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How to connect Ortto and Formsite
Create a New Scenario to Connect Ortto and Formsite
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 Formsite will be your first step. To do this, click "Choose an app," find Ortto or Formsite, 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 Formsite Node
Next, click the plus (+) icon on the Ortto node, select Formsite from the list of available apps, and choose the action you need from the list of nodes within Formsite.
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Authenticate Formsite
Now, click the Formsite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formsite settings. Authentication allows you to use Formsite through Latenode.
Configure the Ortto and Formsite 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 Formsite 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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Formsite
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Ortto, Formsite, 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 Formsite integration works as expected. Depending on your setup, data should flow between Ortto and Formsite (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 Formsite
Formsite + Ortto + Slack: When a new form result is submitted in Formsite, the automation creates or updates a person in Ortto and sends a message to a Slack channel summarizing the form submission details.
Ortto + Formsite + Google Sheets: When a new activity event occurs in Ortto, pre-fill a Formsite survey, and log the survey results in Google Sheets upon submission.
Ortto and Formsite 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 Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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FAQ Ortto and Formsite
How can I connect my Ortto account to Formsite using Latenode?
To connect your Ortto account to Formsite 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 Formsite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ortto campaigns from Formsite submissions?
Yes, you can! Latenode's visual builder makes it easy to trigger personalized Ortto campaigns when new forms are submitted in Formsite. Boost engagement and convert leads faster.
What types of tasks can I perform by integrating Ortto with Formsite?
Integrating Ortto with Formsite allows you to perform various tasks, including:
- Adding new Formsite respondents as contacts in Ortto.
- Updating contact details in Ortto based on Formsite submissions.
- Triggering Ortto journeys when specific forms are completed.
- Segmenting Ortto audiences based on Formsite response data.
- Sending personalized follow-up emails via Ortto after form submission.
How can I use Ortto’s customer data within Formsite forms?
Use Latenode’s data mapping to pre-populate Formsite fields with Ortto customer data. Improve form completion rates and gather richer data.
Are there any limitations to the Ortto and Formsite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic in Formsite may require custom JavaScript.
- The number of fields that can be mapped is limited by the API.
- Real-time synchronization depends on the API rate limits of both platforms.
