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How to connect Ortto and Docparser
Create a New Scenario to Connect Ortto and Docparser
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 Docparser will be your first step. To do this, click "Choose an app," find Ortto or Docparser, 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 Docparser Node
Next, click the plus (+) icon on the Ortto node, select Docparser from the list of available apps, and choose the action you need from the list of nodes within Docparser.
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Authenticate Docparser
Now, click the Docparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docparser settings. Authentication allows you to use Docparser through Latenode.
Configure the Ortto and Docparser 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 Docparser 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, Docparser, 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 Docparser integration works as expected. Depending on your setup, data should flow between Ortto and Docparser (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 Docparser
Docparser + Ortto + Google Sheets: When Docparser parses a document, the data is used to update or create a person profile in Ortto. The document status and relevant data are then tracked in a Google Sheet.
Docparser + Ortto + Slack: When Docparser extracts invoice data, it updates customer profiles in Ortto. Slack then sends a notification to the finance team with key invoice details.
Ortto and Docparser 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 Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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FAQ Ortto and Docparser
How can I connect my Ortto account to Docparser using Latenode?
To connect your Ortto account to Docparser 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 Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Ortto profiles from parsed invoices?
Yes, with Latenode! Automatically update Ortto profiles using data extracted from Docparser, ensuring your customer data is always current, without manual entry—saving time and improving accuracy.
What types of tasks can I perform by integrating Ortto with Docparser?
Integrating Ortto with Docparser allows you to perform various tasks, including:
- Automatically add new Ortto contacts from parsed application forms.
- Update Ortto customer profiles with data extracted from invoices.
- Trigger personalized Ortto campaigns based on parsed document content.
- Segment Ortto audiences using insights derived from Docparser data.
- Send Ortto notifications for specific document processing events.
What Ortto data can I access within Latenode workflows?
You can access customer profiles, events, segments, and campaign data directly within Latenode, enabling personalized automation based on your Ortto information.
Are there any limitations to the Ortto and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document layouts may require advanced Docparser configuration.
- Real-time updates depend on the frequency of your Latenode workflow execution.
- Large data volumes might impact processing time on lower-tier plans.
