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How to connect Missive and Ortto
Create a New Scenario to Connect Missive 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 Missive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Missive or Ortto will be your first step. To do this, click "Choose an app," find Missive or Ortto, and select the appropriate trigger to start the scenario.
Add the Missive Node
Select the Missive node from the app selection panel on the right.
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Add the Ortto Node
Next, click the plus (+) icon on the Missive 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 Missive 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 Missive 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 Missive, 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 Missive and Ortto integration works as expected. Depending on your setup, data should flow between Missive 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 Missive and Ortto
Ortto + Missive + Slack: When a new lead is created in Ortto, a new conversation is started in Missive, and a notification is sent to a Slack channel to alert the sales team.
Missive + Ortto + Google Sheets: When a new contact is created in Missive, it is created or updated in Ortto, and then a row is added to a Google Sheet to track the contact's information.
Missive and Ortto integration alternatives
About Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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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 Missive and Ortto
How can I connect my Missive account to Ortto using Latenode?
To connect your Missive account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Missive and click on "Connect".
- Authenticate your Missive and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Ortto profiles from new Missive contacts?
Yes, you can! Latenode allows seamless data transfer, automatically creating or updating Ortto profiles. This ensures consistent customer data and personalized messaging.
What types of tasks can I perform by integrating Missive with Ortto?
Integrating Missive with Ortto allows you to perform various tasks, including:
- Create Ortto events when specific keywords appear in Missive conversations.
- Automatically tag Ortto users based on their Missive interaction history.
- Send personalized Ortto email campaigns triggered by Missive events.
- Update Ortto user properties with data extracted from Missive messages.
- Archive Missive conversations upon Ortto journey completion.
How can I trigger automations based on new Missive messages?
Latenode lets you trigger workflows from new Missive messages using webhooks. Filter messages by sender, content, and more for precise automation.
Are there any limitations to the Missive 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.
- Real-time syncing depends on Missive's API rate limits.
- Historical Missive data import may require custom scripting.
