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How to connect Circle and OpenPhone
Create a New Scenario to Connect Circle 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 Circle, triggered by another scenario, or executed manually (for testing purposes). In most cases, Circle or OpenPhone will be your first step. To do this, click "Choose an app," find Circle or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Circle Node
Select the Circle node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the Circle 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 Circle 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 Circle 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 Circle, 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 Circle and OpenPhone integration works as expected. Depending on your setup, data should flow between Circle 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 Circle and OpenPhone
Circle + OpenPhone + Slack: When a new member joins a Circle community, the automation sends a welcome text message via OpenPhone and posts a welcome announcement in a designated Slack channel.
Circle + Google Sheets + OpenPhone: Whenever a new member joins a Circle community, their information is recorded in a Google Sheet. Subsequently, a welcome text message is sent to the new member via OpenPhone.
Circle and OpenPhone integration alternatives
About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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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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FAQ Circle and OpenPhone
How can I connect my Circle account to OpenPhone using Latenode?
To connect your Circle account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Circle and click on "Connect".
- Authenticate your Circle and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate SMS alerts for new Circle community members?
Yes, you can! Latenode allows you to trigger OpenPhone SMS messages when new members join your Circle community, keeping them engaged with automated welcome messages.
What types of tasks can I perform by integrating Circle with OpenPhone?
Integrating Circle with OpenPhone allows you to perform various tasks, including:
- Send personalized welcome SMS via OpenPhone to new Circle members.
- Automatically update OpenPhone contacts with new Circle member information.
- Trigger OpenPhone calls to Circle members based on community activity.
- Log OpenPhone call details in Circle as member engagement data.
- Send Circle community updates as SMS broadcasts through OpenPhone.
Can I use JavaScript code to transform data between Circle and OpenPhone?
Yes, Latenode's JavaScript code blocks allow advanced data manipulation for seamless Circle and OpenPhone data transformation and enrichment.
Are there any limitations to the Circle 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 coding.
- Real-time synchronization depends on Circle and OpenPhone API rate limits.
- Initial setup requires valid API keys and appropriate account permissions.
