Make is a visual automation platform that lets you send information between OpenPhone and thousands of apps with just a few clicks.
Make integration is a part of the Starter plan on OpenPhone. Sending SMS through OpenPhone via Make based on actions that take place in other apps is charged according to the OpenPhone API pricing here.
We'll show you how to get started and what's possible with a brief overview of Make.
What’s Make?
Make is a visual platform that lets you design, build, and automate anything – from simple tasks to complex workflows – in minutes. With Make, you can send information between OpenPhone and thousands of apps. It’s fast and easy to use, visually intuitive, and requires zero coding expertise.
And if you’re missing an app in Make’s library, you can use their no-code toolkit, which includes the generic HTTP app that allows you to connect to any app or service with an API.
How do I set up the Make integration?
1. Log in to your Make account or create a new account (and get 2 months for free).
2. Navigate to Scenarios and click on Create a new scenario. A scenario is a series of modules that you create to automate apps and services.
3. Search for OpenPhone and choose among the available triggers, actions, and searches. Every scenario must have a trigger, an event that starts your scenario. When you create a new scenario, the first module you choose is your trigger for that scenario.
4. To create a connection to OpenPhone, you’ll first need to generate your API key. Under your OpenPhone workspace settings, navigate to the API tab. You must be a workspace owner or admin to access this tab. Select “Generate API key” and give your key a label, e.g. Make.
5. Continue by adding another module — additional actions by OpenPhone or other apps that you wish to integrate with OpenPhone as part of your workflow. You can create, read, update, or delete data with an action module. There is no limit to the number of action modules in your scenario.
6. Give your scenario a quick test run. If you’re happy with it, set it to run on a schedule, then sit back and relax.
Note: Make allows you to control when and how often an activated scenario runs. By default, scenarios execute instantly, but you can customize the schedule in 15-minute intervals. Adjusting the run frequency helps manage text message limits, ensuring compliance with carrier regulations and reducing the risk of being marked as spam.
What’s possible with the OpenPhone Make app?
Here are the triggers, actions, and searches that are available in Make. A trigger is an event that launches the workflow, an action is the event.
Triggers
- Watch new calls and recordings. Triggers for new calls that have been completed or are ringing.
- Watch new messages. Triggers for new delivered or received messages.
- Watch new call summaries. Triggers when a new call summary is done.
- Watch new call transcripts. Triggers for newly completed transcripts.
Actions
- Create a Contact.
- Get a Contact. Retrieves information about a contact.
- Update a Contact. Updates an existing contact.
- Delete a Contact.
- Send a Text Message (SMS).
- Get a Text Message. Retrieves information about a text message.
- Get a Call Summary.
- Get a Call Transcript.
- Make an API call. Performs an arbitrary authorized API call.
Search
- Search Calls. Returns a list of calls that match the criteria.
- Search Text Messages. Returns a list of text messages that match the criteria.
- List Call Recordings. Returns a list of call recordings for by the call's ID.
- List Phone Numbers. Returns a list of OpenPhone phone numbers available to the user.
- List Custom Fields. Returns a list of custom fields.
FAQ
Why am I getting 400 error (invalid input) when using the Send Text Message module?
When you're using the Send Text Message module, the phone number you're sending the text to has to be in the E.164 format. Make sure it includes the country code and there are no spaces in the phone number itself like in the example below.
If a phone number is being pre-filled from another module or app, it may not follow the required E.164 format. In this case, you can use the Text Parser module right before the OpenPhone module with the pattern [^0-9+]. This will replace the spaces and provide number in a correct format number for you to use.