Moxie and OpenPhone Integration

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Connect Moxie to OpenPhone in Latenode to automate call logging and customer data updates. Enhance efficiency with no-code logic and custom JavaScript functions, while enjoying affordable, execution-based pricing to scale call-related workflows.

Swap Apps

Moxie

OpenPhone

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Moxie and OpenPhone

Create a New Scenario to Connect Moxie and OpenPhone

In the workspace, click the β€œCreate 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or OpenPhone will be your first step. To do this, click "Choose an app," find Moxie or OpenPhone, and select the appropriate trigger to start the scenario.

Add the Moxie Node

Select the Moxie node from the app selection panel on the right.

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Moxie

Configure the Moxie

Click on the Moxie node to configure it. You can modify the Moxie URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Moxie

Sign In
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Run node once

Add the OpenPhone Node

Next, click the plus (+) icon on the Moxie 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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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.

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OpenPhone

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Connect OpenPhone

Sign In
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Run node once

Configure the Moxie 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.

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OpenPhone Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Moxie 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 Moxie, 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 β€œRun once” and triggering an event to check if the Moxie and OpenPhone integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and OpenPhone

OpenPhone + Moxie + Slack: When a call is missed in OpenPhone, a new task is created in Moxie. A notification is then sent to a Slack channel to alert the support team for immediate follow-up.

OpenPhone + Moxie + Google Sheets: Logs new OpenPhone calls and related Moxie support tickets in Google Sheets for performance reporting, creating a new row for each call with ticket details.

Moxie and OpenPhone integration alternatives

About Moxie

Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.

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.

See how Latenode works

FAQ Moxie and OpenPhone

How can I connect my Moxie account to OpenPhone using Latenode?

To connect your Moxie account to OpenPhone on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Moxie and click on "Connect".
  • Authenticate your Moxie and OpenPhone accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically log new Moxie contacts in OpenPhone?

Yes, you can! Latenode lets you sync new Moxie contacts to OpenPhone instantly. Benefit from centralized contact management and improved communication workflows with no coding.

What types of tasks can I perform by integrating Moxie with OpenPhone?

Integrating Moxie with OpenPhone allows you to perform various tasks, including:

  • Create new OpenPhone contacts from new Moxie form submissions.
  • Send SMS messages via OpenPhone for Moxie appointment reminders.
  • Update OpenPhone contacts when Moxie contact details are changed.
  • Log Moxie support interactions as notes in OpenPhone contacts.
  • Trigger OpenPhone calls when a new Moxie lead is qualified.

How does Latenode handle Moxie data security and privacy?

Latenode employs robust encryption and security protocols, ensuring your Moxie and OpenPhone data remains private and secure during integration processes.

Are there any limitations to the Moxie and OpenPhone integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large data transfers may experience rate limits from Moxie or OpenPhone.
  • Custom Moxie fields may require JavaScript or AI for full compatibility.
  • Complex workflows with numerous steps can impact execution time.

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