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How to connect Notion and Ortto
Create a New Scenario to Connect Notion 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 Notion, triggered by another scenario, or executed manually (for testing purposes). In most cases, Notion or Ortto will be your first step. To do this, click "Choose an app," find Notion or Ortto, and select the appropriate trigger to start the scenario.
Add the Notion Node
Select the Notion node from the app selection panel on the right.
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Add the Ortto Node
Next, click the plus (+) icon on the Notion 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 Notion 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 Notion 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 Notion, 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 Notion and Ortto integration works as expected. Depending on your setup, data should flow between Notion 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 Notion and Ortto
Notion + Ortto + Slack: When a new page is added to a Notion database of leads, the automation creates or updates the corresponding person in Ortto. Finally, a message is sent to a Slack channel to notify the sales team of the new lead.
Ortto + Google Sheets + Notion: When a new activity event is triggered in Ortto related to campaign performance, the automation adds a new row to a Google Sheet for tracking. Then, the information is also synced to a Notion database for analysis and reporting.
Notion and Ortto integration alternatives
About Notion
Sync Notion databases with other apps via Latenode. Update records automatically based on triggers from your CRM, calendar, or payment systems. Create custom workflows to manage content, tasks, and project data. Automate updates across multiple platforms for streamlined processes and consistent information.
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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 Notion and Ortto
How can I connect my Notion account to Ortto using Latenode?
To connect your Notion account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Notion and click on "Connect".
- Authenticate your Notion and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ortto campaigns from new Notion database entries?
Yes, you can! Latenode lets you instantly trigger Ortto campaigns when new entries are added to a Notion database, automating customer journeys and personalized communication.
What types of tasks can I perform by integrating Notion with Ortto?
Integrating Notion with Ortto allows you to perform various tasks, including:
- Automatically adding new Notion contacts to Ortto.
- Updating Ortto contacts based on changes in Notion.
- Creating new Ortto campaigns from Notion database content.
- Triggering Ortto events when a Notion task is completed.
- Syncing customer feedback from Ortto to a Notion database.
How easy is it to filter Notion data before sending it to Ortto?
Latenode provides intuitive filtering options. Use no-code blocks or JavaScript to refine data before it reaches Ortto, ensuring only relevant info is synced.
Are there any limitations to the Notion and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates may depend on Notion's API rate limits.
- Complex data transformations might require JavaScript knowledge.
- Initial setup requires understanding of both Notion and Ortto APIs.
