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How to connect Microsoft To Do and Ortto
Create a New Scenario to Connect Microsoft To Do 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 Microsoft To Do, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft To Do or Ortto will be your first step. To do this, click "Choose an app," find Microsoft To Do or Ortto, and select the appropriate trigger to start the scenario.
Add the Microsoft To Do Node
Select the Microsoft To Do node from the app selection panel on the right.
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Configure the Microsoft To Do
Click on the Microsoft To Do node to configure it. You can modify the Microsoft To Do 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 Microsoft To Do 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 Microsoft To Do 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 Microsoft To Do 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 Microsoft To Do, 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 Microsoft To Do and Ortto integration works as expected. Depending on your setup, data should flow between Microsoft To Do 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 Microsoft To Do and Ortto
Microsoft To Do + Ortto + Microsoft Teams: When a task is completed in Microsoft To Do, update the contact's profile in Ortto and notify the team in Microsoft Teams via channel message.
Ortto + Microsoft To Do + Slack: When a new contact is created in Ortto, create a follow-up task in Microsoft To Do and alert the sales team in Slack via channel message.
Microsoft To Do and Ortto integration alternatives
About Microsoft To Do
Automate task management by integrating Microsoft To Do with Latenode. Automatically create tasks from emails, database entries, or other apps. Sync tasks between systems, set reminders based on triggers, and manage projects visually using Latenode's low-code interface. Stop manual updates and build scalable task workflows.
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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 Microsoft To Do and Ortto
How can I connect my Microsoft To Do account to Ortto using Latenode?
To connect your Microsoft To Do account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft To Do and click on "Connect".
- Authenticate your Microsoft To Do and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ortto campaigns from new Microsoft To Do tasks?
Yes, you can! Latenode lets you trigger personalized campaigns in Ortto when new tasks are created in Microsoft To Do, ensuring timely customer engagement. Use no-code or JavaScript for advanced customization.
What types of tasks can I perform by integrating Microsoft To Do with Ortto?
Integrating Microsoft To Do with Ortto allows you to perform various tasks, including:
- Create Ortto tasks from high-priority Microsoft To Do items.
- Update Ortto contact details when tasks are completed in Microsoft To Do.
- Trigger Ortto journeys when specific Microsoft To Do tasks are created.
- Add new Microsoft To Do tasks for leads based on Ortto segment changes.
- Send summary reports to Ortto based on completed Microsoft To Do tasks.
Can I use JavaScript to filter Microsoft To Do tasks in Latenode?
Yes, you can use JavaScript code blocks within Latenode to precisely filter Microsoft To Do tasks based on custom criteria before syncing them with Ortto.
Are there any limitations to the Microsoft To Do and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the API limits of both Microsoft To Do and Ortto.
- Complex data transformations might require JavaScript knowledge.
- Historical data migration between the two platforms may need custom scripting.
