How to connect Formstack and OpenPhone
Create a New Scenario to Connect Formstack 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 Formstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formstack or OpenPhone will be your first step. To do this, click "Choose an app," find Formstack or OpenPhone, and select the appropriate trigger to start the scenario.

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


Formstack

Configure the Formstack
Click on the Formstack node to configure it. You can modify the Formstack 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 Formstack 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 Formstack 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 Formstack 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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AI Anthropic Claude 3
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OpenPhone
Trigger on Webhook
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Webhook response

Save and Activate the Scenario
After configuring Formstack, 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 Formstack and OpenPhone integration works as expected. Depending on your setup, data should flow between Formstack 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 Formstack and OpenPhone
Formstack + OpenPhone + Slack: When a new form submission is received in Formstack, a new contact is created in OpenPhone. Then, a message is sent to a designated Slack channel notifying the team about the new submission and contact.
OpenPhone + Formstack + Google Sheets: When a new call event is recorded in OpenPhone, the details, along with any matching form responses from Formstack, are added as a new row in Google Sheets for analysis.
Formstack and OpenPhone integration alternatives

About Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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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 Formstack and OpenPhone
How can I connect my Formstack account to OpenPhone using Latenode?
To connect your Formstack account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formstack and click on "Connect".
- Authenticate your Formstack and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically text new leads from Formstack submissions?
Yes, you can! With Latenode, instantly trigger OpenPhone texts upon Formstack submissions. Reach leads faster and boost engagement with automated follow-ups.
What types of tasks can I perform by integrating Formstack with OpenPhone?
Integrating Formstack with OpenPhone allows you to perform various tasks, including:
- Send an SMS via OpenPhone when a new Formstack entry is submitted.
- Create OpenPhone contacts from new Formstack submissions automatically.
- Update OpenPhone contact details based on Formstack updates.
- Trigger internal OpenPhone notifications for critical Formstack entries.
- Log Formstack submission data in OpenPhone contact notes.
What Formstack submission data can I access within Latenode?
Latenode gives you access to all Formstack submission data, ensuring you can fully customize your OpenPhone automation workflows.
Are there any limitations to the Formstack and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Attachments from Formstack are not directly passed to OpenPhone.
- Complex Formstack logic might require custom JavaScript for full implementation.
- High OpenPhone usage is subject to your OpenPhone plan's rate limits.