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How to connect Ortto and Confluence
Create a New Scenario to Connect Ortto and Confluence
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 Confluence will be your first step. To do this, click "Choose an app," find Ortto or Confluence, 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 Confluence Node
Next, click the plus (+) icon on the Ortto node, select Confluence from the list of available apps, and choose the action you need from the list of nodes within Confluence.
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Authenticate Confluence
Now, click the Confluence node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Confluence settings. Authentication allows you to use Confluence through Latenode.
Configure the Ortto and Confluence 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 Confluence 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 Ortto, Confluence, 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 Confluence integration works as expected. Depending on your setup, data should flow between Ortto and Confluence (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 Confluence
Ortto + Confluence + Slack: When a new lead reaches a scoring threshold (captured via a new activity event in Ortto), a new page is created in Confluence to document the lead's information. A message is then sent to a Slack channel to notify the team about the new lead and the Confluence page.
Confluence + Jira + Ortto: When a Confluence page is updated and tagged with 'bug', a new Jira issue is created to track the bug. The user's profile in Ortto is then updated to reflect their reported bug.
Ortto and Confluence 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 Confluence
Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.
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See how Latenode works
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FAQ Ortto and Confluence
How can I connect my Ortto account to Confluence using Latenode?
To connect your Ortto account to Confluence 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 Confluence accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically document new Ortto campaigns in Confluence?
Yes, you can! Latenode's visual editor makes it easy to trigger Confluence page creation when a new Ortto campaign launches, keeping documentation current and saving valuable time.
What types of tasks can I perform by integrating Ortto with Confluence?
Integrating Ortto with Confluence allows you to perform various tasks, including:
- Automatically create Confluence pages from new Ortto marketing campaign data.
- Update Confluence documentation when Ortto customer segments are modified.
- Post Ortto campaign performance reports directly to Confluence spaces.
- Generate Confluence articles from Ortto customer feedback surveys.
- Sync Ortto knowledge base articles with Confluence for internal access.
Can I use JavaScript to enhance the Ortto Confluence integration?
Yes! Latenode allows you to use JavaScript code blocks to implement advanced data transformations and custom logic, extending the integration beyond simple data transfer.
Are there any limitations to the Ortto and Confluence integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Initial setup requires authentication and granting permissions to both apps.
- Rate limits of the Ortto and Confluence APIs still apply.
