OpenPhone and Zoho Books Integration

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Automatically create Zoho Books invoices from OpenPhone calls or texts. Latenode's visual editor makes complex logic simple, while affordable pricing lets you scale invoicing workflows. Customize it further with JavaScript.

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OpenPhone

Zoho Books

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect OpenPhone and Zoho Books

Create a New Scenario to Connect OpenPhone and Zoho Books

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 Zoho Books will be your first step. To do this, click "Choose an app," find OpenPhone or Zoho Books, 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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Connect OpenPhone

Sign In
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Run node once

Add the Zoho Books Node

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

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Zoho Books

Authenticate Zoho Books

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

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Connect Zoho Books

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Run node once

Configure the OpenPhone and Zoho Books 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

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Run node once

Set Up the OpenPhone and Zoho Books 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, Zoho Books, 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 Zoho Books integration works as expected. Depending on your setup, data should flow between OpenPhone and Zoho Books (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 Zoho Books

OpenPhone + Zoho Books + Slack: When a call ends in OpenPhone, check if the caller is an existing customer in Zoho Books. If not, create a new customer and then send a notification to a Slack channel about the new customer and the call details.

Zoho Books + OpenPhone + HubSpot: When a new sales invoice is created in Zoho Books, find the corresponding contact in HubSpot. Then, trigger a call via OpenPhone to that contact, logging the call engagement in HubSpot.

OpenPhone and Zoho Books 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 Zoho Books

Automate Zoho Books tasks inside Latenode. Create invoices, track payments, and manage contacts in response to triggers from other apps. Connect accounting data to your CRM, e-commerce, or marketing platforms with no-code ease. Customize workflows with JavaScript for complex calculations and conditional logic. Pay only for execution time.

See how Latenode works

FAQ OpenPhone and Zoho Books

How can I connect my OpenPhone account to Zoho Books using Latenode?

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

Can I automatically create Zoho Books invoices from OpenPhone calls?

Yes, you can! Latenode lets you trigger invoice creation based on OpenPhone call events. Automate accounting workflows effortlessly, saving time with a reliable connection.

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

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

  • Create new Zoho Books contacts from new OpenPhone call logs.
  • Update contact information in Zoho Books based on OpenPhone activity.
  • Generate invoices in Zoho Books after specific OpenPhone call outcomes.
  • Send payment reminders via OpenPhone based on Zoho Books invoice status.
  • Log OpenPhone call details within relevant Zoho Books records.

What OpenPhone data is accessible when building automations on Latenode?

Latenode provides access to call logs, contact details, SMS messages, and voicemail data for your OpenPhone automations.

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

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

  • Historical data from OpenPhone prior to integration setup isn't automatically synced.
  • Complex conditional logic may require JavaScript for advanced customization.
  • Real-time updates are subject to API rate limits of OpenPhone and Zoho Books.

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