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How to connect Bexio and OpenPhone
Create a New Scenario to Connect Bexio 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 Bexio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bexio or OpenPhone will be your first step. To do this, click "Choose an app," find Bexio or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Bexio Node
Select the Bexio node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the Bexio 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 Bexio 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 Bexio 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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OpenPhone
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, 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 Bexio and OpenPhone integration works as expected. Depending on your setup, data should flow between Bexio 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 Bexio and OpenPhone
OpenPhone + Bexio + Slack: When a new call or SMS event occurs in OpenPhone, the automation checks if the contact exists in Bexio. If the contact exists, a Slack notification is sent.
OpenPhone + Bexio + Google Sheets: For every new call in OpenPhone, find corresponding customer data in Bexio and log the call details along with the Bexio customer data into a Google Sheet for reporting purposes.
Bexio and OpenPhone integration alternatives
About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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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 Bexio and OpenPhone
How can I connect my Bexio account to OpenPhone using Latenode?
To connect your Bexio account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bexio and click on "Connect".
- Authenticate your Bexio and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically SMS new Bexio contacts using OpenPhone?
Yes, you can! Latenode's visual editor makes it simple to trigger OpenPhone SMS sends when new contacts are added in Bexio, boosting customer engagement instantly.
What types of tasks can I perform by integrating Bexio with OpenPhone?
Integrating Bexio with OpenPhone allows you to perform various tasks, including:
- Create OpenPhone contacts from new Bexio customer entries.
- Log OpenPhone call activity to specific Bexio customer profiles.
- Send SMS appointment reminders via OpenPhone to Bexio customers.
- Trigger OpenPhone calls when new Bexio invoices are generated.
- Update Bexio contact details based on OpenPhone conversation data.
What Bexio data can I access using Latenode integrations?
Latenode allows you to access contact, invoice, product, and project data, enabling you to automate complex sales and support workflows.
Are there any limitations to the Bexio and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- High-volume data syncs are subject to API rate limits from both apps.
- Custom field mappings may need manual configuration.
