How to connect Ortto and Microsoft SQL Server
Create a New Scenario to Connect Ortto and Microsoft SQL Server
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 Microsoft SQL Server will be your first step. To do this, click "Choose an app," find Ortto or Microsoft SQL Server, 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.

Ortto
Add the Microsoft SQL Server Node
Next, click the plus (+) icon on the Ortto node, select Microsoft SQL Server from the list of available apps, and choose the action you need from the list of nodes within Microsoft SQL Server.

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Authenticate Microsoft SQL Server
Now, click the Microsoft SQL Server node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft SQL Server settings. Authentication allows you to use Microsoft SQL Server through Latenode.
Configure the Ortto and Microsoft SQL Server 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 Microsoft SQL Server 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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Save and Activate the Scenario
After configuring Ortto, Microsoft SQL Server, 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 Microsoft SQL Server integration works as expected. Depending on your setup, data should flow between Ortto and Microsoft SQL Server (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 Microsoft SQL Server
Ortto + Microsoft SQL Server + Slack: When a new qualified lead is identified in Ortto, the lead's information is added as a new row in a Microsoft SQL Server database, and a notification is sent to a designated sales channel in Slack to alert the team.
Microsoft SQL Server + Ortto + Google Sheets: When a new or updated row is detected in a Microsoft SQL Server database, customer profiles in Ortto are updated. Simultaneously, the updated data is synced to a Google Sheet for reporting purposes.
Ortto and Microsoft SQL Server 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 Microsoft SQL Server
Use Microsoft SQL Server in Latenode to automate database tasks. Directly query, update, or insert data in response to triggers. Sync SQL data with other apps; simplify data pipelines for reporting and analytics. Build automated workflows without complex coding to manage databases efficiently and scale operations.
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FAQ Ortto and Microsoft SQL Server
How can I connect my Ortto account to Microsoft SQL Server using Latenode?
To connect your Ortto account to Microsoft SQL Server 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 Microsoft SQL Server accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Ortto contacts from SQL database changes?
Yes, you can! Latenode allows real-time syncing. When a record changes in SQL, instantly update the corresponding contact in Ortto, streamlining your customer data and personalization.
What types of tasks can I perform by integrating Ortto with Microsoft SQL Server?
Integrating Ortto with Microsoft SQL Server allows you to perform various tasks, including:
- Automatically adding new SQL Server leads to Ortto as contacts.
- Updating Ortto contact properties based on SQL Server data changes.
- Triggering Ortto campaigns from SQL Server database events.
- Segmenting Ortto audiences based on SQL Server query results.
- Creating personalized reports in Ortto using SQL Server data.
HowcanIautomaticallyenrichOrttopeopleprofileswithSQLdatainLatenode?
Latenode automates data enrichment. Connect to SQL Server, query relevant data, and update Ortto profiles—no manual data entry or coding required.
Are there any limitations to the Ortto and Microsoft SQL Server integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex SQL queries might require optimization for efficient data retrieval.
- Real-time updates are subject to network latency and API rate limits.
- Large data transfers may impact workflow execution time.