LiveChat and Ortto Integration

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Automatically add new LiveChat leads into Ortto as contacts and trigger personalized email campaigns. Latenode's visual editor makes custom logic easy, and you only pay for execution time.

Swap Apps

LiveChat

Ortto

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect LiveChat and Ortto

Create a New Scenario to Connect LiveChat and Ortto

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Ortto will be your first step. To do this, click "Choose an app," find LiveChat or Ortto, and select the appropriate trigger to start the scenario.

Add the LiveChat Node

Select the LiveChat node from the app selection panel on the right.

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LiveChat

Configure the LiveChat

Click on the LiveChat node to configure it. You can modify the LiveChat URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect LiveChat

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Run node once

Add the Ortto Node

Next, click the plus (+) icon on the LiveChat 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.

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Ortto

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Configure the LiveChat 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.

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Run node once

Set Up the LiveChat 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 donโ€™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 LiveChat, Ortto, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the LiveChat and Ortto integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and Ortto

LiveChat + Ortto + Google Sheets: When a new chat starts in LiveChat, create or update a person in Ortto. Then, add a row to a Google Sheet to track the conversation.

Ortto + LiveChat + Slack: When a new activity event is triggered in Ortto, check if that activity is from a high-value lead. If so, send a message to a Slack channel alerting the sales team that a high-value lead has started a LiveChat conversation.

LiveChat and Ortto integration alternatives

About LiveChat

Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context โ€“ all visually, and without code.

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.

See how Latenode works

FAQ LiveChat and Ortto

How can I connect my LiveChat account to Ortto using Latenode?

To connect your LiveChat account to Ortto on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select LiveChat and click on "Connect".
  • Authenticate your LiveChat and Ortto accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically qualify leads from LiveChat in Ortto?

Yes, you can! Latenode's visual editor allows you to easily create workflows that automatically qualify leads from LiveChat and update their profiles in Ortto, saving your sales team valuable time.

What types of tasks can I perform by integrating LiveChat with Ortto?

Integrating LiveChat with Ortto allows you to perform various tasks, including:

  • Add new LiveChat users as contacts in Ortto.
  • Update Ortto contact properties based on LiveChat activity.
  • Trigger personalized Ortto campaigns from LiveChat events.
  • Send LiveChat transcripts to Ortto for analysis.
  • Create Ortto tasks based on LiveChat support requests.

How can I trigger LiveChat automations based on Ortto events?

Use Latenode to watch for Ortto events (e.g., new lead, purchase) and instantly trigger customized LiveChat messages, improving customer engagement.

Are there any limitations to the LiveChat and Ortto integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data sync depends on API availability.
  • Complex data transformations may require JavaScript.
  • Historical data migration might need custom scripting.

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