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How to connect GoCanvas and Ortto
Create a New Scenario to Connect GoCanvas 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 GoCanvas, triggered by another scenario, or executed manually (for testing purposes). In most cases, GoCanvas or Ortto will be your first step. To do this, click "Choose an app," find GoCanvas or Ortto, and select the appropriate trigger to start the scenario.
Add the GoCanvas Node
Select the GoCanvas node from the app selection panel on the right.
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Configure the GoCanvas
Click on the GoCanvas node to configure it. You can modify the GoCanvas 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 GoCanvas 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 GoCanvas 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 GoCanvas 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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Save and Activate the Scenario
After configuring GoCanvas, 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 GoCanvas and Ortto integration works as expected. Depending on your setup, data should flow between GoCanvas 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 GoCanvas and Ortto
GoCanvas + Ortto + Slack: When a new submission is received in GoCanvas, check the submission for safety issues. If a safety issue is detected, update the contact details in Ortto and notify the safety team via a Slack channel message.
Ortto + GoCanvas + Google Sheets: When a new activity event occurs in Ortto, capture the user engagement data from Ortto. Subsequently, capture the corresponding GoCanvas form submissions and store both sets of data into a Google Sheet for reporting and analysis.
GoCanvas and Ortto integration alternatives
About GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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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 GoCanvas and Ortto
How can I connect my GoCanvas account to Ortto using Latenode?
To connect your GoCanvas account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select GoCanvas and click on "Connect".
- Authenticate your GoCanvas and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Ortto contacts from GoCanvas submissions?
Yes, you can! Latenode enables real-time contact updates in Ortto based on GoCanvas form submissions, ensuring accurate and timely data for personalized marketing campaigns.
What types of tasks can I perform by integrating GoCanvas with Ortto?
Integrating GoCanvas with Ortto allows you to perform various tasks, including:
- Create new Ortto contacts from new GoCanvas submissions automatically.
- Update existing Ortto contacts with data from GoCanvas form entries.
- Trigger Ortto journeys when a specific GoCanvas form is submitted.
- Segment Ortto contacts based on GoCanvas form response data.
- Send personalized emails via Ortto based on GoCanvas submission details.
How can I map GoCanvas fields to Ortto attributes in Latenode?
Latenode's visual editor lets you map GoCanvas fields directly to Ortto attributes. Use data transformations, formulas, and AI steps to customize field values.
Are there any limitations to the GoCanvas and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex GoCanvas form structures may require custom JavaScript mapping.
- Data transfer rates depend on the GoCanvas and Ortto API limits.
- Real-time updates rely on the stability of both GoCanvas and Ortto services.
