- Venue Country Code
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone Number
- Contact Email Private
- Contact Phone Private
- Accept RSVPs
- Additional RSVPs Count
- Allow Guests
- Show Guests
- Gather Volunteers
- Sends Auto Response
- Private Event
- Event Form Address
- Event Form Phone
- Ticket Currency
- Ticket Price (ex. 10)
- Ticket Purchase URL
- Uses Shifts
- Uses Tickets
- Donation Tracking Code ID
- External ID
- Point Person ID
Action
Write
- Person ID
  Required
- Sender ID
  Required
- Broadcaster ID
- Contact Status
  Required
- Contact Method
  Required
- Note
- Created At
- Social Capital Amount Cost
Action
Write
- Petition ID
  Required
- Person ID
  Required
- Recruiter ID
- Is Private
- Comment
- Trigger Autoresponses
Action
Write
- Email
  Required
- First Name
- Last Name
- Type
  Required
- Phone Number
- Mobile Number
- Email Opt-In
- Unsubscribed At Date
- Mobile Opt-In
- Note
- Volunteer
- Date of Birth
- Employer
- Occupation
- Sex
- Party
- Home Address Line 1
- Home Address Line 2
- Home City
- Home State
- Home ZIP Code
- Home Country Code
- Home Latitude
- Home Longitude
- Tags
- Bio
- Website
- Additional Fields Description
- Additional Fields
Action
Write
- Person ID
  Required
- Tag ID
  Required
Action
Write
- Person ID
  Required
- Path ID
  Required
- Current Step ID
- Path Status
- Current Step Due Date
- Point Person ID
- Current Step Point Person ID
- Description
- Due Date
- Path Value Amount
Action
Write
- List ID
- List Name
Action
Search
- Email
- External ID
- Signup ID
- Sideloaded Objects
- Additional Fields
Action
Search

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About NationBuilder

NationBuilder is designed to power your organizations, movements, and campaigns.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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