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How to connect Jira and Ortto
Create a New Scenario to Connect Jira 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 Jira, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jira or Ortto will be your first step. To do this, click "Choose an app," find Jira or Ortto, and select the appropriate trigger to start the scenario.
Add the Jira Node
Select the Jira node from the app selection panel on the right.
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Add the Ortto Node
Next, click the plus (+) icon on the Jira 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 Jira 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 Jira 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 Jira, 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 Jira and Ortto integration works as expected. Depending on your setup, data should flow between Jira 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 Jira and Ortto
Jira + Ortto + Slack: When a Jira issue is resolved (status transitioned), the user's profile in Ortto is updated with a custom attribute indicating issue resolution. A notification is then sent to a dedicated Slack channel to inform the team.
Ortto + Jira + Google Sheets: When a lead reaches a specific stage in Ortto, a Jira ticket is created for follow-up. The event, including lead details and Jira ticket ID, is then logged in a Google Sheets spreadsheet for tracking and analysis.
Jira and Ortto integration alternatives
About Jira
Sync Jira issues to other tools or trigger actions based on status changes. Automate bug reporting, task assignment, or notifications without code. Latenode lets you visually integrate Jira into complex workflows. Extend functionality with JavaScript and control costs with execution-based pricing, not per-step fees.
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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 Jira and Ortto
How can I connect my Jira account to Ortto using Latenode?
To connect your Jira account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jira and click on "Connect".
- Authenticate your Jira and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ortto campaigns from Jira issue updates?
Yes, you can! Latenode's visual editor makes it easy to trigger Ortto campaigns based on Jira issue status changes, improving customer communication and engagement automatically.
What types of tasks can I perform by integrating Jira with Ortto?
Integrating Jira with Ortto allows you to perform various tasks, including:
- Automatically adding new Jira users to Ortto as contacts.
- Triggering personalized email sequences in Ortto based on Jira issue resolution.
- Updating Jira issue fields when a user interacts with an Ortto campaign.
- Creating Jira issues from Ortto form submissions.
- Segmenting Ortto audiences based on Jira issue data for targeted campaigns.
Can I filter Jira issues based on custom fields in Latenode?
Yes, Latenode allows filtering Jira issues using custom fields, enabling advanced automation scenarios tailored to your specific needs.
Are there any limitations to the Jira and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Jira and Ortto APIs may affect high-volume workflows.
- Real-time synchronization depends on the polling interval set in Latenode.
