OpenPhone and Confluence Integration

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Automatically document OpenPhone call summaries in Confluence. Latenode's visual editor makes it easier to customize templates and scale documentation workflows. Use JavaScript for advanced formatting within Confluence.

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OpenPhone

Confluence

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect OpenPhone and Confluence

Create a New Scenario to Connect OpenPhone and Confluence

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 OpenPhone, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenPhone or Confluence will be your first step. To do this, click "Choose an app," find OpenPhone or Confluence, 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.

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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.

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Sign In

Run node once

Add the Confluence Node

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

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Authenticate Confluence

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

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Sign In

Run node once

Configure the OpenPhone and Confluence 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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The action ID

Run node once

Set Up the OpenPhone and Confluence 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 OpenPhone, Confluence, 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 OpenPhone and Confluence integration works as expected. Depending on your setup, data should flow between OpenPhone and Confluence (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 Confluence

OpenPhone + Confluence + Slack: When a call summary is available in OpenPhone, a new page is created in Confluence with the summary content. Then a link to this page is posted in a dedicated Slack channel.

Confluence + Jira + OpenPhone: When a new page is created or updated in Confluence, the content is searched for mentions of customer issues. If a customer issue is found, a new Jira issue is created, and a follow-up call is created with OpenPhone for that customer.

OpenPhone and Confluence 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 Confluence

Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.

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FAQ OpenPhone and Confluence

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

To connect your OpenPhone account to Confluence 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 Confluence accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically document OpenPhone call summaries in Confluence?

Yes, you can! Latenode's visual editor makes it easy to send OpenPhone call data to Confluence, ensuring your team has a centralized knowledge base. Scale with no-code or code.

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

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

  • Create Confluence pages from new OpenPhone voicemails.
  • Log all OpenPhone call activity in a Confluence table.
  • Automatically update Confluence pages with OpenPhone SMS data.
  • Trigger OpenPhone calls directly from within Confluence pages.
  • Generate call reports in Confluence using OpenPhone data.

HowdoesLatenodeenhancetheOpenPhoneConfluenceintegration?

Latenode enhances the integration by offering advanced logic, data transformation, AI prompt-based enrichment, and scalable workflows beyond basic triggers.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • Real-time updates are subject to OpenPhone and Confluence API limits.
  • Initial setup requires understanding of both OpenPhone and Confluence data structures.

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