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SMS Communication with OrbisX & OpenPhone

Texting & calling, built right into your workflow.

Connect your OpenPhone number to OrbisX and manage conversations where they belong—inside your customer profiles. Send and receive texts, trigger reminders, and keep every touchpoint tied to jobs, invoices, and appointments in OrbisX.

Setup is fast and easy so you can start communicating right away!

How it works

1) Connect your OpenPhone account in OrbisX.

2) Choose the number(s) you want to use.

3) OrbisX securely sets up webhooks so texts and calls flow into your CRM in real time.

4) View and reply to messages, log calls, and use templates—without leaving OrbisX.

Quick setup (2–3 minutes)

1) In OrbisX, go to Admin → Settings → Integrations → OpenPhone.

2) Paste your OpenPhone API Key.

3) Click the Search Icon to Look Up Numbers, select your desired phone line, and save.

4) You’re live—new texts will start appearing in OrbisX.

Popular use cases

  • Appointment confirmations & reminders

  • “Your vehicle is ready” pickup notices

  • Estimate follow-ups and win-back campaigns

  • On-the-way updates for mobile service teams

Frequently Asked Questions About OpenPhone & OrbisX

Can I send bulk SMS?
Yes—use OrbisX Marketing to launch targeted SMS campaigns with templates and tracking.

Are media attachments supported?
Text messaging works today. Attachment capture will be added as OpenPhone expands API support.

Any extra fees?
You’ll need an OpenPhone plan for your phone number(s). OrbisX doesn’t add per-message fees beyond your plan.