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How to connect Businessmap and Ortto
Create a New Scenario to Connect Businessmap 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 Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or Ortto will be your first step. To do this, click "Choose an app," find Businessmap or Ortto, and select the appropriate trigger to start the scenario.
Add the Businessmap Node
Select the Businessmap node from the app selection panel on the right.
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Configure the Businessmap
Click on the Businessmap node to configure it. You can modify the Businessmap URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Ortto Node
Next, click the plus (+) icon on the Businessmap 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 Businessmap 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 Businessmap 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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Ortto
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Businessmap, 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 Businessmap and Ortto integration works as expected. Depending on your setup, data should flow between Businessmap 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 Businessmap and Ortto
Businessmap + Ortto + Slack: When a card is updated in Businessmap, the corresponding contact in Ortto is updated, and a notification is sent to a Slack channel.
Ortto + Businessmap + Google Sheets: When a new contact is created in Ortto, a new task is created in Businessmap and the contact information is added to a Google Sheet.
Businessmap and Ortto integration alternatives
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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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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See how Latenode works
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FAQ Businessmap and Ortto
How can I connect my Businessmap account to Ortto using Latenode?
To connect your Businessmap account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Businessmap and click on "Connect".
- Authenticate your Businessmap and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ortto campaigns from Businessmap card movements?
Yes, you can! Latenode's visual editor makes it easy to trigger personalized Ortto campaigns when cards move in Businessmap, streamlining marketing automation and improving customer engagement.
What types of tasks can I perform by integrating Businessmap with Ortto?
Integrating Businessmap with Ortto allows you to perform various tasks, including:
- Creating Ortto contacts from new Businessmap cards.
- Updating Ortto contact properties based on Businessmap card changes.
- Triggering Ortto journeys when a Businessmap card enters a specific column.
- Sending personalized emails via Ortto for cards assigned to specific users.
- Segmenting Ortto audiences based on Businessmap project data.
How do I access custom fields from Businessmap inside Latenode?
Latenode supports accessing custom fields via data mapping. Simply select the desired fields in the visual editor to use them in your workflows.
Are there any limitations to the Businessmap and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API rate limits of Businessmap and Ortto.
- Complex data transformations may require JavaScript code within Latenode.
- Historical data migration between the two platforms is not directly supported.
