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How to connect 7todos and Ortto
Create a New Scenario to Connect 7todos and Ortto
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a 7todos, triggered by another scenario, or executed manually (for testing purposes). In most cases, 7todos or Ortto will be your first step. To do this, click "Choose an app," find 7todos or Ortto, and select the appropriate trigger to start the scenario.
Add the 7todos Node
Select the 7todos node from the app selection panel on the right.
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Add the Ortto Node
Next, click the plus (+) icon on the 7todos node, select Ortto from the list of available apps, and choose the action you need from the list of nodes within Ortto.
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Authenticate Ortto
Now, click the Ortto node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ortto settings. Authentication allows you to use Ortto through Latenode.
Configure the 7todos and Ortto Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the 7todos and Ortto Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring 7todos, Ortto, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the 7todos and Ortto integration works as expected. Depending on your setup, data should flow between 7todos and Ortto (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect 7todos and Ortto
7todos + Ortto + Slack: When a task is created in 7todos, update the user's profile in Ortto, and then send a congratulatory direct message to the user in Slack.
Ortto + 7todos + Google calendar: When a new person is added to Ortto, create a follow-up task in 7todos and schedule a welcome call in Google Calendar.
7todos and Ortto integration alternatives
About 7todos
Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.
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About Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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FAQ 7todos and Ortto
How can I connect my 7todos account to Ortto using Latenode?
To connect your 7todos account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select 7todos and click on "Connect".
- Authenticate your 7todos and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger marketing automations from completed tasks?
Yes, you can! Latenode allows triggering Ortto campaigns when tasks are completed in 7todos. This bridges task management and marketing for automated customer engagement.
What types of tasks can I perform by integrating 7todos with Ortto?
Integrating 7todos with Ortto allows you to perform various tasks, including:
- Create Ortto contacts from new 7todos tasks.
- Update Ortto contact properties when 7todos tasks are completed.
- Trigger Ortto journeys based on 7todos task status changes.
- Send personalized emails via Ortto for urgent 7todos tasks.
- Log 7todos task completions as events in Ortto.
Can I use JavaScript to transform data between 7todos and Ortto?
Yes! Latenode lets you use JavaScript to customize and transform data, ensuring perfect compatibility between 7todos and Ortto's data structures.
Are there any limitations to the 7todos and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates may be subject to API rate limits of both 7todos and Ortto.
- Complex data transformations may require advanced JavaScript knowledge.
- Historical data synchronization might require manual import.
