Ortto and Customer.io Integration

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Enrich Ortto with Customer.io data for personalized journeys and targeted campaigns. Latenode's visual editor simplifies the data sync, and affordable execution-based pricing makes scaling automations easier than ever.

Ortto + Customer.io integration

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Swap Apps

Ortto

Customer.io

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ortto and Customer.io

Create a New Scenario to Connect Ortto and Customer.io

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

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

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Customer.io

Authenticate Customer.io

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

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Sign In

Run node once

Configure the Ortto and Customer.io 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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Customer.io 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 Customer.io 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, Customer.io, 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 Customer.io integration works as expected. Depending on your setup, data should flow between Ortto and Customer.io (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 Customer.io

Ortto + Customer.io + Slack: When a person is added to a specific segment in Ortto, their profile is updated or created in Customer.io. A notification is then sent to a designated Slack channel to inform the marketing team of the segment change.

Customer.io + Ortto + Google Sheets: When a new customer is created or updated in Customer.io, their data is synced to Ortto as a new or updated person. Key metrics related to this customer are then recorded in a Google Sheet for reporting purposes.

Ortto and Customer.io 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 Customer.io

Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.

See how Latenode works

FAQ Ortto and Customer.io

How can I connect my Ortto account to Customer.io using Latenode?

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

Can I sync new Ortto contacts to Customer.io lists?

Yes, you can! Latenode's flexible workflows allow syncing new Ortto contacts to Customer.io, ensuring consistent contact data across platforms. Leverage advanced logic to segment and personalize.

What types of tasks can I perform by integrating Ortto with Customer.io?

Integrating Ortto with Customer.io allows you to perform various tasks, including:

  • Create Customer.io profiles from new Ortto form submissions.
  • Update Customer.io segments based on Ortto engagement scores.
  • Trigger Ortto campaigns from Customer.io event triggers.
  • Enrich Ortto profiles with Customer.io customer attributes.
  • Track Ortto campaign performance within Customer.io dashboards.

Can I use JavaScript to transform data between Ortto and Customer.io?

Yes, Latenode lets you use JavaScript code blocks to transform data. This offers maximum flexibility in tailoring the integration between Ortto and Customer.io.

Are there any limitations to the Ortto and Customer.io integration on Latenode?

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

  • Complex data transformations may require JavaScript knowledge.
  • Real-time data synchronization depends on API rate limits.
  • Custom field mappings might need manual configuration.

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