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

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.
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.

OpenPhone
β

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.
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.
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 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

Atera
Trigger on Webhook
β
OpenPhone
β
β
Iterator
β
Webhook response

Save and Activate the Scenario
After configuring OpenPhone, Atera, 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 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.
Related categories

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.
Related categories
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.