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How to connect Ortto and GoCanvas
Create a New Scenario to Connect Ortto and GoCanvas
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 GoCanvas will be your first step. To do this, click "Choose an app," find Ortto or GoCanvas, 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 GoCanvas Node
Next, click the plus (+) icon on the Ortto node, select GoCanvas from the list of available apps, and choose the action you need from the list of nodes within GoCanvas.
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Authenticate GoCanvas
Now, click the GoCanvas node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your GoCanvas settings. Authentication allows you to use GoCanvas through Latenode.
Configure the Ortto and GoCanvas 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 GoCanvas 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, GoCanvas, 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 GoCanvas integration works as expected. Depending on your setup, data should flow between Ortto and GoCanvas (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 GoCanvas
GoCanvas + Ortto + Slack: When a new submission is received in GoCanvas, the automation updates the corresponding contact data in Ortto. A summary of the GoCanvas submission is then sent to a designated Slack channel.
GoCanvas + Ortto + Google Sheets: Upon receiving a new submission in GoCanvas, the data is logged as a new row in Google Sheets. This data is then used to update the segments or user information in Ortto.
Ortto and GoCanvas 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 GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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FAQ Ortto and GoCanvas
How can I connect my Ortto account to GoCanvas using Latenode?
To connect your Ortto account to GoCanvas 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 GoCanvas accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Ortto contacts from GoCanvas form submissions?
Yes, with Latenode, trigger Ortto contact updates when GoCanvas forms are submitted. Ensure your marketing data is always current, boosting campaign relevance and personalization.
What types of tasks can I perform by integrating Ortto with GoCanvas?
Integrating Ortto with GoCanvas allows you to perform various tasks, including:
- Create Ortto contacts from new GoCanvas form submissions automatically.
- Update Ortto contact fields based on GoCanvas data entries in real-time.
- Trigger personalized Ortto email sequences after specific GoCanvas actions.
- Generate reports combining Ortto analytics and GoCanvas submission details.
- Send SMS notifications via Ortto when a GoCanvas form is completed.
How does Latenode handle data transformation between Ortto and GoCanvas?
Latenode offers powerful data mapping and transformation. Easily convert GoCanvas data to Ortto-compatible formats using no-code blocks or custom JavaScript.
Are there any limitations to the Ortto and GoCanvas integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require some JavaScript knowledge.
- Large data volumes can impact workflow execution time if not optimized.
- Real-time updates depend on the polling interval and API rate limits.
