How to connect Pinecone and OpenPhone
Create a New Scenario to Connect Pinecone and OpenPhone
In the workspace, click the βCreate New Scenarioβ button.

Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Pinecone, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pinecone or OpenPhone will be your first step. To do this, click "Choose an app," find Pinecone or OpenPhone, and select the appropriate trigger to start the scenario.

Add the Pinecone Node
Select the Pinecone node from the app selection panel on the right.

Pinecone
Configure the Pinecone
Click on the Pinecone node to configure it. You can modify the Pinecone URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the OpenPhone Node
Next, click the plus (+) icon on the Pinecone node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.

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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 Pinecone 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 Pinecone and OpenPhone 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 donβt 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.

JavaScript
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AI Anthropic Claude 3
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OpenPhone
Trigger on Webhook
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Pinecone
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Pinecone, OpenPhone, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Pinecone and OpenPhone integration works as expected. Depending on your setup, data should flow between Pinecone and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Pinecone and OpenPhone
OpenPhone + Pinecone + Notion: When a call ends in OpenPhone, the transcript is sent to Pinecone to identify key topics. These topics, along with call details, are then logged in a Notion database for review.
OpenPhone + Pinecone + Slack: When a call ends in OpenPhone, the transcript is sent to Pinecone to generate a summary using vector search. This summary is then posted to a designated Slack channel.
Pinecone and OpenPhone integration alternatives
About Pinecone
Use Pinecone in Latenode to build scalable vector search workflows. Store embeddings from AI models, then use them to find relevant data. Automate document retrieval or personalized recommendations. Connect Pinecone with other apps via Latenode, bypassing complex coding and scaling easily with our pay-as-you-go pricing.
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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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FAQ Pinecone and OpenPhone
How can I connect my Pinecone account to OpenPhone using Latenode?
To connect your Pinecone account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Pinecone and click on "Connect".
- Authenticate your Pinecone and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger OpenPhone calls based on Pinecone vector search results?
Yes, you can! Latenode allows you to trigger OpenPhone calls directly based on Pinecone search results. This ensures immediate action based on data insights, improving customer engagement.
What types of tasks can I perform by integrating Pinecone with OpenPhone?
Integrating Pinecone with OpenPhone allows you to perform various tasks, including:
- Triggering outbound calls for leads identified via Pinecone similarity searches.
- Updating Pinecone with data collected during OpenPhone calls using AI summarization.
- Creating new Pinecone vectors from OpenPhone SMS message content.
- Logging OpenPhone call details and transcriptions into Pinecone for analysis.
- Routing OpenPhone calls based on Pinecone customer data and history.
How do I handle large Pinecone datasets within Latenode workflows?
Latenode's architecture efficiently handles large datasets. Utilize our data processing blocks and scaling options for optimal performance with Pinecone.
Are there any limitations to the Pinecone and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits on Pinecone and OpenPhone APIs may affect high-volume workflows.
- Complex data transformations may require JavaScript coding within Latenode.
- Initial setup requires understanding of both Pinecone and OpenPhone APIs.