Ortto and Basin Integration

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Sync Ortto contacts with Basin form submissions, triggering personalized journeys with real-time data. Latenode's visual editor simplifies complex logic, while affordable pricing lets you scale customer engagement without breaking the bank.

Swap Apps

Ortto

Basin

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ortto and Basin

Create a New Scenario to Connect Ortto and Basin

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

Add the Ortto Node

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

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Ortto

Configure the Ortto

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

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Connect Ortto

Sign In
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Run node once

Add the Basin Node

Next, click the plus (+) icon on the Ortto node, select Basin from the list of available apps, and choose the action you need from the list of nodes within Basin.

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Authenticate Basin

Now, click the Basin node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Basin settings. Authentication allows you to use Basin through Latenode.

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Connect Basin

Sign In
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Run node once

Configure the Ortto and Basin 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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Run node once

Set Up the Ortto and Basin 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 Ortto, Basin, 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 Ortto and Basin integration works as expected. Depending on your setup, data should flow between Ortto and Basin (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Ortto and Basin

Basin + Ortto + Slack: When a new form submission is received in Basin, it triggers the creation or update of a person's profile in Ortto. Subsequently, a notification is sent to the sales team in Slack to inform them about the new submission.

Basin + Ortto + Google Sheets: Upon receiving a new form submission in Basin, the contact profiles in Ortto are updated. In addition, the submission data is logged in Google Sheets for reporting purposes.

Ortto and Basin integration alternatives

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.

About Basin

Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.

See how Latenode works

FAQ Ortto and Basin

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

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

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

Can I qualify leads from Basin forms in Ortto?

Yes, use Latenode to automatically qualify leads from Basin forms in Ortto. Benefit: Streamline lead scoring based on form data, saving time & improving marketing ROI.

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

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

  • Create Ortto contacts from new Basin form submissions.
  • Update Ortto contact properties based on Basin data.
  • Trigger Ortto campaigns when a Basin form is submitted.
  • Send data from Ortto to Basin for personalized forms.
  • Automatically segment Ortto contacts using Basin data.

How secure is Ortto data when using Latenode integration?

Latenode employs robust security measures. Data is encrypted in transit and at rest, ensuring the privacy of your Ortto information.

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

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

  • Complex data transformations may require JavaScript coding.
  • High-volume data transfers can affect workflow execution time.
  • Some advanced Ortto or Basin features may not be directly supported.

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