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Automatically log OpenPhone calls and texts to Grist sheets, centralizing communication data for reporting. Latenode's visual editor and affordable execution pricing make detailed call analysis and contact management scalable, while custom logic handles unique data needs.
Connect OpenPhone and Grist in minutes with Latenode.
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Create a New Scenario to Connect OpenPhone and Grist
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 Grist will be your first step. To do this, click "Choose an app," find OpenPhone or Grist, 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 Grist Node
Next, click the plus (+) icon on the OpenPhone node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
OpenPhone
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Grist
Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the OpenPhone and Grist 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 Grist 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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Grist
Trigger on Webhook
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OpenPhone
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring OpenPhone, Grist, 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 Grist integration works as expected. Depending on your setup, data should flow between OpenPhone and Grist (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OpenPhone + Grist + Slack: When a call event is registered in OpenPhone, the details are logged as a new row in Grist. Then, a message is sent to a designated Slack channel to notify the team about the missed call and the logged details for follow-up.
Grist + OpenPhone + Twilio: When a new record is created or updated in Grist, indicating a high-priority client, an OpenPhone call is initiated. If the call is not answered, a Twilio SMS message is sent to the client.
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 Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
Related categories
How can I connect my OpenPhone account to Grist using Latenode?
To connect your OpenPhone account to Grist on Latenode, follow these steps:
Can I automatically update Grist with new OpenPhone call data?
Yes, you can! Latenode's visual editor makes it easy to map OpenPhone call details to Grist rows, automating data entry and improving record-keeping efficiency.
What types of tasks can I perform by integrating OpenPhone with Grist?
Integrating OpenPhone with Grist allows you to perform various tasks, including:
How secure is my OpenPhone data when using Latenode?
Latenode employs enterprise-grade security measures, including encryption and access controls, to ensure your OpenPhone data is protected throughout the integration process.
Are there any limitations to the OpenPhone and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: