Ortto and Converter Integration

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Automatically enrich Ortto profiles with converted file data from Converter. Latenode’s visual editor and affordable execution pricing make building and scaling data-driven marketing automations easier than ever, even with custom logic.

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Ortto

Converter

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ortto and Converter

Create a New Scenario to Connect Ortto and Converter

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

Run node once

Add the Converter Node

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

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Converter

Authenticate Converter

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

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Converter

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Connect Converter

Sign In

Run node once

Configure the Ortto and Converter 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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Converter Oauth 2.0

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Select an action *

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The action ID

Run node once

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

Ortto + Google Sheets: When a new activity event is triggered in Ortto, the details are added to a Google Sheet for campaign performance tracking and analysis.

Converter + Ortto + Slack: When a new activity event occurs in Ortto, the information will trigger a conversion and the data about the conversion is then sent to the sales team via a Slack message.

Ortto and Converter 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 Converter

Need to standardize file formats? Integrate Converter in Latenode to automatically transform documents as part of any workflow. Convert PDFs to text, images to vector graphics, and more. Automate data entry, content repurposing, or reporting pipelines with no-code ease and JavaScript customization. Stop juggling formats manually.

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FAQ Ortto and Converter

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

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

Can I trigger Ortto campaigns from new Converter leads?

Yes, using Latenode's visual editor, you can easily trigger Ortto campaigns when new leads are captured in Converter, boosting engagement and personalizing the customer journey.

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

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

  • Automatically adding Converter leads to Ortto as new contacts.
  • Updating contact properties in Ortto when a lead changes status in Converter.
  • Triggering personalized email sequences in Ortto based on Converter data.
  • Creating or updating Converter leads from Ortto segment activity.
  • Syncing custom fields between Ortto contacts and Converter leads.

Does Latenode support custom Ortto event tracking?

Yes, Latenode allows you to send custom events to Ortto using JavaScript blocks, enabling advanced behavior-based segmentation and reporting.

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

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

  • Complex data transformations may require custom JavaScript.
  • Real-time synchronization depends on API rate limits.
  • Historical data migration requires a separate workflow.

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