How to connect Moxie and OpenPhone
Create a New Scenario to Connect Moxie 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 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.

Moxie
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.

Moxie
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 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.
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 donβt 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.

JavaScript
β
AI Anthropic Claude 3
β
OpenPhone
Trigger on Webhook
β
Moxie
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Moxie, 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 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.
Similar apps
Related categories
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
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.