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Connect OpenPhone to Coherence.

. 5 triggers can start a workflow, and 4 actions can run inside one.

Call Recording CompletedCreate a Coherence record
A Coherence record changesSend Message
Outgoing Message DeliveredUpdate a Coherence record
A Coherence workflow runsCreate Contact

TRIGGERS AND ACTIONS

Everything OpenPhone can do in a workflow.

Triggers start a workflow when something happens in OpenPhone. Actions are the steps a workflow can run there.

Triggers · 5Call Recording CompletedOutgoing Message DeliveredOutgoing Call CompletedIncoming Call CompletedIncoming Message Received
Actions · 4Send MessageCreate ContactUpdate ContactGet Call Summary

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with OpenPhone.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring OpenPhone activity into CoherenceStart from a supported OpenPhone event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with · Call Recording Completed
or Outgoing Message Delivered
Finishes with · Create or update a Coherence record
Act in OpenPhone from a Coherence workflowUse a change in Coherence to run a supported OpenPhone action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Send Message
or Create Contact
Connect OpenPhone to the wider customer workflowCombine OpenPhone with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with · Call Recording Completed
or Outgoing Message Delivered
Finishes with · Send Message, then preserve the outcome in Coherence
or Create Contact

SET UP

How to connect OpenPhone.

The exact authentication fields depend on OpenPhone. The workflow structure stays straightforward.

1Connect the accountAuthorize the OpenPhone account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with OpenPhone or provide a complementary trigger or action.

QUESTIONS

OpenPhone integration questions.

What can I automate with the OpenPhone integration?

OpenPhone currently provides 5 triggers that can start a workflow and 4 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.

How many OpenPhone triggers and actions are available?

OpenPhone currently lists 5 triggers and 4 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can OpenPhone connect to other apps through Coherence?

Yes. A workflow can combine supported OpenPhone triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect OpenPhone?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect OpenPhone?

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