How to connect ConvertAPI and OpenPhone
Create a New Scenario to Connect ConvertAPI and OpenPhone
In the workspace, click the βCreate New Scenarioβ button.

Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ConvertAPI, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertAPI or OpenPhone will be your first step. To do this, click "Choose an app," find ConvertAPI or OpenPhone, and select the appropriate trigger to start the scenario.

Add the ConvertAPI Node
Select the ConvertAPI node from the app selection panel on the right.


ConvertAPI

Configure the ConvertAPI
Click on the ConvertAPI node to configure it. You can modify the ConvertAPI 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 ConvertAPI 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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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 ConvertAPI 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 ConvertAPI 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 donβt 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.

JavaScript
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AI Anthropic Claude 3
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OpenPhone
Trigger on Webhook
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ConvertAPI
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring ConvertAPI, OpenPhone, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the ConvertAPI and OpenPhone integration works as expected. Depending on your setup, data should flow between ConvertAPI 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 ConvertAPI and OpenPhone
ConvertAPI + Google Sheets + OpenPhone: When a file is converted using ConvertAPI, the details of the conversion (e.g., file name, conversion type) are logged to a Google Sheet. Subsequently, OpenPhone is used to call the user who initiated the file conversion to provide support or notify them of the completed conversion.
OpenPhone + ConvertAPI + Slack: Upon receiving a new voicemail in OpenPhone, the audio is transcribed and converted to a PDF document using ConvertAPI. The resulting PDF transcript is then automatically shared in a designated Slack channel for review and archiving.
ConvertAPI and OpenPhone integration alternatives

About ConvertAPI
Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.
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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 ConvertAPI and OpenPhone
How can I connect my ConvertAPI account to OpenPhone using Latenode?
To connect your ConvertAPI account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ConvertAPI and click on "Connect".
- Authenticate your ConvertAPI and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send SMS after file conversion?
Yes, you can! Latenode enables sending SMS messages via OpenPhone after ConvertAPI processes a file. This automates notifications, document sharing, and instant updates.
What types of tasks can I perform by integrating ConvertAPI with OpenPhone?
Integrating ConvertAPI with OpenPhone allows you to perform various tasks, including:
- Send an SMS with a link to a converted PDF document.
- Notify a user via OpenPhone when a large file conversion completes.
- Automatically send a fax from a converted document.
- Text new OpenPhone users a welcome message with file instructions.
- Receive voicemail recordings, transcribe them, then convert them to text.
How can I trigger ConvertAPI conversions from OpenPhone messages?
You can use Latenode's no-code blocks to watch for specific keywords in OpenPhone SMS, triggering ConvertAPI workflows automatically.
Are there any limitations to the ConvertAPI and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file conversions via ConvertAPI may incur rate limits.
- OpenPhone SMS sending is subject to carrier limitations and regulations.
- Complex workflows involving JavaScript or AI may require advanced Latenode knowledge.