OpenPhone integration

Use OpenPhone in Zoft workflows, voice agents, chat agents and AI employees. Use OpenPhone from Zoft voice agents, chat agents, workflows and AI employees.

API key
4 actions
5 triggers

Get early access Talk to sales

Starts withIncoming Call Completed
ZoftAgent or workflow decides what happens next
Then in OpenPhoneSend Message
AndCreate Contact

Illustrative flow built from OpenPhone’s real triggers and actions.

Zoft + OpenPhone

What Zoft can do with OpenPhone.

01Voice agentsA phone agent can use OpenPhone actions such as Send Message and Create Contact during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update OpenPhone while it talks to the customer.
03WorkflowsStart a workflow when “Incoming Call Completed” happens in OpenPhone, or use OpenPhone as any step on the canvas.
04AI employeesAn AI employee can find and use OpenPhone actions on its own, and ask for your approval before it sends or changes anything important.

Actions 4

Things Zoft can do in OpenPhone.

Send MessageSend SMS/MMS from your OpenPhone number to a recipient
Create ContactCreate a new contact in your OpenPhone workspace
Update ContactUpdate an existing contact in your OpenPhone workspace
Get Call SummaryRetrieve an AI-generated summary of a specific call by ID. Call summaries are only available on OpenPhone Business plan.

Triggers 5

Events in OpenPhone that can start a workflow.

Incoming Call CompletedFires when an incoming call is completed. Includes voicemail data if available.
Outgoing Call CompletedFires when an outbound call ends. Useful for call logging.
Call Recording CompletedFires when a call recording finishes. Useful for post-transcription or archival workflows.
Incoming Message ReceivedFires when a new SMS/MMS message is received.
Outgoing Message DeliveredFires when an outbound message is delivered successfully. Useful for message confirmation workflows.

Setup

Connect OpenPhone in three steps.

01ConnectChoose OpenPhone in Connections and paste an API key from your OpenPhone account.
02Put it to workAdd OpenPhone as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

OpenPhone on Zoft, answered.

What can Zoft do with OpenPhone?

Zoft supports 4 actions and 5 triggers for OpenPhone. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect OpenPhone to Zoft?

Choose OpenPhone in Connections and paste an API key from your OpenPhone account.

Can a voice agent or chat agent use OpenPhone?

Yes. Once OpenPhone is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in OpenPhone without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put OpenPhone to work in your operation.