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Automatically create Pipefy cards from new Ortto contacts and nurture them with tailored campaigns. Latenode's visual editor and affordable pricing make complex lead management simple, scalable, and budget-friendly.
Connect Ortto and Pipefy in minutes with Latenode.
Create Ortto to Pipefy workflow
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Ortto
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Create a New Scenario to Connect Ortto and Pipefy
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 Pipefy will be your first step. To do this, click "Choose an app," find Ortto or Pipefy, 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 Pipefy Node
Next, click the plus (+) icon on the Ortto node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
Ortto
β
Pipefy
Authenticate Pipefy
Now, click the Pipefy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipefy settings. Authentication allows you to use Pipefy through Latenode.
Configure the Ortto and Pipefy 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 Pipefy Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Pipefy
Trigger on Webhook
β
Ortto
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Ortto, Pipefy, 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 Pipefy integration works as expected. Depending on your setup, data should flow between Ortto and Pipefy (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ortto + Pipefy + Slack: When a person reaches a specific stage (triggered by a new activity event) in Ortto, a card is created in Pipefy to track the lead, and a notification is sent to the sales team in Slack to follow up.
Pipefy + Ortto + Google Sheets: When a card moves to a specific 'done' phase in Pipefy, update the corresponding person's lead score in Ortto and log the change, including the new score, in a Google Sheets spreadsheet.
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 Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI β without step limits or vendor lock-in.
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How can I connect my Ortto account to Pipefy using Latenode?
To connect your Ortto account to Pipefy on Latenode, follow these steps:
Can I sync new Ortto contacts to Pipefy?
Yes, you can! Latenode allows you to automatically sync new Ortto contacts to Pipefy, creating new cards. This ensures your sales pipeline is always up-to-date.
What types of tasks can I perform by integrating Ortto with Pipefy?
Integrating Ortto with Pipefy allows you to perform various tasks, including:
How do I handle errors in my Ortto-Pipefy Latenode workflows?
Latenode provides robust error handling. You can set up alerts and automated retries, ensuring your Ortto and Pipefy workflows run smoothly.
Are there any limitations to the Ortto and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: