.svg){kind=icon}
How to connect Instantly and Ortto
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Ortto will be your first step. To do this, click "Choose an app," find Instantly or Ortto, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
+
1
Instantly
Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly node, select Ortto from the list of available apps, and choose the action you need from the list of nodes within Ortto.
1
Instantly
⚙
+
2
Ortto
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 Instantly 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 Instantly 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Ortto
1
Trigger on Webhook
⚙
2
Instantly
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Instantly, 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 Instantly and Ortto integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Ortto
Instantly + Ortto + Google Sheets: When a new lead is created in Instantly, it triggers the creation of a new person in Ortto. Subsequently, the lead's information and Ortto's person ID are added as a new row in Google Sheets for consolidated reporting.
Instantly + Ortto + Slack: When a new lead is created in Instantly and then creates activity in Ortto, a Slack notification is sent to a designated channel, alerting sales of a potentially converting lead.
Instantly and Ortto integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
Similar apps
Related categories
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.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Instantly and Ortto
How can I connect my Instantly account to Ortto using Latenode?
To connect your Instantly account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Instantly leads to Ortto?
Yes, you can! Latenode's visual editor makes syncing Instantly leads to Ortto easy. Automatically add leads to Ortto for personalized marketing campaigns.
What types of tasks can I perform by integrating Instantly with Ortto?
Integrating Instantly with Ortto allows you to perform various tasks, including:
- Automatically create new Ortto contacts from Instantly leads.
- Trigger personalized email sequences in Ortto based on Instantly campaign events.
- Update Ortto contact properties with data from Instantly lead fields.
- Segment Ortto audiences based on Instantly campaign performance metrics.
- Pause Instantly campaigns when leads reach a specific stage in Ortto.
Can I use JavaScript code to transform Instantly data on Latenode?
Yes! Latenode supports JavaScript, allowing you to transform Instantly data before sending it to Ortto, providing unparalleled flexibility.
Are there any limitations to the Instantly and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API limits of both Instantly and Ortto.
- Complex data transformations may require some JavaScript coding knowledge.
- Historical data migration might require manual setup or custom scripts.
