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How to connect Ortto and SmartSuite
Create a New Scenario to Connect Ortto and SmartSuite
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 SmartSuite will be your first step. To do this, click "Choose an app," find Ortto or SmartSuite, 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 SmartSuite Node
Next, click the plus (+) icon on the Ortto node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
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Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the Ortto and SmartSuite 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 SmartSuite 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, SmartSuite, 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 SmartSuite integration works as expected. Depending on your setup, data should flow between Ortto and SmartSuite (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 SmartSuite
Ortto + SmartSuite + Slack: When a person reaches a specific lifecycle stage (triggered by a new activity event) in Ortto, create a corresponding task record in SmartSuite and notify the sales team in Slack using a public channel message.
SmartSuite + Ortto + Google Sheets: When a project milestone is updated in SmartSuite, update a customer journey in Ortto by creating or updating a person and log the data in Google Sheets by adding a new row for reporting.
Ortto and SmartSuite 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 SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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See how Latenode works
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FAQ Ortto and SmartSuite
How can I connect my Ortto account to SmartSuite using Latenode?
To connect your Ortto account to SmartSuite 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 SmartSuite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger SmartSuite tasks from new Ortto form submissions?
Yes, you can! Latenode lets you instantly create SmartSuite tasks. This automation saves time and ensures all lead data flows smoothly between Ortto and your project management.
What types of tasks can I perform by integrating Ortto with SmartSuite?
Integrating Ortto with SmartSuite allows you to perform various tasks, including:
- Create new SmartSuite records from Ortto contact activity.
- Update SmartSuite project statuses based on Ortto campaign results.
- Add Ortto contacts to SmartSuite as new leads automatically.
- Send personalized Ortto messages based on SmartSuite data changes.
- Sync contact information between Ortto and SmartSuite in real-time.
How easily can I filter Ortto events before updating SmartSuite?
Latenode provides advanced filtering via JavaScript and AI. This allows you to precisely control which Ortto events trigger updates in SmartSuite based on your criteria.
Are there any limitations to the Ortto and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of Ortto and SmartSuite.
- Historical data migration between Ortto and SmartSuite may require manual setup.
