OpenPhone and TidyCal Integration

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Automatically create OpenPhone contacts from new TidyCal bookings to centralize communications data. Latenode lets you build custom logic with JavaScript and scale affordably by paying only for execution time.

Swap Apps

OpenPhone

TidyCal

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect OpenPhone and TidyCal

Create a New Scenario to Connect OpenPhone and TidyCal

In the workspace, click the β€œCreate 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 TidyCal will be your first step. To do this, click "Choose an app," find OpenPhone or TidyCal, 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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OpenPhone

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Connect OpenPhone

Sign In
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Run node once

Add the TidyCal Node

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

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OpenPhone

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TidyCal

Authenticate TidyCal

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

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TidyCal

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Connect TidyCal

Sign In
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Run node once

Configure the OpenPhone and TidyCal 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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TidyCal

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Connect TidyCal

TidyCal Oauth 2.0

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Change

Select an action *

Select

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The action ID

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Run node once

Set Up the OpenPhone and TidyCal 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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Webhook response

Save and Activate the Scenario

After configuring OpenPhone, TidyCal, 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 β€œRun once” and triggering an event to check if the OpenPhone and TidyCal integration works as expected. Depending on your setup, data should flow between OpenPhone and TidyCal (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 TidyCal

TidyCal + OpenPhone + Google Sheets: When a new booking is made in TidyCal, retrieve call details from OpenPhone based on the contact information and log the new call with the contact's call details into a Google Sheet.

TidyCal + OpenPhone + Slack: When a new booking is made in TidyCal, use OpenPhone to get the contact information and send a Slack notification with the contact details related to the booking.

OpenPhone and TidyCal 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 TidyCal

TidyCal in Latenode streamlines appointment scheduling. Automate follow-ups, CRM updates, or payment processing after each booking. Use Latenode to connect TidyCal to any app via API, transform booking data with JavaScript, and build custom workflows without code. No per-step cost, full control.

See how Latenode works

FAQ OpenPhone and TidyCal

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

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

Can I automatically send SMS reminders for TidyCal appointments?

Yes, you can! Latenode lets you send OpenPhone SMS appointment reminders via TidyCal bookings. Ensure no-shows, improve engagement, and automate communication using a visual, scalable workflow.

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

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

  • Send personalized SMS appointment confirmations via OpenPhone.
  • Log new TidyCal bookings as contacts in OpenPhone.
  • Trigger phone calls via OpenPhone when a meeting is rescheduled.
  • Automatically update OpenPhone contacts with TidyCal booking details.
  • Send follow-up SMS messages post-appointment using OpenPhone.

Can I use advanced logic to route OpenPhone calls based on bookings?

Yes, Latenode allows complex routing. Use booking details to customize OpenPhone call flows using Javascript or AI logic for truly personalized call management.

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

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

  • Real-time synchronization of all data points may not be supported.
  • Advanced conditional logic may require some JavaScript coding knowledge.
  • Complex workflows might consume more Latenode task credits.

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