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Automatically extract data from documents in Docparser and instantly SMS key details using OpenPhone. Latenode's visual editor and affordable execution pricing make it simple to create and scale this data-driven communication workflow.
Connect Docparser and OpenPhone in minutes with Latenode.
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Create a New Scenario to Connect Docparser 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 Docparser, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docparser or OpenPhone will be your first step. To do this, click "Choose an app," find Docparser or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Docparser Node
Select the Docparser node from the app selection panel on the right.
Docparser
Configure the Docparser
Click on the Docparser node to configure it. You can modify the Docparser 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 Docparser node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
Docparser
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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 Docparser 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 Docparser and OpenPhone Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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OpenPhone
Trigger on Webhook
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Docparser
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Docparser, 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 Docparser and OpenPhone integration works as expected. Depending on your setup, data should flow between Docparser and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Docparser + OpenPhone + Google Sheets: When Docparser extracts data from a new document, it updates or creates a contact in OpenPhone and logs details, such as the contact name and parsed document information, into a Google Sheet.
OpenPhone + Docparser + Slack: When a new call event occurs in OpenPhone, Docparser uploads a document and sends a summary of the parsed data to a designated Slack channel for quick review and collaboration.
About Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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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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How can I connect my Docparser account to OpenPhone using Latenode?
To connect your Docparser account to OpenPhone on Latenode, follow these steps:
Can I automatically update OpenPhone contacts from parsed invoices?
Yes, you can! Latenode allows you to seamlessly update OpenPhone contacts with data extracted from Docparser, ensuring your contact information is always current and accurate.
What types of tasks can I perform by integrating Docparser with OpenPhone?
Integrating Docparser with OpenPhone allows you to perform various tasks, including:
How securely does Latenode handle Docparser data?
Latenode ensures secure handling of your Docparser data through encryption, access controls, and regular security audits.
Are there any limitations to the Docparser and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: