AFI
OpenPhone
Openphone is a business phone platform. Advanced Form Integration sends form submissions to Openphone, so every form entry on your WordPress site can create or update records automatically without manual data entry.
What you’ll need
- An active Openphone account.
- An API token from Openphone (see below).
- The Advanced Form Integration plugin installed and activated.
Get your Openphone API token
Openphone authenticates with a bearer token.
- Sign in to your Openphone account.
- Open Settings → API or the developer/integrations section.
- Generate or copy your API Token (sometimes called a Personal Access Token).
- Paste it in AFI → Settings → Openphone.
Connect Openphone to AFI
- In WordPress, go to AFI → Settings and open the Openphone tab.
- Click Add New Account and paste the API key or token.
- Give the account a name you will recognise.
- Click Save.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Openphone. - Under Trigger, pick the form plugin and the specific form you want to listen on.
- Under Action → Platform, select Openphone.
- In Task, choose Create Contact.
- Pick the saved account in the Openphone Account dropdown.
- Map your form fields onto the Openphone fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create Contact
Creates a new contact record. The contact appears in your dashboard immediately.
| Field | Field key | Required | Notes |
|---|---|---|---|
| From Number (required | from_number |
No | |
| To Number (required | to_number |
No | |
| Message (required | message |
No | |
| First Name (one of First/Last required | first_name |
Yes | |
| Last Name (one of First/Last required | last_name |
Yes | |
email |
Yes | ||
| Phone (E.164 | phone |
No | |
| Company | company |
No | |
| Role / Job Title | role |
No |
Conditional logic example
Only send data to Openphone when the form’s email field is not empty, so test submissions or incomplete entries do not create records. Add a condition: Email is not empty.
Troubleshooting
Nothing arrives in Openphone
Open AFI → Log and find the most recent entry for this integration. AFI stores the request it sent and the raw response it got back. If there is no log entry at all, the trigger never fired: re-check the form selection and submit a real test entry from the front end.
API key rejected
Copy the key directly from Openphone with no leading or trailing spaces. If the key was revoked or regenerated, update it in AFI → Settings → Openphone.