OpenPhone + n8n Connector

A collection of production-ready n8n workflows for integrating OpenPhone with CRM, Airtable, Slack, and AI services. Built for law firms and professional services teams that need reliable phone automation with TCPA compliance baked in.

Architecture Overview

graph LR
    OP[OpenPhone] -->|Webhooks| N8N[n8n]
    N8N -->|API| CRM[CRM / Lawmatics]
    N8N -->|API| AT[Airtable]
    N8N -->|API| SL[Slack]
    N8N -->|API| AI[OpenAI]
    N8N -->|API| OP

    style OP fill:#4A90D9,color:#fff
    style N8N fill:#FF6D5A,color:#fff
    style CRM fill:#34C759,color:#fff
    style AT fill:#FCBF49,color:#000
    style SL fill:#611F69,color:#fff
    style AI fill:#10A37F,color:#fff

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Workflows

1. Missed Call Recovery

Automatically detects missed calls, checks business hours, identifies if the caller is a known contact, and sends a recovery SMS — with human approval before any message goes out.

flowchart TD
    A[OpenPhone Webhook: call.completed, status=missed] --> B[Extract Caller Info]
    B --> C{Business Hours? Mon-Sat 8AM-7PM ET}
    C -->|Yes| D[Check CRM for Existing Contact]
    C -->|No| E[Queue for Next Business Day]
    D --> F{New or Existing?}
    F -->|New| G[Draft SMS: New Caller Template]
    F -->|Existing| H[Draft SMS: Existing Client Template]
    G --> I[Human Approval Gate]
    H --> I
    I -->|Approved| J[Send SMS via OpenPhone API]
    I -->|Rejected| K[Log: Skipped]
    J --> L[Audit Log to Airtable]
    K --> L
    E --> L

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File: workflows/missed-call-recovery.json

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2. SMS Auto-Responder

Handles inbound SMS with TCPA-compliant opt-out detection, AI-powered intent classification, and templated responses routed by intent.

flowchart TD
    A[OpenPhone Webhook: message.received] --> B{STOP / UNSUBSCRIBE?}
    B -->|Yes| C[Update Opt-Out List]
    C --> D[Do NOT Respond]
    B -->|No| E{Business Hours?}
    E -->|No| F[After-Hours Auto-Reply]
    E -->|Yes| G[AI Classify Intent via OpenAI]
    G --> H{Intent Type}
    H -->|Appointment Request| I[Appointment Template]
    H -->|Case Status| J[Case Status Template]
    H -->|General Inquiry| K[General Template]
    I --> L[Human Approval Gate]
    J --> L
    K --> L
    F --> L
    L -->|Approved| M[Send SMS via OpenPhone API]
    L -->|Rejected| N[Log: Skipped]
    M --> O[Audit Log to Airtable]
    N --> O
    D --> O

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File: workflows/sms-auto-responder.json

---

3. Call Log Sync

Polls OpenPhone every 15 minutes, formats call records, writes them to Airtable, and alerts Slack when the same number has 2+ missed calls within 24 hours.

flowchart TD
    A[Schedule: Every 15 Minutes] --> B[GET Recent Calls from OpenPhone API]
    B --> C[Format Call Records]
    C --> D[Write to Airtable]
    D --> E[Flag Repeat Missed Calls]
    E --> F{Same Number 2+ Missed in 24hrs?}
    F -->|Yes| G[Slack Alert: Urgent Follow-Up]
    F -->|No| H[Done]

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File: workflows/call-log-sync.json

---

4. Contact Sync

Daily bidirectional sync between OpenPhone and CRM. CRM is the source of truth for conflict resolution.

flowchart TD
    A[Schedule: Daily at 2AM ET] --> B[GET Contacts from OpenPhone]
    B --> C[GET Contacts from CRM]
    C --> D[Compare & Find Mismatches]
    D --> E{Mismatch Type}
    E -->|New in OpenPhone| F[Create in CRM]
    E -->|Updated in CRM| G[Update in OpenPhone]
    E -->|Conflict| H[CRM Wins — Source of Truth]
    F --> I[Audit Log to Airtable]
    G --> I
    H --> I

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File: workflows/contact-sync.json

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TCPA Compliance

All SMS workflows include mandatory TCPA safeguards:

• STOP/UNSUBSCRIBE handling — Immediate opt-out, no further messages sent
• Business hours only — Mon-Sat 8AM-7PM ET (no Sundays)
• Human approval gates — No automated outbound SMS without review
• Consent tracking — Logged in Airtable audit trail
• Penalties — Up to $1,500 per non-compliant message

See docs/tcpa-compliance.md for the full guide.

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Quick Start

1. Import workflows — In n8n, go to Workflows > Import and select any .json file from workflows/
2. Configure credentials — Set up OpenPhone API key, CRM API credentials, Airtable token, Slack webhook, and OpenAI key in n8n Credentials
3. Update placeholders — Replace placeholder URLs and IDs in HTTP Request nodes with your actual endpoints
4. Set up OpenPhone webhooks — Point webhooks to your n8n webhook URLs (see docs/openphone-webhooks.md)
5. Test with sample payloads — Use files in payloads/ to test each workflow
6. Activate — All workflows ship as active: false — enable when ready

Project Structure

openphone-n8n-connector/
├── workflows/
│   ├── missed-call-recovery.json
│   ├── sms-auto-responder.json
│   ├── call-log-sync.json
│   └── contact-sync.json
├── payloads/
│   ├── missed-call-event.json
│   ├── incoming-sms-event.json
│   ├── call-log-response.json
│   └── contact-sync-result.json
├── docs/
│   ├── tcpa-compliance.md
│   └── openphone-webhooks.md
├── .gitignore
├── LICENSE
├── CONTRIBUTING.md
├── CHANGELOG.md
└── README.md

License

MIT License. See LICENSE.

Rate Limits

OpenPhone API has rate limits. These workflows respect them:

• Call log sync: runs every 15 min (well under limits)
• Contact sync: runs daily (batched)
• SMS: human-gated (natural rate limiting)

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👋 Built by Lorenz Espinosa

I design and ship production automation for ops-heavy businesses — webhook-driven, AI-powered systems with validation, retries, and audit logging baked in. 50+ processes automated · $800K+ saved.

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