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How to connect Ortto and Signnow
Create a New Scenario to Connect Ortto and Signnow
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 Signnow will be your first step. To do this, click "Choose an app," find Ortto or Signnow, 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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Add the Signnow Node
Next, click the plus (+) icon on the Ortto node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
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Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Ortto and Signnow 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 Signnow 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, Signnow, 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 Signnow integration works as expected. Depending on your setup, data should flow between Ortto and Signnow (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 Signnow
Ortto + Signnow + Slack: When a lead's activity triggers a new event in Ortto, a contract is automatically sent via Signnow. The sales team is then notified on Slack about the contract being sent.
Signnow + Ortto + Google Sheets: When a new event occurs in SignNow (e.g., a document is signed), the corresponding person's information in Ortto is updated, and a log entry is created in Google Sheets.
Ortto and Signnow 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 Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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See how Latenode works
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FAQ Ortto and Signnow
How can I connect my Ortto account to Signnow using Latenode?
To connect your Ortto account to Signnow 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 Signnow accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts to Ortto leads upon reaching specific milestones?
Yes, you can! Latenode's visual editor simplifies this, automating contract sending based on Ortto triggers. This reduces manual work and accelerates the sales process, automatically pushing data to Ortto.
What types of tasks can I perform by integrating Ortto with Signnow?
Integrating Ortto with Signnow allows you to perform various tasks, including:
- Automatically send contracts when a lead reaches a qualified stage in Ortto.
- Update Ortto profiles with contract status changes from Signnow in real-time.
- Create personalized contracts pre-filled with data from Ortto contact properties.
- Trigger Ortto email campaigns based on Signnow contract completion events.
- Store signed contracts in a dedicated folder accessible within Latenode.
How does Latenode handle Ortto webhooks for real-time data syncing?
Latenode efficiently manages Ortto webhooks, offering built-in error handling and data transformation, ensuring reliable real-time synchronization with Signnow and other apps.
Are there any limitations to the Ortto and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large volumes of concurrent contract generation may impact performance.
- Custom Signnow templates require careful mapping to Ortto fields.
- Real-time updates depend on the stability of the Ortto and Signnow APIs.
