How to connect Ortto and Google docs
Create a New Scenario to Connect Ortto and Google docs
In the workspace, click the βCreate New Scenarioβ button.

Add the First Step
Add the first node β 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 Google docs will be your first step. To do this, click "Choose an app," find Ortto or Google docs, 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 Google docs Node
Next, click the plus (+) icon on the Ortto node, select Google docs from the list of available apps, and choose the action you need from the list of nodes within Google docs.

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Authenticate Google docs
Now, click the Google docs node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google docs settings. Authentication allows you to use Google docs through Latenode.
Configure the Ortto and Google docs 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 Google docs 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 donβt 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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Webhook response

Save and Activate the Scenario
After configuring Ortto, Google docs, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Ortto and Google docs integration works as expected. Depending on your setup, data should flow between Ortto and Google docs (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 Google docs
Ortto + Google Docs + Slack: When a new lead is registered in Ortto, a new Google Docs document is created using lead data. A notification is then sent to a designated Slack channel to inform the sales team about the new document.
Google Docs + Ortto + Google Sheets: When a document is created in Google Docs, its content updates are analyzed, and a custom activity event is created in Ortto to update the customer profile. The event is also logged as a new row in a Google Sheet.
Ortto and Google docs 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 Google docs
Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.
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FAQ Ortto and Google docs
How can I connect my Ortto account to Google docs using Latenode?
To connect your Ortto account to Google docs 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 Google docs accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Google Docs when new Ortto leads appear?
Yes, you can! Latenode enables real-time updates, triggering document modifications based on new Ortto lead data. Benefit from automated reporting and personalized document generation.
What types of tasks can I perform by integrating Ortto with Google docs?
Integrating Ortto with Google docs allows you to perform various tasks, including:
- Creating personalized documents for new Ortto leads automatically.
- Updating Google Sheets with Ortto contact activity data in real time.
- Generating reports in Google Docs based on Ortto campaign performance.
- Populating document templates with customer data from Ortto segments.
- Archiving Ortto marketing materials to Google Drive for compliance.
HowdoIscaleOrttoGoogleDocsintegrationswithLatenode?
Latenode's architecture allows seamless scaling. Handle large volumes of data using no-code tools, AI, and custom JavaScript blocks for complex logic.
Are there any limitations to the Ortto and Google docs integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting in Google Docs may require advanced scripting.
- Real-time updates depend on the API request limits of both Ortto and Google.
- Large data transfers may impact workflow execution time.