OpenPhone and Magento 2(OpenSource) Integration

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Automatically create OpenPhone contacts from new Magento 2(OpenSource) orders or update existing ones. Latenode's visual editor and affordable pricing let you build custom CRM integrations without complex coding or escalating costs.

OpenPhone + Magento 2(OpenSource) integration

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OpenPhone

Magento 2(OpenSource)

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect OpenPhone and Magento 2(OpenSource)

Create a New Scenario to Connect OpenPhone and Magento 2(OpenSource)

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ 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 2(OpenSource) will be your first step. To do this, click "Choose an app," find OpenPhone or Magento 2(OpenSource), 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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Run node once

Add the Magento 2(OpenSource) Node

Next, click the plus (+) icon on the OpenPhone node, select Magento 2(OpenSource) from the list of available apps, and choose the action you need from the list of nodes within Magento 2(OpenSource).

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Authenticate Magento 2(OpenSource)

Now, click the Magento 2(OpenSource) node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Magento 2(OpenSource) settings. Authentication allows you to use Magento 2(OpenSource) through Latenode.

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Configure the OpenPhone and Magento 2(OpenSource) 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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Set Up the OpenPhone and Magento 2(OpenSource) 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 donโ€™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 2(OpenSource), and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the OpenPhone and Magento 2(OpenSource) integration works as expected. Depending on your setup, data should flow between OpenPhone and Magento 2(OpenSource) (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 2(OpenSource)

Magento 2(OpenSource) + OpenPhone + Slack: When a new order is placed in Magento 2, OpenPhone initiates a call to the customer to confirm order details. Simultaneously, a notification is sent to the sales team on Slack to keep them informed.

Magento 2(OpenSource) + Zendesk + OpenPhone: When a new order is placed in Magento 2, a Zendesk ticket is created to track the order's progress and any customer service interactions. An OpenPhone contact is created and a call initiated to the customer to confirm order details and provide support.

OpenPhone and Magento 2(OpenSource) 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 2(OpenSource)

Automate Magento 2(OpenSource) order processing, inventory updates, or customer communication within Latenode. Sync product data, trigger email campaigns, or update databases. Solve complex e-commerce automation needs with visual flows, JavaScript, and direct API calls, avoiding manual tasks. Latenode brings scalability and customization beyond Magento's defaults.

See how Latenode works

FAQ OpenPhone and Magento 2(OpenSource)

How can I connect my OpenPhone account to Magento 2(OpenSource) using Latenode?

To connect your OpenPhone account to Magento 2(OpenSource) 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 2(OpenSource) accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I send SMS on new Magento 2(OpenSource) orders using OpenPhone?

Yes, you can! Latenode lets you automate SMS notifications for new Magento 2(OpenSource) orders via OpenPhone, keeping customers informed and improving their experience.

What types of tasks can I perform by integrating OpenPhone with Magento 2(OpenSource)?

Integrating OpenPhone with Magento 2(OpenSource) allows you to perform various tasks, including:

  • Send SMS updates via OpenPhone for Magento 2(OpenSource) order status changes.
  • Log OpenPhone calls as customer service notes in Magento 2(OpenSource).
  • Create new Magento 2(OpenSource) customer accounts from OpenPhone contacts.
  • Trigger OpenPhone calls when new orders are created in Magento 2(OpenSource).
  • Automatically update Magento 2(OpenSource) customer data from OpenPhone interactions.

How secure is my OpenPhone data when using Latenode integrations?

Latenode employs enterprise-grade security measures, including encryption, to ensure the safety of your data during integrations.

Are there any limitations to the OpenPhone and Magento 2(OpenSource) 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 depend on the API capabilities of both OpenPhone and Magento 2(OpenSource).
  • The number of tasks you can automate depends on your Latenode subscription plan.

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