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How to connect Beamer and OpenPhone
Create a New Scenario to Connect Beamer 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 Beamer, triggered by another scenario, or executed manually (for testing purposes). In most cases, Beamer or OpenPhone will be your first step. To do this, click "Choose an app," find Beamer or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Beamer Node
Select the Beamer node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the Beamer 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 Beamer 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 Beamer 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 Beamer, 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 Beamer and OpenPhone integration works as expected. Depending on your setup, data should flow between Beamer 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 Beamer and OpenPhone
Beamer + OpenPhone + Slack: When a user reacts to a Beamer announcement and calls the OpenPhone number, send a Slack message to a designated channel, notifying the team of the interaction.
OpenPhone + Beamer + HubSpot: When a new call is received in OpenPhone, create a call engagement in HubSpot and then trigger a relevant Beamer announcement based on caller information.
Beamer and OpenPhone integration alternatives
About Beamer
Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.
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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 Beamer and OpenPhone
How can I connect my Beamer account to OpenPhone using Latenode?
To connect your Beamer account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Beamer and click on "Connect".
- Authenticate your Beamer and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Beamer updates from new OpenPhone voicemails?
Yes, you can! Latenode enables this automation, instantly notifying users about OpenPhone voicemails via Beamer. This ensures important messages are never missed, enhancing team responsiveness.
What types of tasks can I perform by integrating Beamer with OpenPhone?
Integrating Beamer with OpenPhone allows you to perform various tasks, including:
- Automatically posting Beamer updates when a new OpenPhone call ends.
- Creating OpenPhone contacts from new Beamer subscriber data.
- Sending personalized Beamer announcements based on OpenPhone call tags.
- Logging OpenPhone call details to a database triggered by Beamer events.
- Updating Beamer user segments based on OpenPhone activity.
Can I customize Beamer messages using OpenPhone data in Latenode?
Yes! Latenode's JavaScript and AI blocks let you deeply personalize Beamer updates, incorporating OpenPhone data for highly targeted announcements.
Are there any limitations to the Beamer and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Beamer and OpenPhone isn't directly supported.
- Complex conditional logic may require JavaScript knowledge.
- Rate limits of Beamer and OpenPhone APIs apply.
