Ortto and ConvertAPI Integration

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Automatically convert Ortto marketing assets to universally compatible PDFs with ConvertAPI, all within Latenode's visual editor. Customize the automation with JavaScript and benefit from scalable, pay-by-execution pricing. Distribute professional documents with ease.

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Ortto

ConvertAPI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ortto and ConvertAPI

Create a New Scenario to Connect Ortto and ConvertAPI

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ 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 ConvertAPI will be your first step. To do this, click "Choose an app," find Ortto or ConvertAPI, 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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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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Add the ConvertAPI Node

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

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Authenticate ConvertAPI

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

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Configure the Ortto and ConvertAPI 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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Set Up the Ortto and ConvertAPI 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 donโ€™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, ConvertAPI, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the Ortto and ConvertAPI integration works as expected. Depending on your setup, data should flow between Ortto and ConvertAPI (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 ConvertAPI

Ortto + ConvertAPI + Google Sheets: When a new activity event occurs in Ortto, a report is generated via ConvertAPI. The URL of the converted PDF report is then added as a new row to a Google Sheet for archiving and analysis.

ConvertAPI + Ortto + Slack: When ConvertAPI processes a file, the flow updates the user profile in Ortto with information about the conversion, and sends a Slack notification to a specified channel to inform users about the event.

Ortto and ConvertAPI 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 ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

Ortto + ConvertAPI integration

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FAQ Ortto and ConvertAPI

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

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

Can I personalize Ortto emails with ConvertAPI-generated PDFs?

Yes, you can! Latenode allows seamless data transfer. Automatically create tailored PDF reports via ConvertAPI, then send them via Ortto to enhance engagement.

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

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

  • Automatically converting new Ortto leads' data into personalized PDF brochures.
  • Generating reports from Ortto analytics and emailing them via ConvertAPI.
  • Creating unique watermarks on documents based on Ortto user segments.
  • Converting Ortto form submissions into archival-quality PDF/A documents.
  • Triggering document conversions in ConvertAPI based on Ortto campaign events.

Can I use JavaScript to manipulate Ortto data before conversion?

Yes! Latenode allows custom JavaScript code. Transform your Ortto data to ensure accurate and perfect document conversions every time.

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

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

  • Complex document formatting in ConvertAPI may require advanced configuration.
  • The number of ConvertAPI conversions depends on your ConvertAPI subscription.
  • Real-time data updates between Ortto and ConvertAPI are subject to API rate limits.

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