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How to connect ClickUp and OpenPhone
Create a New Scenario to Connect ClickUp 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 ClickUp, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickUp or OpenPhone will be your first step. To do this, click "Choose an app," find ClickUp or OpenPhone, and select the appropriate trigger to start the scenario.
Add the ClickUp Node
Select the ClickUp node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the ClickUp 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 ClickUp 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 ClickUp 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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Save and Activate the Scenario
After configuring ClickUp, 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 ClickUp and OpenPhone integration works as expected. Depending on your setup, data should flow between ClickUp 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 ClickUp and OpenPhone
ClickUp + OpenPhone + Slack: When a new task is created in ClickUp, schedule a call via OpenPhone to discuss the task, and then post a summary of the task and the call schedule to a Slack channel.
OpenPhone + Google Sheets + ClickUp: Log details of OpenPhone calls to a Google Sheet. If a call is missed, create a follow-up task in ClickUp.
ClickUp and OpenPhone integration alternatives
About ClickUp
Connect ClickUp to Latenode and automate project task management. Trigger actions based on events, sync tasks across platforms, or generate reports. Latenode adds flexibility with custom JavaScript, AI tools, and a visual interface to orchestrate complex ClickUp workflows without expensive per-step costs. Simplify project automation.
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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 ClickUp and OpenPhone
How can I connect my ClickUp account to OpenPhone using Latenode?
To connect your ClickUp account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ClickUp and click on "Connect".
- Authenticate your ClickUp and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create ClickUp tasks from OpenPhone voicemails?
Yes, you can! Latenode lets you build this automation visually. Convert voicemails to tasks, improving team response times and tracking all follow-ups efficiently.
What types of tasks can I perform by integrating ClickUp with OpenPhone?
Integrating ClickUp with OpenPhone allows you to perform various tasks, including:
- Creating ClickUp tasks from missed OpenPhone calls.
- Sending OpenPhone SMS messages when a ClickUp task status changes.
- Logging OpenPhone call details as comments in ClickUp tasks.
- Updating ClickUp task due dates based on OpenPhone call outcomes.
- Creating new ClickUp tasks for new OpenPhone contacts.
How can I trigger ClickUp automations from events in OpenPhone?
Use Latenode’s visual editor to connect OpenPhone triggers to ClickUp actions, creating custom automation workflows tailored to your needs.
Are there any limitations to the ClickUp and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflow logic may require some JavaScript coding within Latenode.
- Real-time synchronization depends on the API rate limits of ClickUp and OpenPhone.
- File attachments from OpenPhone may not be directly transferable to ClickUp.
