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How to connect Kintone and Ortto
Create a New Scenario to Connect Kintone 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 Kintone, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kintone or Ortto will be your first step. To do this, click "Choose an app," find Kintone or Ortto, and select the appropriate trigger to start the scenario.
Add the Kintone Node
Select the Kintone node from the app selection panel on the right.
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Add the Ortto Node
Next, click the plus (+) icon on the Kintone 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 Kintone 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 Kintone 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 Kintone, 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 Kintone and Ortto integration works as expected. Depending on your setup, data should flow between Kintone 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 Kintone and Ortto
Kintone + Ortto + Slack: When a new record is created in Kintone, it triggers an update or creation of a person in Ortto. Then, a Slack message is sent to a channel to notify the team of the new record and Ortto update.
Ortto + Kintone + Google Sheets: When a new activity event occurs in Ortto, the workflow updates a record in Kintone with the event details and logs the results in a Google Sheet.
Kintone and Ortto integration alternatives
About Kintone
Integrate Kintone into Latenode to automate custom application workflows. Sync data, trigger actions, and manage processes without code. Extend Kintone's capabilities with Latenode's visual builder, JavaScript functions, and AI tools to automate data validation, reporting, and notifications. Scale efficiently and only pay for what you use.
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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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FAQ Kintone and Ortto
How can I connect my Kintone account to Ortto using Latenode?
To connect your Kintone account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kintone and click on "Connect".
- Authenticate your Kintone and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead nurturing based on Kintone project status?
Yes, with Latenode. Trigger Ortto campaigns when a Kintone project changes status, ensuring timely and relevant engagement. Latenode's visual editor makes setup easy.
What types of tasks can I perform by integrating Kintone with Ortto?
Integrating Kintone with Ortto allows you to perform various tasks, including:
- Automatically adding new Kintone contacts to Ortto as new leads.
- Updating contact information in Ortto when a Kintone record is modified.
- Triggering personalized email campaigns in Ortto based on Kintone events.
- Segmenting Ortto audiences based on Kintone data and custom fields.
- Creating reports in Ortto using data synced from Kintone applications.
Can I use JavaScript code to transform Kintone data before it reaches Ortto?
Yes! Latenode supports custom JavaScript functions, enabling advanced data transformation before syncing data between Kintone and Ortto.
Are there any limitations to the Kintone and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time syncing depends on Kintone and Ortto API availability.
- Complex data transformations might require JavaScript knowledge.
- Large data volumes may impact workflow execution time.
