Connecteam + OpenPhone

Send a message in OpenPhone for every new form submission in Connecteam

Easily streamline your business communications with this efficient workflow. When a new form submission is received on Connecteam, it swiftly triggers a message send-out on OpenPhone. This automation enhances your responsiveness, ensuring no form submission goes unnoticed and saving you the time taken to manually transfer information between the two platforms. Stay on top of your communication game effortlessly!

When this happens...
New Form Submission
Triggers when a new form is submitted. This trigger is in real-time (replaces the deprecated form submission trigger which was polling based).
TriggerInstant
automatically do this!
Send a Message
Sends a new message via OpenPhone.
ActionWrite

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Supported triggers and actions

- Time ClockRequired
Trigger
Instant
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- Form NameRequired
Trigger
Instant
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- SchedulerRequired
Trigger
Instant
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- Task BoardRequired
Trigger
Instant
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User Archived
Triggers when a user is archived
Trigger
Instant
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User Updated
Triggers when a user field was edited (real-time trigger).
Trigger
Instant
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- Time ClockRequired
- Assigned UserRequired
- Timezone
- Associated JobRequired
Action
Write

- Scheduler
- Time Clock
- TitleRequired
- Job Code
- Description
- Address
- Users or Groups
- Color
Action
Write
- SchedulerRequired
- Shift titleRequired
- Color
- Shift StartRequired
- Shift EndRequired
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
Action
Write
- Assigned user
- Time ClockRequired
- TimezoneRequired
- Start TimeRequired
- End TimeRequired
- Associated JobRequired
Action
Write
- User IDRequired
- Title
- TextRequired
Action
Write
- Conversation (Team/Channel)Required
- Sender (publisher)Required
- TextRequired
Action
Write
- Form IDRequired
- Form Submission IDRequired
- Manager FieldsRequired
Action
Write
- SchedulerRequired
- Shift IDRequired
- Shift Title
- Shift Start
- Shift End
- TimeZone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you what to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
- Color
Action
Write
- Form NameRequired
Action
Search
- Job Name
- Job ID
Action
Search
- Form IDRequired
- User ID
- Submission Start Date
- Submission End Date
Action
Search
- Task BoardRequired
- Label TitleRequired
Action
Search
- Select Phone NumbersRequired
Trigger
Instant
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- Phone NumbersRequired
Trigger
Instant
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- Select Phone NumbersRequired
Trigger
Instant
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- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
Action
Write

- Time ClockRequired
Trigger
Instant
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- Form NameRequired
Trigger
Instant
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- SchedulerRequired
Trigger
Instant
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- Task BoardRequired
Trigger
Instant
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New User
Triggers when a new user is added (real time trigger)
Trigger
Instant
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- Archive by phone numberRequired
- User ID
- Phone Number
Action
Write
- Time ClockRequired
- Assigned UserRequired
- Timezone
Action
Write
- Scheduler
- Time Clock
- TitleRequired
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- TitleRequired
- Code
Action
Write
- Assigned Task BoardRequired
- Assigned Users
- TitleRequired
- Task Labels
- Task StatusRequired
- Start TimeRequired
- Due DateRequired
- Description
- Title
Action
Write
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- User TypeRequired
- Email Address
- Send activation SMSRequired
Action
Write
- Schedule IDRequired
- Shift IDRequired
Action
Write
- Recipient UserRequired
- Sender (publisher)Required
- TextRequired
Action
Write
- DateRequired
- UserRequired
- IndicatorRequired
- ValueRequired
Action
Write
- Assigned UserRequired
- Policy NameRequired
- BalanceRequired
Action
Write
- Form NameRequired
- Form Submission IdRequired
Action
Search
- Scheduler IDRequired
- Shift StartRequired
- Shift EndRequired
- Shift ID
- Shift Title
- Job ID
Action
Search
- Sub-Job Title
- Sub-Job ID
Action
Search
- User ID
- Full Name
- Phone Number
- Email Address
Action
Search
- Select Phone NumbersRequired
Trigger
Instant
Try It
- Phone NumbersRequired
Trigger
Instant
Try It
- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write

About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.

Learn more

Related categories

Scheduling & Booking

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

Learn more

Related categories

Phone & SMS

Connecteam + OpenPhone

Send a message in OpenPhone for every new form submission in Connecteam

Clock In

Manager Field Updated

New Shift in Scheduler

Task Completed

User Archived

User Updated

Clock In

Create Job

Create Shift

Create Timesheet Row

Create User Note

Send Message in Channel/Team

Update Form Submission

Update Shift

Find Form

Find a Job

Find Form Submission

Find Task Label

Call Recording Completed

Outgoing Message Delivered

Outgoing Call Completed

Send a Message

Clock Out

New Form Submission

Updated Shift in Scheduler

Task Published

New User

Archive User

Clock Out

Create Job With Sub-Jobs

Create Task

Create User

Delete Shift

Send Private Message (DM)

Update User Performance Data

Update User Time Off Balance

Find Form Submission by Id

Find a Shift

Find Sub-Job

Find User

Incoming Call Completed

Incoming Message Received

Create or Update Contact

About Connecteam

Related categories

About OpenPhone

Related categories