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How to connect Basin and OpenPhone
Create a New Scenario to Connect Basin 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 Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or OpenPhone will be your first step. To do this, click "Choose an app," find Basin or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the Basin 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 Basin 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 Basin 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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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Basin, 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 Basin and OpenPhone integration works as expected. Depending on your setup, data should flow between Basin 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 Basin and OpenPhone
Basin + OpenPhone + Slack: When a new form is submitted via Basin, the automation retrieves the associated phone number and sends a notification to a designated Slack channel to alert the sales team for immediate follow-up.
Basin + OpenPhone + Google Sheets: Whenever a new form is submitted through Basin, the automation logs the form data and relevant call details from OpenPhone into a Google Sheet, facilitating comprehensive lead tracking and analysis.
Basin and OpenPhone integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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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 Basin and OpenPhone
How can I connect my Basin account to OpenPhone using Latenode?
To connect your Basin account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I log new Basin submissions in OpenPhone contacts?
Yes, you can! Latenode's visual editor makes it easy to automate contact creation in OpenPhone from new Basin form entries, improving customer relationship management.
What types of tasks can I perform by integrating Basin with OpenPhone?
Integrating Basin with OpenPhone allows you to perform various tasks, including:
- Automatically creating new OpenPhone contacts from Basin form submissions.
- Sending SMS notifications via OpenPhone for critical Basin form events.
- Logging Basin submission details as notes in OpenPhone contact profiles.
- Triggering OpenPhone calls or SMS based on specific Basin form responses.
- Updating OpenPhone contacts with data submitted through Basin forms.
How does Latenode handle complex Basin form data for OpenPhone integration?
Latenode provides powerful data transformation tools to map Basin data fields to OpenPhone fields, ensuring accurate data transfer.
Are there any limitations to the Basin and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Rate limits of both Basin and OpenPhone APIs apply.
- File uploads from Basin forms may require additional processing steps.
