How to connect Process Street and Ortto
Create a New Scenario to Connect Process Street and Ortto
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 Process Street, triggered by another scenario, or executed manually (for testing purposes). In most cases, Process Street or Ortto will be your first step. To do this, click "Choose an app," find Process Street or Ortto, and select the appropriate trigger to start the scenario.

Add the Process Street Node
Select the Process Street node from the app selection panel on the right.


Process Street

Configure the Process Street
Click on the Process Street node to configure it. You can modify the Process Street URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Ortto Node
Next, click the plus (+) icon on the Process Street node, select Ortto from the list of available apps, and choose the action you need from the list of nodes within Ortto.


Process Street
⚙
Ortto

Authenticate Ortto
Now, click the Ortto node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ortto settings. Authentication allows you to use Ortto through Latenode.
Configure the Process Street and Ortto 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 Process Street and Ortto 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.

JavaScript
⚙
AI Anthropic Claude 3
⚙
Ortto
Trigger on Webhook
⚙

Process Street
⚙
⚙
Iterator
⚙
Webhook response

Save and Activate the Scenario
After configuring Process Street, Ortto, 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 Process Street and Ortto integration works as expected. Depending on your setup, data should flow between Process Street and Ortto (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Process Street and Ortto
Process Street + Ortto + Slack: When a task is completed in Process Street, this automation updates the corresponding user's data in Ortto and sends a Slack notification to a designated channel.
Ortto + Process Street + Google Sheets: When a user reaches a specific milestone defined by an activity event in Ortto, a corresponding checklist is triggered in Process Street, and this event is logged in a Google Sheet.
Process Street and Ortto integration alternatives

About Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
Related categories
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.
Related categories
See how Latenode works
FAQ Process Street and Ortto
How can I connect my Process Street account to Ortto using Latenode?
To connect your Process Street account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Process Street and click on "Connect".
- Authenticate your Process Street and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ortto campaigns from Process Street task completion?
Yes, you can! With Latenode, automate campaign triggers in Ortto when a Process Street task is completed. This ensures timely and relevant customer engagement, saving valuable time.
What types of tasks can I perform by integrating Process Street with Ortto?
Integrating Process Street with Ortto allows you to perform various tasks, including:
- Automatically adding new contacts to Ortto from Process Street form submissions.
- Updating Ortto customer profiles based on Process Street checklist progress.
- Triggering personalized email sequences in Ortto upon Process Street task completion.
- Creating Ortto events based on milestones reached within Process Street workflows.
- Sending internal notifications via Ortto when a critical Process Street step is finished.
Can I use JavaScript code with Process Street and Ortto on Latenode?
Absolutely! Latenode allows you to use JavaScript to manipulate data between Process Street and Ortto for advanced data transformations and custom logic.
Are there any limitations to the Process Street and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both apps.
- Historical data migration between the two apps may require custom scripting.