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Automatically create NetSuite records from OpenPhone calls and texts using Latenode's visual editor to map fields with no code. Scale automations affordably by paying only for execution time.
Connect OpenPhone and NetSuite in minutes with Latenode.
Create OpenPhone to NetSuite workflow
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Create a New Scenario to Connect OpenPhone and NetSuite
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 NetSuite will be your first step. To do this, click "Choose an app," find OpenPhone or NetSuite, 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 NetSuite Node
Next, click the plus (+) icon on the OpenPhone node, select NetSuite from the list of available apps, and choose the action you need from the list of nodes within NetSuite.
OpenPhone
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NetSuite
Authenticate NetSuite
Now, click the NetSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NetSuite settings. Authentication allows you to use NetSuite through Latenode.
Configure the OpenPhone and NetSuite 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 NetSuite 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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NetSuite
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, NetSuite, 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 NetSuite integration works as expected. Depending on your setup, data should flow between OpenPhone and NetSuite (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OpenPhone + NetSuite + Slack: When a new call event is registered in OpenPhone, search for the corresponding contact in NetSuite. If the contact exists, send a notification to a Slack channel with the contact's details. If the contact does not exist, create a new contact in NetSuite and then send the Slack notification.
NetSuite + OpenPhone + Zendesk: When a new support case is created in NetSuite, create or update the contact in OpenPhone, then create a ticket in Zendesk.
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.
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About NetSuite
Sync NetSuite data with other apps using Latenode. Automate order processing, inventory updates, or financial reporting. Connect NetSuite to your CRM, marketing tools, or database. Use Latenode's visual editor and custom code options for precise control and scalable workflows, avoiding manual data entry and errors. Integrate complex logic easily.
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How can I connect my OpenPhone account to NetSuite using Latenode?
To connect your OpenPhone account to NetSuite on Latenode, follow these steps:
Can I automatically create NetSuite records from OpenPhone calls?
Yes, you can! Latenode’s visual builder makes it easy to trigger record creation in NetSuite directly from OpenPhone activity, saving time and ensuring accurate data entry.
What types of tasks can I perform by integrating OpenPhone with NetSuite?
Integrating OpenPhone with NetSuite allows you to perform various tasks, including:
WhatOpenPhonefunctionscanIaccessfromNetSuiteusingLatenode?
Latenode provides access to OpenPhone's key actions, including sending SMS, retrieving call logs, and creating contacts directly from within NetSuite workflows.
Are there any limitations to the OpenPhone and NetSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: