How to connect Ortto and Microsoft Teams
Create a New Scenario to Connect Ortto and Microsoft Teams
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 Microsoft Teams will be your first step. To do this, click "Choose an app," find Ortto or Microsoft Teams, 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 Microsoft Teams Node
Next, click the plus (+) icon on the Ortto node, select Microsoft Teams from the list of available apps, and choose the action you need from the list of nodes within Microsoft Teams.

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Authenticate Microsoft Teams
Now, click the Microsoft Teams node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Teams settings. Authentication allows you to use Microsoft Teams through Latenode.
Configure the Ortto and Microsoft Teams 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 Teams 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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Save and Activate the Scenario
After configuring Ortto, Microsoft Teams, 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 Microsoft Teams integration works as expected. Depending on your setup, data should flow between Ortto and Microsoft Teams (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 Teams
Ortto + Google Sheets + Microsoft Teams: Automatically capture campaign performance data from Ortto in a Google Sheet. Then, send a daily summary of this data to a Microsoft Teams channel.
Microsoft Teams + Ortto + Jira: When a new chat message is received in Microsoft Teams, check if the sender is within a specific Ortto user segment. If they are, create a Jira ticket for tracking the request.
Ortto and Microsoft Teams 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 Teams
Use Microsoft Teams in Latenode to automate notifications and approvals. Instead of manual updates, automatically post messages based on triggers from other apps (like CRM or databases). Streamline workflows and improve team communication by connecting Teams to your automated processes without complex coding.
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See how Latenode works
FAQ Ortto and Microsoft Teams
How can I connect my Ortto account to Microsoft Teams using Latenode?
To connect your Ortto account to Microsoft Teams 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 Teams accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get Ortto leads in a Teams channel?
Yes, you can! Latenode lets you send Ortto lead data to Teams channels. React to new leads instantly and boost team collaboration with real-time updates.
What types of tasks can I perform by integrating Ortto with Microsoft Teams?
Integrating Ortto with Microsoft Teams allows you to perform various tasks, including:
- Send new Ortto leads to a dedicated Microsoft Teams channel.
- Notify team members in Teams when a customer reaches a milestone in Ortto.
- Create personalized Teams messages based on Ortto customer data.
- Update Ortto contacts based on interactions in Microsoft Teams.
- Trigger Ortto campaigns when specific events occur in Microsoft Teams.
How scalable is the Ortto integration on Latenode?
Latenode is built for scale, letting you handle increasing Ortto and Teams data volumes without compromising automation performance and speed.
Are there any limitations to the Ortto and Microsoft Teams integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Very high-volume data transfers can be subject to API rate limits.
- Real-time sync depends on the polling frequency of each app's API.