Ortto and Moxie Integration

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Automatically update Moxie contact details from Ortto using Latenode's visual editor and Javascript nodes. This keeps sales aligned with marketing engagement, creating efficient, scalable lead management at an affordable price.

Swap Apps

Ortto

Moxie

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ortto and Moxie

Create a New Scenario to Connect Ortto and Moxie

In the workspace, click the β€œCreate 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 Moxie will be your first step. To do this, click "Choose an app," find Ortto or Moxie, 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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Ortto

Configure the Ortto

Click on the Ortto node to configure it. You can modify the Ortto URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Ortto

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Connect Ortto

Sign In
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Run node once

Add the Moxie Node

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

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Ortto

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Moxie

Authenticate Moxie

Now, click the Moxie node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moxie settings. Authentication allows you to use Moxie through Latenode.

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Moxie

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Connect Moxie

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Run node once

Configure the Ortto and Moxie Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Connect Moxie

Moxie Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

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Run node once

Set Up the Ortto and Moxie 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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Webhook response

Save and Activate the Scenario

After configuring Ortto, Moxie, 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 β€œRun once” and triggering an event to check if the Ortto and Moxie integration works as expected. Depending on your setup, data should flow between Ortto and Moxie (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 Moxie

Ortto + Moxie + Slack: When a new activity event is triggered in Ortto for a high-value lead and they interact with Moxie live chat, a notification is sent to the sales team in Slack.

Moxie + Ortto + Zendesk: When a contact interacts with Moxie, the automation checks if they exist in Ortto. If the contact is not found in Ortto, a new Zendesk ticket is created.

Ortto and Moxie 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.

About Moxie

Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.

See how Latenode works

FAQ Ortto and Moxie

How can I connect my Ortto account to Moxie using Latenode?

To connect your Ortto account to Moxie 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 Moxie accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger Moxie chat from Ortto audience activity?

Yes! Latenode's visual builder makes this easy. Trigger personalized Moxie chats based on Ortto segment changes to provide proactive, contextual support and boost engagement.

What types of tasks can I perform by integrating Ortto with Moxie?

Integrating Ortto with Moxie allows you to perform various tasks, including:

  • Automatically create Moxie leads from new Ortto contacts.
  • Send targeted Moxie messages based on Ortto campaign engagement.
  • Update Ortto contact properties based on Moxie chat interactions.
  • Trigger Ortto automations from specific Moxie chat events.
  • Segment Ortto audiences based on Moxie support ticket history.

Is Ortto data automatically synced with Moxie through Latenode?

Latenode automates data sync. Design workflows to map data and trigger updates, keeping Ortto and Moxie synchronized in real time.

Are there any limitations to the Ortto and Moxie integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data syncing depends on the API limits of Ortto and Moxie.
  • Complex data transformations may require JavaScript knowledge.
  • Custom field mappings require careful setup within Latenode.

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