Ortto and Pipefy Integration

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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.

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Ortto

Pipefy

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ortto and Pipefy

Create a New Scenario to Connect Ortto and Pipefy

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 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.

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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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Connect Ortto

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Run node once

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.

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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.

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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.

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The action ID

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Run node once

Set Up the Ortto and Pipefy 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, Pipefy, 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 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.

Most powerful ways to connect Ortto and Pipefy

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.

Ortto and Pipefy 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 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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FAQ Ortto and Pipefy

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

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

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:

  • Create Pipefy cards when new contacts are added to Ortto.
  • Update Ortto contact information when a Pipefy card is moved.
  • Trigger Ortto campaigns based on Pipefy card status changes.
  • Enrich Pipefy cards with data from Ortto contact profiles.
  • Send personalized Ortto emails based on Pipefy pipeline stages.

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:

  • Complex data transformations may require JavaScript knowledge.
  • Rate limits of the Ortto and Pipefy APIs apply.
  • Real-time synchronization depends on API availability.

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