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Connect NetSuite with OpenPhone to instantly log calls, texts, and voicemails. Latenode’s visual editor simplifies complex workflows with JavaScript support, ensuring every customer interaction enriches your NetSuite data, all while scaling affordably.
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Create a New Scenario to Connect NetSuite 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 NetSuite, triggered by another scenario, or executed manually (for testing purposes). In most cases, NetSuite or OpenPhone will be your first step. To do this, click "Choose an app," find NetSuite or OpenPhone, and select the appropriate trigger to start the scenario.
Add the NetSuite Node
Select the NetSuite node from the app selection panel on the right.
NetSuite
Configure the NetSuite
Click on the NetSuite node to configure it. You can modify the NetSuite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the OpenPhone Node
Next, click the plus (+) icon on the NetSuite node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
NetSuite
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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.
Configure the NetSuite 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 NetSuite and OpenPhone Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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OpenPhone
Trigger on Webhook
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NetSuite
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring NetSuite, 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 NetSuite and OpenPhone integration works as expected. Depending on your setup, data should flow between NetSuite and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NetSuite + OpenPhone + Slack: When a new sales order is created in NetSuite, retrieve the customer details from OpenPhone using their phone number. Then, send a Slack notification to the relevant sales representative with these customer details.
OpenPhone + NetSuite + Google Sheets: Log OpenPhone call details and text message information related to a NetSuite customer into a Google Sheet for reporting. This is triggered by events from calls or messages in OpenPhone. Search for the corresponding customer record in NetSuite and then create a row in Google Sheets with the call details and customer information.
About NetSuite
Sync NetSuite data with other apps using Latenode. Automate order processing, inventory updates, or financial reporting. Connect NetSuite to your CRM, marketing tools, or database. Use Latenode's visual editor and custom code options for precise control and scalable workflows, avoiding manual data entry and errors. Integrate complex logic easily.
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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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How can I connect my NetSuite account to OpenPhone using Latenode?
To connect your NetSuite account to OpenPhone on Latenode, follow these steps:
Can I automatically update NetSuite records from OpenPhone activity?
Yes, you can! Latenode's visual editor makes it easy to trigger NetSuite updates based on OpenPhone calls or texts, ensuring accurate data across systems and saving your team valuable time.
What types of tasks can I perform by integrating NetSuite with OpenPhone?
Integrating NetSuite with OpenPhone allows you to perform various tasks, including:
How secure is connecting NetSuite to OpenPhone within Latenode?
Latenode uses secure authentication and encryption protocols, ensuring your data remains safe when connecting NetSuite and OpenPhone, without compromising your business data.
Are there any limitations to the NetSuite and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: