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How to connect Ortto and Thankster
Create a New Scenario to Connect Ortto and Thankster
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 Thankster will be your first step. To do this, click "Choose an app," find Ortto or Thankster, 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 Thankster Node
Next, click the plus (+) icon on the Ortto node, select Thankster from the list of available apps, and choose the action you need from the list of nodes within Thankster.
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Thankster
Authenticate Thankster
Now, click the Thankster node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Thankster settings. Authentication allows you to use Thankster through Latenode.
Configure the Ortto and Thankster 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 Thankster 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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Thankster
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Trigger on Webhook
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Ortto
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Webhook response
Save and Activate the Scenario
After configuring Ortto, Thankster, 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 Thankster integration works as expected. Depending on your setup, data should flow between Ortto and Thankster (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 Thankster
Shopify + Ortto + Thankster: When a new customer is created in Shopify, their contact information is sent to Ortto to create or update a person. Then, a personalized Thankster card is sent to the new customer.
HubSpot + Ortto + Thankster: When a contact reaches a specific stage in HubSpot, the contact's information is used to create or update a person in Ortto, which triggers the sending of a personalized Thankster card.
Ortto and Thankster 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 Thankster
Use Thankster in Latenode to automate personalized handwritten notes for customers. Trigger notes based on events like purchases or milestones. Enhance CRM workflows by adding a human touch. Latenode lets you manage Thankster requests at scale with no-code logic and custom integrations. Centralize and track all your personalized outreach.
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See how Latenode works
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FAQ Ortto and Thankster
How can I connect my Ortto account to Thankster using Latenode?
To connect your Ortto account to Thankster 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 Thankster accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate personalized thank-you card triggers?
Yes! Latenode lets you trigger Thankster cards from Ortto events, like purchases. Enhance customer loyalty with personalized, automated appreciation, scalable with Latenode's infrastructure.
What types of tasks can I perform by integrating Ortto with Thankster?
Integrating Ortto with Thankster allows you to perform various tasks, including:
- Send thank-you cards when customers reach specific Ortto lifecycle stages.
- Automatically mail personalized cards upon significant purchase milestones.
- Create Thankster tasks for new high-value Ortto customer segments.
- Trigger handwritten cards for event attendees identified in Ortto.
- Send cards based on Ortto survey responses, managed in Latenode.
How can I use Ortto customer data within Latenode?
You can access Ortto profiles directly within Latenode. Enrich workflows with detailed customer insights, enhancing personalization and automation.
Are there any limitations to the Ortto and Thankster integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Ortto segments may require custom JavaScript for accurate targeting.
- Thankster card delivery times are subject to postal service schedules.
- Custom font support within Thankster cards might need manual configuration.
