Ortto and RingCentral Integration

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Connect Ortto to RingCentral and automate personalized call campaigns triggered by customer behavior. Latenode’s visual editor and affordable pricing make complex sequences easier to build and scale. Use JavaScript to fine-tune your outreach.

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Ortto

RingCentral

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ortto and RingCentral

Create a New Scenario to Connect Ortto and RingCentral

In the workspace, click the “Create 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 RingCentral will be your first step. To do this, click "Choose an app," find Ortto or RingCentral, 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

Sign In

Run node once

Add the RingCentral Node

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

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Authenticate RingCentral

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

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Sign In

Run node once

Configure the Ortto and RingCentral 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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Run node once

Set Up the Ortto and RingCentral 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, RingCentral, 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 “Run once” and triggering an event to check if the Ortto and RingCentral integration works as expected. Depending on your setup, data should flow between Ortto and RingCentral (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 RingCentral

Ortto + RingCentral + Slack: When a new lead is created in Ortto, a RingCentral call is initiated to that lead, and a summary of the lead's information is posted to a dedicated Slack channel.

RingCentral + Ortto + Zendesk: When a call is missed in RingCentral, the lead's score is updated in Ortto, and a follow-up ticket is created in Zendesk.

Ortto and RingCentral 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 RingCentral

Integrate RingCentral with Latenode to automate call logging, SMS alerts, and contact management. Trigger workflows based on call events, automatically updating records in other apps like CRMs or support tools. Use Latenode's visual editor and scripting nodes for customized call handling and data synchronization.

See how Latenode works

FAQ Ortto and RingCentral

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

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

Can I trigger RingCentral calls from Ortto events?

Yes, you can! With Latenode, automate RingCentral calls based on Ortto triggers. This enhances customer engagement using real-time communication driven by user behavior data.

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

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

  • Automatically create RingCentral contacts from new Ortto form submissions.
  • Send SMS via RingCentral upon specific actions registered in Ortto.
  • Update RingCentral contact details when Ortto profile information changes.
  • Log RingCentral call activity in Ortto as custom event data.
  • Trigger Ortto campaigns based on RingCentral call outcomes.

How secure is my Ortto data when using Latenode integrations?

Latenode employs robust security measures, including encryption and access controls, ensuring the safety and integrity of your data during Ortto and RingCentral integration.

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

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

  • Real-time data synchronization depends on the API rate limits of both Ortto and RingCentral.
  • Advanced call routing logic within RingCentral might require custom JavaScript implementation.
  • Complex Ortto segmentation criteria may impact workflow execution speed.

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