OpenPhone and Magento Integration

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Automatically send OpenPhone SMS updates for new Magento orders or abandoned carts, using Latenode's visual editor to customize messages. Leverage JavaScript nodes for advanced formatting and affordable execution.

OpenPhone + Magento integration

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OpenPhone

Magento

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect OpenPhone and Magento

Create a New Scenario to Connect OpenPhone and Magento

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 Magento will be your first step. To do this, click "Choose an app," find OpenPhone or Magento, 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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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 Magento Node

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

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Authenticate Magento

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

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Connect Magento

Sign In

Run node once

Configure the OpenPhone and Magento 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 Magento 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, Magento, 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 Magento integration works as expected. Depending on your setup, data should flow between OpenPhone and Magento (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 Magento

OpenPhone + Magento + Slack: When a call occurs in OpenPhone, check the call summary for order-related keywords. If found, find the customer's corresponding order in Magento and post a notification with order details to a dedicated Slack channel.

OpenPhone + Magento + Zendesk: When a call event is triggered in OpenPhone, the system checks if the call summary contains order issue-related keywords. If an order is found in Magento based on customer information, a Zendesk ticket is automatically created, referencing the order details.

OpenPhone and Magento 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 Magento

Automate Magento tasks in Latenode. Sync product data, track orders, manage customers across your systems without code. Connect Magento to CRMs, marketing tools, and accounting software to streamline e-commerce operations. Use AI to personalize offers and segment audiences. Latenode’s visual editor makes automation simple, scalable, and cost-effective.

See how Latenode works

FAQ OpenPhone and Magento

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

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

Can I automatically update customer details in Magento after a call?

Yes, you can! Latenode lets you use no-code blocks or JavaScript to parse OpenPhone call data and update Magento, keeping your customer records current, and improving support efficiency.

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

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

  • Create new Magento customer accounts from OpenPhone call logs.
  • Send SMS updates via OpenPhone for Magento order status changes.
  • Trigger OpenPhone calls when new orders are placed in Magento.
  • Log OpenPhone call details as notes in Magento customer profiles.
  • Automatically send follow-up OpenPhone messages after Magento purchases.

Can I use AI to summarize OpenPhone calls and add them to Magento?

Yes! Latenode's AI blocks can summarize call transcripts and append them to Magento customer records, enhancing customer understanding.

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

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

  • Complex data transformations might require JavaScript knowledge.
  • The integration relies on the availability of OpenPhone and Magento APIs.
  • Real-time data synchronization depends on the rate limits of both platforms.

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