Ortto and Brilliant Directories Integration

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Automatically enrich Ortto profiles with Brilliant Directories data, creating highly personalized marketing campaigns. Latenode's low-code environment and affordable execution pricing make this integration efficient and scalable.

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Ortto

Brilliant Directories

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ortto and Brilliant Directories

Create a New Scenario to Connect Ortto and Brilliant Directories

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 Brilliant Directories will be your first step. To do this, click "Choose an app," find Ortto or Brilliant Directories, 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

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Run node once

Add the Brilliant Directories Node

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

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Brilliant Directories

Authenticate Brilliant Directories

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

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Configure the Ortto and Brilliant Directories 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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Brilliant Directories Oauth 2.0

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Run node once

Set Up the Ortto and Brilliant Directories 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, Brilliant Directories, 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 Brilliant Directories integration works as expected. Depending on your setup, data should flow between Ortto and Brilliant Directories (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 Brilliant Directories

Brilliant Directories + Ortto + Slack: When a new user signs up in Brilliant Directories, their information is used to create or update a person in Ortto, triggering personalized welcome messages. Simultaneously, a notification is sent to a designated Slack channel to alert the admin team of the new signup.

Brilliant Directories + Google Sheets + Ortto: When a new member registers on Brilliant Directories, their data is captured and added as a new row in Google Sheets. This new row addition triggers a targeted campaign in Ortto based on the captured data.

Ortto and Brilliant Directories 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 Brilliant Directories

Orchestrate Brilliant Directories data within Latenode to automate member management and content workflows. Sync directory listings with CRMs, trigger email sequences based on membership changes, or automate content moderation. Extend directory features with Latenode's AI tools and custom JavaScript actions.

See how Latenode works

FAQ Ortto and Brilliant Directories

How can I connect my Ortto account to Brilliant Directories using Latenode?

To connect your Ortto account to Brilliant Directories 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 Brilliant Directories accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger Ortto campaigns from new BD directory listings?

Yes, you can! Latenode enables real-time triggers for personalized campaigns. Automatically enroll new Brilliant Directories members into Ortto sequences, boosting engagement.

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

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

  • Automatically adding new BD members to Ortto as contacts.
  • Triggering personalized Ortto campaigns upon directory listing creation.
  • Updating contact information in Ortto based on BD profile updates.
  • Segmenting Ortto contacts based on their BD membership level.
  • Sending transactional emails via Ortto for BD membership renewals.

How do I use JavaScript with Ortto and Brilliant Directories?

Latenode allows custom JavaScript code to extend Ortto and Brilliant Directories integrations, enabling advanced data transformations and custom logic.

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

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

  • Real-time data synchronization depends on the APIs' update frequency.
  • Complex data transformations may require JavaScript knowledge.
  • Large-scale data imports may be subject to API rate limits.

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