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How to connect Lark and OpenPhone
Create a New Scenario to Connect Lark 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 Lark, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lark or OpenPhone will be your first step. To do this, click "Choose an app," find Lark or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Lark Node
Select the Lark node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the Lark 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 Lark 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 Lark 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 Lark, 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 Lark and OpenPhone integration works as expected. Depending on your setup, data should flow between Lark 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 Lark and OpenPhone
OpenPhone + Lark + Slack: When a call is missed in OpenPhone, a task is created in Lark to follow up. A message is then sent to a Slack channel to notify the team.
OpenPhone + HubSpot + Lark: When a new call occurs in OpenPhone, the contact is created or updated in HubSpot. Call details are then logged in Lark for internal notes.
Lark and OpenPhone integration alternatives
About Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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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 Lark and OpenPhone
How can I connect my Lark account to OpenPhone using Latenode?
To connect your Lark account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lark and click on "Connect".
- Authenticate your Lark and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I log OpenPhone calls to Lark automatically?
Yes, you can automatically log OpenPhone calls to Lark using Latenode. This ensures all call data is captured for reporting, using no-code blocks, JavaScript, and AI enrichment features.
What types of tasks can I perform by integrating Lark with OpenPhone?
Integrating Lark with OpenPhone allows you to perform various tasks, including:
- Create Lark tasks from missed OpenPhone calls.
- Send Lark notifications for new OpenPhone voicemails.
- Update Lark records when OpenPhone contact details change.
- Automatically post call summaries to Lark channels.
- Trigger OpenPhone calls directly from Lark tasks.
How does Latenode handle data synchronization between Lark and OpenPhone?
Latenode provides robust data synchronization using visual workflows, ensuring seamless data transfer between Lark and OpenPhone based on your defined logic.
Are there any limitations to the Lark and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time data updates are subject to API rate limits.
- Historical data migration requires manual setup.
