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

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Paperform

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

JavaScript
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AI Anthropic Claude 3
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Paperform
Trigger on Webhook
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Ortto
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Ortto, Paperform, 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 Paperform integration works as expected. Depending on your setup, data should flow between Ortto and Paperform (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 Paperform
Paperform + Ortto + Slack: Upon a new submission in Paperform, the contact is created or updated in Ortto. A summary of the submission is then sent to a designated Slack channel for review.
Paperform + Ortto + Google Sheets: When a new form is submitted in Paperform, the lead's information is used to create or update a profile in Ortto. Subsequently, the data from the form submission is logged in Google Sheets for reporting purposes.
Ortto and Paperform 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 Paperform
Automate form data handling with Paperform and Latenode. Collect responses and trigger follow-up actions: add leads to your CRM, create tasks in project management tools, or generate personalized documents. Latenode lets you process Paperform submissions with flexible logic, AI, and direct API integrations to scale your workflows without code.
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FAQ Ortto and Paperform
How can I connect my Ortto account to Paperform using Latenode?
To connect your Ortto account to Paperform 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 Paperform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Ortto contacts from new Paperform submissions?
Yes, you can! Latenode's visual editor makes it simple to trigger Ortto contact updates whenever a new form is submitted in Paperform. This keeps your contact data current and actionable.
What types of tasks can I perform by integrating Ortto with Paperform?
Integrating Ortto with Paperform allows you to perform various tasks, including:
- Create new Ortto contacts from Paperform submissions automatically.
- Add Paperform respondents to specific Ortto segments.
- Trigger personalized Ortto email campaigns based on form responses.
- Update Ortto contact fields with data submitted via Paperform.
- Send internal notifications for high-value Paperform submissions.
How do I handle errors when ortto fails on Latenode?
Latenode provides advanced error handling, allowing you to retry failed Ortto actions, send alerts, or trigger fallback workflows.
Are there any limitations to the Ortto and Paperform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Paperform logic may require JavaScript for full data extraction.
- Ortto API rate limits may impact very high-volume Paperform submissions.
- File uploads from Paperform to Ortto might need custom handling.