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How to connect Missive and OpenPhone
Create a New Scenario to Connect Missive 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 Missive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Missive or OpenPhone will be your first step. To do this, click "Choose an app," find Missive or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Missive Node
Select the Missive node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the Missive 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 Missive 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 Missive 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 Missive, 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 Missive and OpenPhone integration works as expected. Depending on your setup, data should flow between Missive 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 Missive and OpenPhone
OpenPhone + Missive + Slack: When a call ends in OpenPhone, the call summary is sent to Missive as a new post for review, and a notification with the summary is also sent to a designated Slack channel.
OpenPhone + Missive + HubSpot: When a new call event is triggered in OpenPhone, the system logs it as a call engagement in HubSpot, adding the relevant Missive conversation context to the engagement notes.
Missive and OpenPhone integration alternatives
About Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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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 Missive and OpenPhone
How can I connect my Missive account to OpenPhone using Latenode?
To connect your Missive account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Missive and click on "Connect".
- Authenticate your Missive and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log OpenPhone calls as Missive conversations?
Yes, you can! Latenode allows you to automatically log OpenPhone call details within Missive, creating a unified communication record and improving team collaboration.
What types of tasks can I perform by integrating Missive with OpenPhone?
Integrating Missive with OpenPhone allows you to perform various tasks, including:
- Automatically create new Missive contacts from OpenPhone call data.
- Send SMS messages via OpenPhone when a new Missive conversation starts.
- Log missed OpenPhone calls as tasks within a specific Missive team inbox.
- Trigger OpenPhone calls directly from Missive conversations using custom commands.
- Create summaries of OpenPhone call transcripts and post them to Missive.
Can I filter Missive conversations based on OpenPhone caller ID?
Yes, Latenode lets you filter Missive conversations by matching caller ID from OpenPhone, routing conversations to specific teams.
Are there any limitations to the Missive and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time call data might experience a short delay before appearing in Missive.
- Complex workflows with extensive data processing may require JavaScript nodes.
- The integration is dependent on the API availability of both Missive and OpenPhone.
