OpenPhone and Atera Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically create Atera tickets from OpenPhone calls to track support requests. Latenode's visual editor simplifies logic and adds custom JavaScript functions for complex workflows, all at a predictable, execution-based price.

Swap Apps

OpenPhone

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect OpenPhone and Atera

Create a New Scenario to Connect OpenPhone and Atera

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

Add the OpenPhone Node

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

+
1

OpenPhone

Configure the OpenPhone

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

+
1

OpenPhone

Node type

#1 OpenPhone

/

Name

Untitled

Connection *

Select

Map

Connect OpenPhone

Sign In
⏡

Run node once

Add the Atera Node

Next, click the plus (+) icon on the OpenPhone node, select Atera from the list of available apps, and choose the action you need from the list of nodes within Atera.

1

OpenPhone

βš™

+
2

Atera

Authenticate Atera

Now, click the Atera node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Atera settings. Authentication allows you to use Atera through Latenode.

1

OpenPhone

βš™

+
2

Atera

Node type

#2 Atera

/

Name

Untitled

Connection *

Select

Map

Connect Atera

Sign In
⏡

Run node once

Configure the OpenPhone and Atera Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

OpenPhone

βš™

+
2

Atera

Node type

#2 Atera

/

Name

Untitled

Connection *

Select

Map

Connect Atera

Atera Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏡

Run node once

Set Up the OpenPhone and Atera 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.
5

JavaScript

βš™

6

AI Anthropic Claude 3

βš™

+
7

Atera

1

Trigger on Webhook

βš™

2

OpenPhone

βš™

βš™

3

Iterator

βš™

+
4

Webhook response

Save and Activate the Scenario

After configuring OpenPhone, Atera, 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 OpenPhone and Atera integration works as expected. Depending on your setup, data should flow between OpenPhone and Atera (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect OpenPhone and Atera

OpenPhone + Atera + Slack: When a new call event is registered in OpenPhone, a new ticket is automatically created in Atera. Subsequently, a notification is sent via Slack to the assigned technician, informing them of the newly created ticket.

OpenPhone + Atera + Google Sheets: Logs all client calls from OpenPhone that are related to existing Atera tickets into a Google Sheet for reporting purposes. The automation triggers when a new call event is recorded in OpenPhone, retrieves the relevant ticket information from Atera, and logs it into the Google Sheet.

OpenPhone and Atera integration alternatives

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.

About Atera

Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.

See how Latenode works

FAQ OpenPhone and Atera

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

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

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

Can I automatically create Atera tickets from OpenPhone voicemails?

Yes, you can! Latenode's flexible workflow engine enables automatic Atera ticket creation from OpenPhone voicemails. This streamlines support and improves response times, scaling efficiently.

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

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

  • Create new Atera tickets from missed OpenPhone calls automatically.
  • Update Atera ticket statuses based on OpenPhone call outcomes.
  • Log OpenPhone call details directly into Atera ticket notes.
  • Sync OpenPhone contacts with Atera customer information.
  • Trigger OpenPhone SMS messages from Atera ticket updates.

CanIusetheAIblockstoanalyzeOpenPhonecalltranscriptions?

Yes! Latenode lets you use AI to analyze transcriptions, categorize issues, and automatically route Atera tickets based on call content.

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

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

  • Historical data migration between OpenPhone and Atera isn't supported.
  • Complex conditional logic may require JavaScript for advanced customization.
  • Integration relies on the API rate limits of both OpenPhone and Atera.

Try now