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How to connect Captions and OpenPhone
Create a New Scenario to Connect Captions 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 Captions, triggered by another scenario, or executed manually (for testing purposes). In most cases, Captions or OpenPhone will be your first step. To do this, click "Choose an app," find Captions or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Captions Node
Select the Captions node from the app selection panel on the right.
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Configure the Captions
Click on the Captions node to configure it. You can modify the Captions URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the OpenPhone Node
Next, click the plus (+) icon on the Captions 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 Captions 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 Captions 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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Save and Activate the Scenario
After configuring Captions, 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 Captions and OpenPhone integration works as expected. Depending on your setup, data should flow between Captions 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 Captions and OpenPhone
OpenPhone + Captions + Slack: When a call summary is generated in OpenPhone, the summary along with the generated captions from Captions are sent to a dedicated Slack channel for team review.
OpenPhone + Captions + Google Sheets: Logs details from OpenPhone calls, including summaries and captions generated by Captions, into a Google Sheet for data analysis and record-keeping.
Captions and OpenPhone integration alternatives
About Captions
Need accurate, automated captions for videos? Integrate Captions with Latenode to generate and sync subtitles across platforms. Automate video accessibility for marketing, training, or support. Latenode adds scheduling, file handling, and error control to Captions, making scalable captioning workflows simple and efficient.
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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 Captions and OpenPhone
How can I connect my Captions account to OpenPhone using Latenode?
To connect your Captions account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Captions and click on "Connect".
- Authenticate your Captions and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update OpenPhone contacts from Captions data?
Yes, you can! Latenode's visual editor simplifies data mapping. Easily update OpenPhone contacts with enriched information gathered from Captions to improve customer engagement.
What types of tasks can I perform by integrating Captions with OpenPhone?
Integrating Captions with OpenPhone allows you to perform various tasks, including:
- Create new OpenPhone contacts from transcribed Captions data.
- Send SMS notifications via OpenPhone for new Captions transcriptions.
- Log Captions transcription summaries as notes in OpenPhone contacts.
- Trigger OpenPhone calls based on keywords identified in Captions.
- Automatically share Captions transcripts via OpenPhone SMS.
How secure is my Captions data when using Latenode?
Latenode employs robust security measures, including encryption and access controls, to ensure your Captions data is handled securely during integration.
Are there any limitations to the Captions and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the APIs of both apps.
- Complex data transformations may require JavaScript knowledge.
- Large data volumes might affect workflow execution speed.
