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How to connect 7todos and OpenPhone
Create a New Scenario to Connect 7todos and OpenPhone
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 7todos, triggered by another scenario, or executed manually (for testing purposes). In most cases, 7todos or OpenPhone will be your first step. To do this, click "Choose an app," find 7todos or OpenPhone, and select the appropriate trigger to start the scenario.
Add the 7todos Node
Select the 7todos node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the 7todos node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
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Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the 7todos and OpenPhone 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 7todos and OpenPhone 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 7todos, OpenPhone, 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 7todos and OpenPhone integration works as expected. Depending on your setup, data should flow between 7todos and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect 7todos and OpenPhone
OpenPhone + 7todos + Slack: When a call is missed in OpenPhone, a follow-up task is created in 7todos, and a Slack notification is sent to a designated team channel.
OpenPhone + 7todos + Google Calendar: Upon a missed call in OpenPhone, a follow-up call is scheduled in Google Calendar, and a reminder task is created in 7todos.
7todos and OpenPhone integration alternatives
About 7todos
Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.
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About OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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See how Latenode works
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FAQ 7todos and OpenPhone
How can I connect my 7todos account to OpenPhone using Latenode?
To connect your 7todos account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select 7todos and click on "Connect".
- Authenticate your 7todos and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I log OpenPhone calls as completed 7todos tasks?
Yes, you can! Latenode's visual builder makes it easy to create automations that log OpenPhone calls in 7todos, improving task tracking and reporting automatically.
What types of tasks can I perform by integrating 7todos with OpenPhone?
Integrating 7todos with OpenPhone allows you to perform various tasks, including:
- Creating a new 7todos task when a call ends in OpenPhone.
- Sending SMS reminders via OpenPhone for upcoming 7todos deadlines.
- Updating a 7todos task status based on OpenPhone conversation analysis.
- Logging OpenPhone call details into a specific 7todos project.
- Triggering an OpenPhone call when a 7todos task becomes overdue.
What 7todos data can I access through Latenode?
Latenode provides access to tasks, projects, tags, and other 7todos entities, which you can use in workflows with OpenPhone.
Are there any limitations to the 7todos and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the API limits of both 7todos and OpenPhone.
- Complex workflows may require JavaScript knowledge for advanced data manipulation.
- Initial setup requires understanding of 7todos and OpenPhone data structures.
