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Automatically create personalized OpenPhone messages when new records appear in Knack. Latenode's visual editor makes setup simple, and affordable execution-based pricing ensures scalability as your business grows, with optional JavaScript control.
Connect Knack and OpenPhone in minutes with Latenode.
Create Knack to OpenPhone workflow
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Create a New Scenario to Connect Knack and OpenPhone
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or OpenPhone will be your first step. To do this, click "Choose an app," find Knack or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
Knack
Add the OpenPhone Node
Next, click the plus (+) icon on the Knack node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
Knack
β
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 Knack 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 Knack and OpenPhone Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
OpenPhone
Trigger on Webhook
β
Knack
β
β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Knack, OpenPhone, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Knack and OpenPhone integration works as expected. Depending on your setup, data should flow between Knack and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Knack + OpenPhone + Slack: When a new record is created in Knack, a call is initiated in OpenPhone. Upon completion of the call and generation of a call summary, the summary is sent to a designated Slack channel.
OpenPhone + Knack + Google Sheets: When a call event is triggered in OpenPhone, the details are logged as a new record in Knack. Subsequently, this data is used to add a new row to a specified Google Sheet for call data aggregation and summarization.
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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.
Related categories
How can I connect my Knack account to OpenPhone using Latenode?
To connect your Knack account to OpenPhone on Latenode, follow these steps:
Can I automatically update Knack records after a call in OpenPhone?
Yes, you can! With Latenode, automatically update Knack records using data from OpenPhone calls. Benefit from efficient data synchronization and enriched customer profiles without manual updates.
What types of tasks can I perform by integrating Knack with OpenPhone?
Integrating Knack with OpenPhone allows you to perform various tasks, including:
How can Latenode enhance Knack's automation capabilities?
Latenode enhances Knack with advanced logic, AI, JavaScript, and other integrations, extending its automation beyond basic triggers and actions, creating complex workflows.
Are there any limitations to the Knack and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: