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How to connect Ortto and Circle
Create a New Scenario to Connect Ortto and Circle
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 Ortto, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ortto or Circle will be your first step. To do this, click "Choose an app," find Ortto or Circle, 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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Add the Circle Node
Next, click the plus (+) icon on the Ortto node, select Circle from the list of available apps, and choose the action you need from the list of nodes within Circle.
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Authenticate Circle
Now, click the Circle node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Circle settings. Authentication allows you to use Circle through Latenode.
Configure the Ortto and Circle 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 Ortto and Circle 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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Circle
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Ortto, Circle, 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 Ortto and Circle integration works as expected. Depending on your setup, data should flow between Ortto and Circle (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 Circle
Circle + Ortto + Slack: When a new member joins a specific Circle group, their information is used to create or update a person's profile in Ortto. Then, a welcome message is sent to the new member via Slack.
Circle + Ortto + Google Sheets: When new members join a Circle community, their information is added to Ortto to create or update a person. Their details are then added as a new row to a Google Sheet for tracking and analysis.
Ortto and Circle 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.
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About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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See how Latenode works
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FAQ Ortto and Circle
How can I connect my Ortto account to Circle using Latenode?
To connect your Ortto account to Circle 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 Circle accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enroll Ortto contacts into Circle communities?
Yes, you can! Latenode allows automated enrollment. Triggered by Ortto events, new contacts are seamlessly added to Circle, enhancing community engagement without manual work.
What types of tasks can I perform by integrating Ortto with Circle?
Integrating Ortto with Circle allows you to perform various tasks, including:
- Create Circle community posts from new Ortto campaign announcements.
- Tag Ortto contacts based on their activity within a Circle community.
- Send personalized Ortto emails when a user joins a specific Circle group.
- Update Ortto contact properties when a Circle user updates their profile.
- Trigger Ortto journeys based on Circle community engagement levels.
How secure is my Ortto data when using Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, to protect your Ortto data throughout the integration process.
Are there any limitations to the Ortto and Circle integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time data synchronization depends on the API rate limits of both platforms.
- Historical data migration between Ortto and Circle is not directly supported.
