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How to connect Moco and OpenPhone
Create a New Scenario to Connect Moco 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 Moco, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moco or OpenPhone will be your first step. To do this, click "Choose an app," find Moco or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Moco Node
Select the Moco node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the Moco 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 Moco 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 Moco 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Moco, 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 Moco and OpenPhone integration works as expected. Depending on your setup, data should flow between Moco 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 Moco and OpenPhone
OpenPhone + Moco + Slack: When a call ends in OpenPhone and a call summary is generated, create a new contact or lead in Moco. Then, send the call summary to a specified Slack channel.
OpenPhone + Moco + Google Sheets: When a call ends in OpenPhone, log the call details, including time spent, to a Google Sheet. Simultaneously, create a new lead in Moco with the caller's information.
Moco and OpenPhone integration alternatives
About Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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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 Moco and OpenPhone
How can I connect my Moco account to OpenPhone using Latenode?
To connect your Moco account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moco and click on "Connect".
- Authenticate your Moco and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log OpenPhone calls as Moco project time?
Yes, you can! Latenode lets you build a workflow to log OpenPhone calls as time entries in Moco. Save hours on manual data entry and ensure accurate project time tracking automatically.
What types of tasks can I perform by integrating Moco with OpenPhone?
Integrating Moco with OpenPhone allows you to perform various tasks, including:
- Create Moco projects from new OpenPhone contacts automatically.
- Send OpenPhone SMS alerts for overdue Moco invoices.
- Log OpenPhone call durations as billable time in Moco.
- Update Moco client details when OpenPhone contact info changes.
- Trigger OpenPhone voicemails when Moco projects are completed.
How securely does Latenode handle my Moco and OpenPhone data?
Latenode employs enterprise-grade security, encrypting all data in transit and at rest. Your Moco and OpenPhone data is safe and protected within our platform.
Are there any limitations to the Moco and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on the API rate limits of Moco and OpenPhone.
- Complex workflows might require JavaScript or AI blocks for advanced logic.
- Initial setup requires API keys and proper authentication for both services.
