Ortto and Scoro Integration

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Connect Ortto and Scoro to automate lead nurturing based on project milestones. Latenode's visual editor and JavaScript support make complex, conditional automation easy to build and scale. Gain full control without overpaying – usage-based pricing.

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Ortto

Scoro

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ortto and Scoro

Create a New Scenario to Connect Ortto and Scoro

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 Scoro will be your first step. To do this, click "Choose an app," find Ortto or Scoro, 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

Run node once

Add the Scoro Node

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

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Scoro

Authenticate Scoro

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

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Scoro

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Connect Scoro

Sign In

Run node once

Configure the Ortto and Scoro 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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Select an action *

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The action ID

Run node once

Set Up the Ortto and Scoro 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, Scoro, 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 Scoro integration works as expected. Depending on your setup, data should flow between Ortto and Scoro (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 Scoro

Ortto + Scoro + Slack: When a new lead is qualified in Ortto based on a new activity event, find or create the client in Scoro and send a notification to the project manager in Slack.

Scoro + Ortto + Google Sheets: When a project is updated in Scoro, update the corresponding client profile in Ortto and record the project completion data in Google Sheets.

Ortto and Scoro 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 Scoro

Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.

See how Latenode works

FAQ Ortto and Scoro

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

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

Can I automate lead nurturing based on Scoro project status?

Yes, you can! Latenode's visual editor and logic blocks make this easy. Automatically trigger personalized Ortto campaigns when a Scoro project reaches a specific stage, enhancing client engagement.

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

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

  • Create new Ortto contacts from new Scoro clients automatically.
  • Update Ortto contact details when a Scoro client's information changes.
  • Trigger Ortto email campaigns when a new Scoro project is created.
  • Track Ortto campaign performance data within Scoro dashboards.
  • Send Slack notifications about Ortto activity based on Scoro triggers.

HowcanItriggerOrttojourneysbasedonScoroeventswithLatenode?

Latenode allows you to use Scoro triggers to start Ortto journeys. Customize workflows to react to specific Scoro events, enhancing personalization.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • Real-time data synchronization depends on the API limits of both platforms.
  • Initial setup requires a clear understanding of Ortto and Scoro data structures.

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