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How to connect Ortto and Vitally
Create a New Scenario to Connect Ortto and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find Ortto or Vitally, 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 Vitally Node
Next, click the plus (+) icon on the Ortto node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
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Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the Ortto and Vitally 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 Vitally 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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Vitally
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Ortto, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between Ortto and Vitally (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 Vitally
Vitally + Ortto + Slack: When a user's health score changes in Vitally, create a custom activity event in Ortto to trigger engagement. Then, send a notification to the sales team in a Slack channel.
Ortto + Vitally + Intercom: When a new lead is created in Ortto, update the user's data in Vitally. Afterwards, send a welcome message to the user via Intercom.
Ortto and Vitally 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 Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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FAQ Ortto and Vitally
How can I connect my Ortto account to Vitally using Latenode?
To connect your Ortto account to Vitally 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 Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update customer lifecycle stages based on Vitally data?
Yes, you can! Latenode's visual editor makes it easy to sync Vitally health scores to Ortto for personalized journeys, boosting retention with timely interventions.
What types of tasks can I perform by integrating Ortto with Vitally?
Integrating Ortto with Vitally allows you to perform various tasks, including:
- Automatically updating Ortto contact properties from Vitally customer data.
- Triggering personalized email campaigns in Ortto based on Vitally health scores.
- Creating tasks in Vitally when new leads are captured in Ortto.
- Segmenting Ortto audiences based on customer segments defined in Vitally.
- Sending survey invites via Ortto based on events tracked in Vitally.
How does Latenode handle large Ortto data volumes?
Latenode's architecture is designed for scale, easily processing large Ortto datasets, maintaining workflow performance for even the most demanding integrations.
Are there any limitations to the Ortto and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on API availability and rate limits of both Ortto and Vitally.
- Complex data transformations may require JavaScript knowledge for advanced customization.
- Historical data migration between Ortto and Vitally might need custom scripting.
