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How to connect Ortto and Encharge
Create a New Scenario to Connect Ortto and Encharge
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 Encharge will be your first step. To do this, click "Choose an app," find Ortto or Encharge, 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 Encharge Node
Next, click the plus (+) icon on the Ortto node, select Encharge from the list of available apps, and choose the action you need from the list of nodes within Encharge.
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Encharge
Authenticate Encharge
Now, click the Encharge node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Encharge settings. Authentication allows you to use Encharge through Latenode.
Configure the Ortto and Encharge 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 Encharge 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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Encharge
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Trigger on Webhook
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Ortto
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Webhook response
Save and Activate the Scenario
After configuring Ortto, Encharge, 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 Encharge integration works as expected. Depending on your setup, data should flow between Ortto and Encharge (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 Encharge
Ortto + Encharge + Slack: When a new person is created in Ortto, their details are synced to Encharge. A notification is then sent to a designated Slack channel to alert the sales team about the new lead.
Ortto + Encharge + Google Sheets: When a person is updated in Ortto, their information is updated in Encharge, and the changes are recorded in a Google Sheet for tracking and analysis.
Ortto and Encharge 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 Encharge
Use Encharge in Latenode to automate personalized marketing. Build workflows that segment leads, trigger email sequences, and update customer profiles based on real-time behavior. Connect Encharge to any data source and use Latenode’s no-code tools or JavaScript to orchestrate sophisticated, event-driven campaigns without complex coding.
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See how Latenode works
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FAQ Ortto and Encharge
How can I connect my Ortto account to Encharge using Latenode?
To connect your Ortto account to Encharge 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 Encharge accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Ortto leads to Encharge?
Yes, you can! Latenode's visual editor makes it simple to automatically sync new Ortto leads to Encharge. This ensures consistent contact data across both platforms, boosting marketing efficiency.
What types of tasks can I perform by integrating Ortto with Encharge?
Integrating Ortto with Encharge allows you to perform various tasks, including:
- Create or update Encharge users from new Ortto form submissions.
- Trigger Ortto campaigns based on Encharge user activity.
- Segment users in Ortto based on Encharge tags or custom fields.
- Enrich Ortto profiles with data from Encharge user properties.
- Automatically unsubscribe users in Ortto who unsubscribe in Encharge.
Can I use JavaScript to transform data between Ortto and Encharge?
Yes! Latenode lets you use JavaScript code blocks to customize data transformations, offering unmatched control over your Ortto and Encharge data flows.
Are there any limitations to the Ortto and Encharge integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time syncing depends on API availability of both platforms.
- Historical data migration requires careful planning and execution.
