An automated workflow using zapier
Connects Google Sheets + OpenPhone
Send OpenPhone SMS messages for new rows in Google Sheets
About this workflow template
This automation scenario allows you to connect Google Sheets and OpenPhone
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Google Sheets and OpenPhone can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Google Sheets
New or Updated Spreadsheet Row in Google Sheets
Triggered when a new row is added or modified in a spreadsheet.
Then this action happens in OpenPhone
Send a Message in OpenPhone
Sends a new message via OpenPhone.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send OpenPhone SMS messages for new rows in Google Sheets.
Part I
Configure Applications
First, we need to connect Google Sheets and OpenPhone to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Connect OpenPhone to Zapier.
Give Zapier access to your OpenPhone account, using OpenPhone credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Google Sheets
Choose the following trigger: New or Updated Spreadsheet Row (Triggered when a new row is added or modified in a spreadsheet.).
Then set up an Action for OpenPhone
Choose this action: Send a Message (Sends a new message via OpenPhone.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Sheets and OpenPhone.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send OpenPhone SMS messages for new rows in Google Sheets!
Related Automation Templates
Supported triggers and actions
New spreadsheet row
Triggered when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggered when you create a new spreadsheet.
triggerbyzapierautomateio
Create or update contact
Creates a contact or updates an existing contact.
actionbyzapierSend a message
Sends a new message via OpenPhone.
actionbyzapierIncoming call completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
triggerbyzapierIncoming message received
Triggers when you receive a message.
triggerbyzapierpabbly-connectCall recording completed
Triggers when a call recording has finished.
triggerbyzapierpabbly-connectOutgoing call completed
Triggers when an outgoing call has ended.
triggerbyzapier
Apps you need
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
