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How to connect Moco and Ortto
Create a New Scenario to Connect Moco 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 Moco, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moco or Ortto will be your first step. To do this, click "Choose an app," find Moco or Ortto, and select the appropriate trigger to start the scenario.
Add the Moco Node
Select the Moco node from the app selection panel on the right.
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Add the Ortto Node
Next, click the plus (+) icon on the Moco 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 Moco 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 Moco 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 Moco, 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 Moco and Ortto integration works as expected. Depending on your setup, data should flow between Moco 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 Moco and Ortto
Moco + Ortto + Slack: When a project is completed in Moco (detected via event watching), this automation updates the customer data in Ortto. Finally, a notification is sent to a Slack channel to inform the team about the completed project.
Ortto + Moco + Google Sheets: When a new lead is captured in Ortto, this automation creates a corresponding client project in Moco and logs the lead information, as well as the project details, in a Google Sheet for tracking and reporting.
Moco and Ortto integration alternatives
About Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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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 Moco and Ortto
How can I connect my Moco account to Ortto using Latenode?
To connect your Moco account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moco and click on "Connect".
- Authenticate your Moco and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ortto campaigns from new Moco project creations?
Yes, you can! With Latenode, automatically trigger targeted Ortto campaigns when new projects are created in Moco. This ensures timely and relevant communication, improving engagement.
What types of tasks can I perform by integrating Moco with Ortto?
Integrating Moco with Ortto allows you to perform various tasks, including:
- Create Ortto contacts from new Moco customers automatically.
- Update Ortto contact properties based on Moco project updates.
- Trigger Ortto journeys when a Moco project reaches a specific stage.
- Send internal notifications via Ortto when Moco time tracking exceeds budget.
- Segment Ortto audiences based on Moco project types or industries.
How do I handle errors between Moco and Ortto in Latenode?
Latenode's error handling provides detailed logs and allows you to set up automated alerts or trigger fallback workflows for seamless automation.
Are there any limitations to the Moco and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of Moco and Ortto.
- Historical data migration between Moco and Ortto is not directly supported.
