Moxie and Ortto Integration

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Enrich Ortto profiles with Moxie interaction data, creating hyper-targeted segments for personalized campaigns. Latenode's visual editor and affordable pricing make complex customer journeys easy to automate and scale.

Swap Apps

Moxie

Ortto

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Moxie and Ortto

Create a New Scenario to Connect Moxie and Ortto

In the workspace, click the β€œCreate 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Ortto will be your first step. To do this, click "Choose an app," find Moxie or Ortto, and select the appropriate trigger to start the scenario.

Add the Moxie Node

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

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Moxie

Configure the Moxie

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

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Connect Moxie

Sign In
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Run node once

Add the Ortto Node

Next, click the plus (+) icon on the Moxie 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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Connect Ortto

Sign In
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Run node once

Configure the Moxie 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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Connect Ortto

Ortto Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Moxie 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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Save and Activate the Scenario

After configuring Moxie, 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 β€œRun once” and triggering an event to check if the Moxie and Ortto integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and Ortto

Moxie + Ortto + Slack: When a deal is closed in Moxie, the integration creates or updates a person in Ortto and sends a notification to a Slack channel.

Ortto + Moxie + Google Sheets: When a person is created or updated in Ortto, the integration searches for the corresponding client in Moxie and then updates a row in Google Sheets with the client's deal stage.

Moxie and Ortto integration alternatives

About Moxie

Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently 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 Moxie and Ortto

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

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

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

Can I update Ortto contacts based on Moxie chat data?

Yes, you can! Latenode lets you automate contact updates, ensuring Ortto data mirrors Moxie interactions. Enhance customer profiles and personalize outreach effortlessly.

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

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

  • Automatically adding new Moxie users as contacts in Ortto.
  • Triggering personalized email campaigns in Ortto from Moxie chat events.
  • Updating Ortto contact properties based on Moxie support interactions.
  • Segmenting Ortto audiences based on Moxie chat engagement metrics.
  • Sending internal notifications on Slack when a new high-priority Moxie chat starts.

How secure is connecting Moxie to Ortto through Latenode workflows?

Latenode uses advanced encryption protocols, ensuring your Moxie and Ortto data remains secure during every workflow execution. Your privacy is our priority.

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

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

  • Historical data migration from Moxie to Ortto might require custom scripting.
  • Complex data transformations may necessitate JavaScript code blocks.
  • Rate limits apply based on your Moxie and Ortto subscription tiers.

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