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How to connect Circle and Ortto
Create a New Scenario to Connect Circle 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 Circle, triggered by another scenario, or executed manually (for testing purposes). In most cases, Circle or Ortto will be your first step. To do this, click "Choose an app," find Circle or Ortto, and select the appropriate trigger to start the scenario.
Add the Circle Node
Select the Circle node from the app selection panel on the right.
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Add the Ortto Node
Next, click the plus (+) icon on the Circle 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 Circle 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 Circle 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 Circle, 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 Circle and Ortto integration works as expected. Depending on your setup, data should flow between Circle 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 Circle and Ortto
Circle + Ortto + Google Sheets: When a new member joins a Circle community, their information is added or updated in Ortto. Subsequently, a new row is added to a Google Sheet to track member data for reporting purposes.
Ortto + Circle + Slack: When Ortto identifies a new activity event, it automatically invites the associated person to a specific Circle community. After the invitation, a notification is sent to a Slack channel to inform the community manager.
Circle and Ortto integration alternatives
About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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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 Circle and Ortto
How can I connect my Circle account to Ortto using Latenode?
To connect your Circle account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Circle and click on "Connect".
- Authenticate your Circle and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enroll new Circle members in Ortto campaigns?
Yes, you can! With Latenode, automate enrollment based on Circle activity. This ensures new members get personalized onboarding, boosting engagement from day one.
What types of tasks can I perform by integrating Circle with Ortto?
Integrating Circle with Ortto allows you to perform various tasks, including:
- Syncing new Circle members as contacts in Ortto.
- Triggering Ortto journeys based on Circle community activity.
- Updating Ortto contact properties from Circle profile data.
- Segmenting Ortto audiences based on Circle group memberships.
- Sending personalized emails via Ortto for Circle events.
How secure is connecting Circle to Ortto through Latenode?
Latenode uses secure protocols to protect your data during Circle and Ortto integration. We prioritize your data privacy and security.
Are there any limitations to the Circle and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data prior to the integration might not be immediately synced.
- Complex Circle custom fields may require custom mapping in Latenode.
- Rate limits of the Circle and Ortto APIs still apply within Latenode.
