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How to connect Grist and OpenPhone
Create a New Scenario to Connect Grist 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 Grist, triggered by another scenario, or executed manually (for testing purposes). In most cases, Grist or OpenPhone will be your first step. To do this, click "Choose an app," find Grist or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Grist Node
Select the Grist node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the Grist 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 Grist 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 Grist 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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Save and Activate the Scenario
After configuring Grist, 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 Grist and OpenPhone integration works as expected. Depending on your setup, data should flow between Grist 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 Grist and OpenPhone
OpenPhone + Grist + Slack: When a new call event is recorded in OpenPhone, the call details are logged as a new record in Grist. Subsequently, a notification is sent to relevant team members in Slack, informing them about the new call log entry.
OpenPhone + Grist + HubSpot: Upon receiving a new call event from OpenPhone, the workflow checks if the caller exists as a contact in HubSpot. If the contact exists, it's updated with information from Grist. If the contact doesn't exist, a new contact is created in HubSpot using both OpenPhone and Grist data.
Grist and OpenPhone integration alternatives
About Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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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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See how Latenode works
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FAQ Grist and OpenPhone
How can I connect my Grist account to OpenPhone using Latenode?
To connect your Grist account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Grist and click on "Connect".
- Authenticate your Grist and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Grist with new OpenPhone voicemails?
Yes, you can! Latenode's flexible data mapping ensures accurate transfers. This centralizes your communication data in Grist for streamlined analysis and reporting.
What types of tasks can I perform by integrating Grist with OpenPhone?
Integrating Grist with OpenPhone allows you to perform various tasks, including:
- Automatically logging new OpenPhone calls in a Grist spreadsheet.
- Creating new Grist records from OpenPhone SMS messages.
- Updating contact information in Grist after an OpenPhone interaction.
- Triggering OpenPhone SMS sends based on Grist data changes.
- Centralizing lead management by syncing data between both apps.
Can I use JavaScript with my Grist automations in Latenode?
Yes! Latenode supports custom JavaScript code, allowing for complex data transformations within your Grist automations.
Are there any limitations to the Grist and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API rate limits of Grist and OpenPhone.
- Complex data transformations may require JavaScript knowledge.
- Historical data migration between the apps is not automated.
