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Automatically create new Bexio contacts from OpenPhone calls or texts, or update existing ones. Latenode’s visual editor and affordable pricing make complex contact automations easy and scalable, even with custom JavaScript logic.
Connect Bexio and OpenPhone in minutes with Latenode.
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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.
Bexio
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.
Bexio
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OpenPhone
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:
JavaScript
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AI Anthropic Claude 3
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OpenPhone
Trigger on Webhook
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Bexio
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Iterator
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Webhook response
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.
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.
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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How can I connect my Bexio account to OpenPhone using Latenode?
To connect your Bexio account to OpenPhone on Latenode, follow these steps:
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:
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: