Make

Overview

Make is a visual automation platform that connects OpenPhone with thousands of apps through intuitive, no-code workflows. Design and automate everything from simple tasks to complex multi-step processes in minutes.

Make integration is included with all OpenPhone plans. SMS messages sent through Make use OpenPhone API pricing.

What is Make?

Visual automation platform: Make lets you design, build, and automate workflows between apps without coding. Create scenarios that trigger actions across your tech stack when specific events occur in OpenPhone. Key capabilities:

Visual, drag-and-drop workflow builder
Connects to thousands of apps and services
Real-time data synchronization
Custom scheduling and execution controls
HTTP app for connecting any API

Setting up Make integration

Getting started

Prerequisites:

Make account (create account - 2 months free)
OpenPhone workspace Owner or Admin permissions
API key generated from OpenPhone

Creating your first scenario

Step-by-step setup:

Log into Make and navigate to Scenarios
Click “Create a new scenario”
Search for OpenPhone and select your trigger
Generate API key in OpenPhone Settings → API
Connect to OpenPhone using your API key
Add action modules for other apps or services
Test and activate your scenario

API key generation

Creating OpenPhone API connection:

Navigate to Settings → API in OpenPhone
Click Generate API key
Label your key (e.g., “Make Integration”)
Copy key for use in Make connection

Available Make modules

Triggers

Workflow initiators:

Watch new calls and recordings: Triggers on completed or ringing calls
Watch new messages: Triggers on delivered or received messages
Watch new call summaries: Triggers when call summaries are generated
Watch new call transcripts: Triggers on completed transcripts

Actions

OpenPhone operations:

Create a Contact: Add new contacts to OpenPhone
Get a Contact: Retrieve contact information
Update a Contact: Modify existing contact details
Delete a Contact: Remove contacts from workspace
Send a Text Message (SMS): Send automated messages
Get a Text Message: Retrieve message information
Get a Call Summary: Access AI-generated summaries
Get a Call Transcript: Retrieve call transcriptions
Make an API call: Perform custom API operations

Search functions

Data retrieval:

Search Calls: Find calls matching specific criteria
Search Text Messages: Locate messages by parameters
List Call Recordings: Get recordings for specific calls
List Phone Numbers: Retrieve workspace phone numbers
List Custom Fields: Access custom field definitions

Common automation examples

Customer service workflows

Support ticket creation:

Trigger: New voicemail in OpenPhone
Action: Create ticket in help desk system
Include: Caller information and voicemail transcript

Follow-up messaging:

Trigger: Missed call in OpenPhone
Action: Send automated SMS follow-up
Include: Callback scheduling link

Sales automation

Lead generation:

Trigger: New contact created in OpenPhone
Action: Add to CRM and marketing automation
Include: Call summary and contact details

Opportunity tracking:

Trigger: Call summary contains specific keywords
Action: Update deal stage in CRM
Include: Conversation insights and next steps

Team notifications

Urgent call alerts:

Trigger: Call tagged as “urgent” in OpenPhone
Action: Send instant notifications to team
Include: Caller details and urgency reason

Best practices

Scenario design

Effective automation:

Start with simple, single-action scenarios
Test thoroughly before activation
Use descriptive naming for scenarios and modules
Document complex workflows for team reference

Performance optimization

Execution management:

Set appropriate run schedules (minimum 15-minute intervals)
Monitor message limits to avoid spam flagging
Use filters to prevent unnecessary triggers
Regular review of scenario performance

Error handling

Robust workflows:

Include error handling for failed actions
Set up notifications for scenario failures
Test with various data types and edge cases
Maintain backup processes for critical workflows

Troubleshooting

Common issues

Phone number formatting:

Error: 400 invalid input when sending SMS
Solution: Use E.164 format (+1234567890)
Fix: Add Text Parser module with pattern [^0-9+]

Text parsing for phone numbers: Use Text Parser module before OpenPhone module:

Text parser module for phone number formatting

API connection issues

Connection troubleshooting:

Verify API key is correctly copied
Check OpenPhone workspace permissions
Ensure API key hasn’t expired
Test connection with simple scenario

Pricing considerations

Make platform costs

Make pricing structure:

Free tier available with limited operations
Paid plans based on operations per month
Get 2 months free with OpenPhone partnership