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Sync Ortto contacts with SOS Inventory to automate sales processes when new leads convert. Latenode’s visual editor makes custom workflows simple, plus scale affordably with execution-based pricing.
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Ortto
SOS Inventory
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Create a New Scenario to Connect Ortto and SOS Inventory
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 SOS Inventory will be your first step. To do this, click "Choose an app," find Ortto or SOS Inventory, 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.
Ortto
Add the SOS Inventory Node
Next, click the plus (+) icon on the Ortto node, select SOS Inventory from the list of available apps, and choose the action you need from the list of nodes within SOS Inventory.
Ortto
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SOS Inventory
Authenticate SOS Inventory
Now, click the SOS Inventory node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SOS Inventory settings. Authentication allows you to use SOS Inventory through Latenode.
Configure the Ortto and SOS Inventory 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 SOS Inventory Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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SOS Inventory
Trigger on Webhook
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Ortto
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ortto, SOS Inventory, 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 SOS Inventory integration works as expected. Depending on your setup, data should flow between Ortto and SOS Inventory (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ortto + SOS Inventory + Slack: When a person is tagged in Ortto, a sales order is created in SOS Inventory. Then, a notification is sent to a Slack channel to inform the sales team about the new order.
SOS Inventory + Ortto + QuickBooks: When inventory is low and a new sales order is created in SOS Inventory, trigger a custom activity in Ortto. Then, create a purchase order in QuickBooks to replenish stock.
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 SOS Inventory
Sync SOS Inventory with Latenode to automate stock updates and order processing. Connect your inventory data to accounting, e-commerce, or shipping platforms. Build visual workflows to trigger actions based on inventory levels or sales data. Use no-code tools or custom scripts to tailor the flow, avoiding manual data entry and ensuring real-time accuracy.
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How can I connect my Ortto account to SOS Inventory using Latenode?
To connect your Ortto account to SOS Inventory on Latenode, follow these steps:
Can I update Ortto contacts based on SOS Inventory changes?
Yes, you can! Latenode's visual editor makes it easy to sync contact details. Keep your marketing data fresh and accurate with automated updates upon inventory changes.
What types of tasks can I perform by integrating Ortto with SOS Inventory?
Integrating Ortto with SOS Inventory allows you to perform various tasks, including:
How secure is my Ortto data when using Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, ensuring the safety of your Ortto data during integration workflows.
Are there any limitations to the Ortto and SOS Inventory integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: