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How to connect Ortto and Tools
Create a New Scenario to Connect Ortto and Tools
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 Tools will be your first step. To do this, click "Choose an app," find Ortto or Tools, 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 Tools Node
Next, click the plus (+) icon on the Ortto node, select Tools from the list of available apps, and choose the action you need from the list of nodes within Tools.
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Authenticate Tools
Now, click the Tools node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tools settings. Authentication allows you to use Tools through Latenode.
Configure the Ortto and Tools 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 Tools 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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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Ortto, Tools, 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 Tools integration works as expected. Depending on your setup, data should flow between Ortto and Tools (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 Tools
Ortto + Tools + Slack: When a customer reaches a specific milestone tracked as a new activity event in Ortto, retrieve relevant customer data from Tools and send a personalized congratulatory message in Slack.
Tools + Ortto + Google Sheets: When data is retrieved from Tools, update the corresponding customer profile in Ortto and log the retrieved data into a Google Sheet.
Ortto and Tools 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 Tools
Use Tools inside Latenode to automate tasks that lack native integrations. Control applications via UI automation, extract data from complex websites, and then pipe the results into other services. Add custom logic with JavaScript for precise control, scaling processes affordably with Latenode's usage-based pricing.
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See how Latenode works
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FAQ Ortto and Tools
How can I connect my Ortto account to Tools using Latenode?
To connect your Ortto account to Tools 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 Tools accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Tools tasks from Ortto leads?
Yes, you can! Latenode allows this automation, triggering updates based on lead stage changes in Ortto. Benefit: keep your project tasks aligned with marketing qualified leads using no-code logic.
What types of tasks can I perform by integrating Ortto with Tools?
Integrating Ortto with Tools allows you to perform various tasks, including:
- Create new Tools tasks when a new contact is added to Ortto.
- Update Tools task statuses based on Ortto contact lifecycle changes.
- Send Ortto campaign performance data to Tools for project reporting.
- Trigger Ortto campaigns based on task completion in Tools.
- Sync contact information between Ortto and Tools custom fields.
What level of Ortto customization is possible within Latenode workflows?
Latenode supports extensive Ortto customization via JavaScript code blocks, providing unparalleled control over data transformations and custom actions.
Are there any limitations to the Ortto and Tools integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Real-time synchronization depends on the API rate limits of both Ortto and Tools.
- The integration relies on the availability and stability of the Ortto and Tools APIs.
