How to connect BambooHR and OpenPhone
Create a New Scenario to Connect BambooHR 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 BambooHR, triggered by another scenario, or executed manually (for testing purposes). In most cases, BambooHR or OpenPhone will be your first step. To do this, click "Choose an app," find BambooHR or OpenPhone, and select the appropriate trigger to start the scenario.

Add the BambooHR Node
Select the BambooHR node from the app selection panel on the right.


BambooHR

Configure the BambooHR
Click on the BambooHR node to configure it. You can modify the BambooHR URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the OpenPhone Node
Next, click the plus (+) icon on the BambooHR 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 BambooHR 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 BambooHR 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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AI Anthropic Claude 3
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OpenPhone
Trigger on Webhook
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BambooHR
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Webhook response

Save and Activate the Scenario
After configuring BambooHR, 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 BambooHR and OpenPhone integration works as expected. Depending on your setup, data should flow between BambooHR 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 BambooHR and OpenPhone
BambooHR + OpenPhone + Slack: When a new employee is added to BambooHR, create a contact in OpenPhone with their information. Then, send a notification to a Slack channel to inform the team about the new hire.
OpenPhone + BambooHR + Google Sheets: When a call ends in OpenPhone, log the call details (summary or transcript) to Google Sheets. Also, update the employee's record in BambooHR with notes from the call.
BambooHR and OpenPhone integration alternatives

About BambooHR
Streamline HR processes. Use BambooHR with Latenode to automate onboarding, offboarding, and employee data sync. Automatically update other systems (like payroll or Slack) based on BambooHR changes. Centralize HR workflows in a visual no-code builder. Reduce manual data entry and ensure consistency across all platforms.
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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
FAQ BambooHR and OpenPhone
How can I connect my BambooHR account to OpenPhone using Latenode?
To connect your BambooHR account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select BambooHR and click on "Connect".
- Authenticate your BambooHR and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update OpenPhone when new hires join?
Yes, you can! Latenode lets you sync BambooHR new hire data to OpenPhone automatically, so you can instantly provision phone numbers and accounts. Save time and reduce manual errors with our visual builder.
What types of tasks can I perform by integrating BambooHR with OpenPhone?
Integrating BambooHR with OpenPhone allows you to perform various tasks, including:
- Automatically creating new OpenPhone users when a new employee is added to BambooHR.
- Updating employee contact information in OpenPhone when it changes in BambooHR.
- Sending welcome SMS messages via OpenPhone to new hires listed in BambooHR.
- Logging OpenPhone call activity against employee records in BambooHR.
- Triggering OpenPhone notifications based on BambooHR employee status changes.
HowsecureistheBambooHRintegrationwithOpenPhoneonLatenode?
Latenode uses industry-standard security protocols, including encryption, to protect your data during BambooHR and OpenPhone integration.Yourcredentialsarestoredsecurely.
Are there any limitations to the BambooHR and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding within Latenode.
- The integration relies on the availability and stability of the BambooHR and OpenPhone APIs.
- Real-time synchronization depends on the polling intervals configured within your Latenode workflow.