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How to connect JobNimbus and Ortto
Create a New Scenario to Connect JobNimbus 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 JobNimbus, triggered by another scenario, or executed manually (for testing purposes). In most cases, JobNimbus or Ortto will be your first step. To do this, click "Choose an app," find JobNimbus or Ortto, and select the appropriate trigger to start the scenario.
Add the JobNimbus Node
Select the JobNimbus node from the app selection panel on the right.
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Configure the JobNimbus
Click on the JobNimbus node to configure it. You can modify the JobNimbus 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 JobNimbus 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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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 JobNimbus 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 JobNimbus 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 JobNimbus, 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 JobNimbus and Ortto integration works as expected. Depending on your setup, data should flow between JobNimbus 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 JobNimbus and Ortto
JobNimbus + Ortto + Google Sheets: When a contact is updated in JobNimbus, the corresponding contact in Ortto is updated. These updates are then logged as new rows in a Google Sheet for tracking and auditing purposes.
Ortto + JobNimbus + Slack: When a new activity event occurs in Ortto indicating a lead is marketing qualified, the corresponding contact in JobNimbus is updated and a message is sent to a designated Slack channel alerting the sales team.
JobNimbus and Ortto integration alternatives
About JobNimbus
Automate Instagram Business tasks within Latenode. Schedule posts, extract comments, and analyze metrics without manual effort. Integrate Instagram data with CRMs or spreadsheets. Latenode offers flexible logic and affordable scaling, so you can manage social media workflows alongside other business processes using AI tools or custom scripts.
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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 JobNimbus and Ortto
How can I connect my JobNimbus account to Ortto using Latenode?
To connect your JobNimbus account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select JobNimbus and click on "Connect".
- Authenticate your JobNimbus and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ortto campaigns from new JobNimbus project statuses?
Yes, you can! Latenode's flexible workflow engine lets you trigger personalized Ortto campaigns based on JobNimbus project updates, boosting engagement automatically and saving time.
What types of tasks can I perform by integrating JobNimbus with Ortto?
Integrating JobNimbus with Ortto allows you to perform various tasks, including:
- Adding new JobNimbus contacts to Ortto as leads.
- Updating Ortto contact details when JobNimbus information changes.
- Triggering Ortto email sequences based on JobNimbus job completion.
- Segmenting Ortto audiences based on JobNimbus project types.
- Creating Ortto tasks when new JobNimbus estimates are created.
Can I use JavaScript to transform data between JobNimbus and Ortto?
Yes! Latenode supports JavaScript code blocks, enabling complex data transformations for seamless JobNimbus and Ortto data mapping and custom logic.
Are there any limitations to the JobNimbus and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on the API rate limits of both JobNimbus and Ortto.
- Complex data transformations might require JavaScript knowledge.
- Historical data migration requires manual setup outside of the standard integration.
