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How to connect Monday and Ortto
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Ortto will be your first step. To do this, click "Choose an app," find Monday or Ortto, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Ortto Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Ortto integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Ortto
Monday + Ortto + Slack: When a new item is created in Monday, indicating a new project, the client's information is added or updated in Ortto. Subsequently, a welcome message is sent to the client via Slack.
Ortto + Monday + Zoom: When a lead becomes a customer in Ortto, a task is created in Monday to schedule an onboarding call. After the task is created, a Zoom meeting is created to schedule the call.
Monday and Ortto integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Ortto
How can I connect my Monday account to Ortto using Latenode?
To connect your Monday account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ortto journeys from new Monday items?
Yes, you can! Latenode allows triggering Ortto journeys when new items are created in Monday, enabling automated and personalized customer engagement. Leverage Latenode's no-code blocks for advanced filtering.
What types of tasks can I perform by integrating Monday with Ortto?
Integrating Monday with Ortto allows you to perform various tasks, including:
- Automatically adding new Monday contacts to Ortto as new leads.
- Updating Ortto contact properties when a status changes in Monday.
- Triggering Ortto email campaigns when tasks are completed in Monday.
- Creating Monday items from Ortto form submissions automatically.
- Segmenting Ortto audiences based on Monday project progress.
How do I handle errors between Monday and Ortto on Latenode?
Latenode provides robust error handling. Use built-in error-handling blocks and logging to identify and resolve issues, ensuring smooth Monday and Ortto automation.
Are there any limitations to the Monday and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits on the Monday and Ortto APIs may impact high-volume workflows.
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization is not guaranteed due to API polling intervals.
