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How to connect Getform and OpenPhone
Create a New Scenario to Connect Getform 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 Getform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Getform or OpenPhone will be your first step. To do this, click "Choose an app," find Getform or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Getform Node
Select the Getform node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the Getform 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 Getform 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 Getform 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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OpenPhone
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Trigger on Webhook
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Getform
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Save and Activate the Scenario
After configuring Getform, 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 Getform and OpenPhone integration works as expected. Depending on your setup, data should flow between Getform 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 Getform and OpenPhone
Getform + OpenPhone + Slack: When a new submission is received in Getform, a new contact is created in OpenPhone. Then, a Slack message is sent to notify a user about the new submission and contact creation.
OpenPhone + Getform + Google Sheets: When a call event occurs in OpenPhone, relevant details along with new submissions from Getform are added as a new row to a Google Sheet for centralized reporting.
Getform and OpenPhone integration alternatives
About Getform
Use Getform inside Latenode to capture form submissions and instantly trigger automated workflows. Route form data to databases, CRMs, or email marketing tools. Validate and transform entries with JS code blocks, AI, or no-code tools. Easily build multi-step automations without complex coding and scale up your lead capture processes.
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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 Getform and OpenPhone
How can I connect my Getform account to OpenPhone using Latenode?
To connect your Getform account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Getform and click on "Connect".
- Authenticate your Getform and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS alerts for new Getform submissions using OpenPhone?
Yes, you can! Latenode’s visual editor makes it simple to trigger OpenPhone SMS messages when new Getform submissions come in. Instantly notify your team, improving response times and lead engagement.
What types of tasks can I perform by integrating Getform with OpenPhone?
Integrating Getform with OpenPhone allows you to perform various tasks, including:
- Send automated SMS confirmations upon form submission.
- Create new OpenPhone contacts from Getform entries.
- Log Getform submissions as OpenPhone call notes.
- Trigger OpenPhone calls based on specific form data.
- Send internal notifications for urgent Getform requests.
Can I use JavaScript functions to process data from Getform?
Yes! Latenode allows you to use JavaScript to transform Getform data before sending it to OpenPhone, ensuring optimal formatting and data enrichment.
Are there any limitations to the Getform and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Rate limits apply to both Getform and OpenPhone APIs.
- File uploads from Getform are not directly supported in OpenPhone.
