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Automatically text personalized PDF documents via OpenPhone using data parsed by PDF.co. Latenode’s visual editor and affordable pricing makes this complex automation simple and scalable.
Connect PDF.co and OpenPhone in minutes with Latenode.
Create PDF.co to OpenPhone workflow
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PDF.co
OpenPhone
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Create a New Scenario to Connect PDF.co and OpenPhone
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 PDF.co, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDF.co or OpenPhone will be your first step. To do this, click "Choose an app," find PDF.co or OpenPhone, and select the appropriate trigger to start the scenario.
Add the PDF.co Node
Select the PDF.co node from the app selection panel on the right.
PDF.co
Add the OpenPhone Node
Next, click the plus (+) icon on the PDF.co node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
PDF.co
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OpenPhone
Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the PDF.co and OpenPhone 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 PDF.co and OpenPhone 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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OpenPhone
Trigger on Webhook
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PDF.co
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PDF.co, OpenPhone, 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 PDF.co and OpenPhone integration works as expected. Depending on your setup, data should flow between PDF.co and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PDF.co + OpenPhone + Slack: When a PDF contract is parsed by PDF.co, a confirmation SMS is sent via OpenPhone to the signer, and a notification is sent to the legal team on Slack.
OpenPhone + PDF.co + HubSpot: When a new call is registered in OpenPhone, call data is logged in HubSpot. Afterwards, a PDF summary of the call is generated and saved to the contact's record in HubSpot via URL.
About PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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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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How can I connect my PDF.co account to OpenPhone using Latenode?
To connect your PDF.co account to OpenPhone on Latenode, follow these steps:
Can I automatically send SMS messages with PDF attachments?
Yes, you can! Latenode allows you to automate this process, instantly sending PDFs via OpenPhone triggered by PDF.co events. Enjoy streamlined document delivery with no coding needed.
What types of tasks can I perform by integrating PDF.co with OpenPhone?
Integrating PDF.co with OpenPhone allows you to perform various tasks, including:
Can I use JavaScript code with PDF.co and OpenPhone in Latenode?
Yes! Latenode lets you add JavaScript for advanced PDF.co/OpenPhone workflows. Tailor data, control logic, and create custom integrations easily.
Are there any limitations to the PDF.co and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: