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How to connect Fillout and OpenPhone
Create a New Scenario to Connect Fillout 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 Fillout, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fillout or OpenPhone will be your first step. To do this, click "Choose an app," find Fillout or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Fillout Node
Select the Fillout node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the Fillout 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 Fillout 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 Fillout 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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Webhook response
Save and Activate the Scenario
After configuring Fillout, 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 Fillout and OpenPhone integration works as expected. Depending on your setup, data should flow between Fillout 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 Fillout and OpenPhone
Fillout + OpenPhone + Slack: When a new submission is received in Fillout, a text message is sent via OpenPhone, and a notification is posted to a specified Slack channel.
OpenPhone + Fillout + Google Sheets: When a call event is registered in OpenPhone, the details of the call along with the latest Fillout submission are added to a Google Sheet for analysis.
Fillout and OpenPhone integration alternatives
About Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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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 Fillout and OpenPhone
How can I connect my Fillout account to OpenPhone using Latenode?
To connect your Fillout account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fillout and click on "Connect".
- Authenticate your Fillout and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically call new Fillout respondents?
Yes, you can! Latenode lets you trigger OpenPhone calls when a new Fillout form is submitted, allowing for instant follow-up. Use visual logic or JavaScript for advanced call routing.
What types of tasks can I perform by integrating Fillout with OpenPhone?
Integrating Fillout with OpenPhone allows you to perform various tasks, including:
- Send personalized SMS messages to new Fillout form submitters.
- Create OpenPhone contacts from new Fillout form entries.
- Update OpenPhone contacts with Fillout responses automatically.
- Log Fillout data to OpenPhone call notes.
- Trigger different OpenPhone workflows based on Fillout answers.
How do I handle complex conditional logic based on Fillout responses?
Latenode offers visual no-code tools and JavaScript blocks to manage intricate conditional logic. Tailor OpenPhone actions based on Fillout data.
Are there any limitations to the Fillout and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the Fillout and OpenPhone APIs may affect performance.
- Complex workflows with extensive data transformations may require JavaScript coding.
- Real-time updates depend on the polling interval configured in Latenode.
