.svg){kind=icon}
How to connect Box and OpenPhone
Create a New Scenario to Connect Box 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 Box, triggered by another scenario, or executed manually (for testing purposes). In most cases, Box or OpenPhone will be your first step. To do this, click "Choose an app," find Box or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Box Node
Select the Box node from the app selection panel on the right.
+
1
Box
Add the OpenPhone Node
Next, click the plus (+) icon on the Box node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
1
Box
⚙
+
2
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 Box 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 Box 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
OpenPhone
1
Trigger on Webhook
⚙
2
Box
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Box, 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 Box and OpenPhone integration works as expected. Depending on your setup, data should flow between Box 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 Box and OpenPhone
Box + Slack: When a new file is added to a specific folder in Box, a message is sent to a designated Slack channel notifying the sales team about the new contract.
OpenPhone + Box + Zoho CRM: When a new call event is recorded in OpenPhone, the call recording is saved to a client's folder in Box. Then, the client's record in Zoho CRM is updated with information about the call and a link to the recording.
Box and OpenPhone integration alternatives
About Box
Automate Box file management within Latenode workflows. Trigger actions based on file uploads, updates, or deletions. Streamline content workflows: automatically process files, extract data, and route them to other apps like CRMs or databases. Use Latenode’s visual editor to build flexible, scalable solutions without code, and reduce manual file handling.
Similar apps
Related categories
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.
Related categories
See how Latenode works
.svg)
.png)
FAQ Box and OpenPhone
How can I connect my Box account to OpenPhone using Latenode?
To connect your Box account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Box and click on "Connect".
- Authenticate your Box and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save OpenPhone voicemails to Box?
Yes, with Latenode! Automatically save voicemails and transcripts directly to Box. Benefit from Latenode's file parsing to categorize and name files for easy access.
What types of tasks can I perform by integrating Box with OpenPhone?
Integrating Box with OpenPhone allows you to perform various tasks, including:
- Save OpenPhone call recordings to specific Box folders.
- Automatically create Box folders for new OpenPhone contacts.
- Log OpenPhone call details in a Box spreadsheet.
- Share Box files via OpenPhone SMS messages.
- Trigger OpenPhone calls when files are added to Box.
Can I customize the data transferred between Box and OpenPhone?
Yes! Latenode allows you to precisely map and transform data using JavaScript and AI steps for highly customized workflows.
Are there any limitations to the Box and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Box may impact workflow execution time.
- OpenPhone API call limits can affect high-volume automation.
- Advanced Box permissions require careful configuration.
