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Automatically update Ortto contacts based on Process Street workflow completions. Latenode’s visual editor makes it easy to map fields and ensure accurate data syncing without complex code, plus you only pay for what you use.
Connect Process Street and Ortto in minutes with Latenode.
Create Process Street to Ortto workflow
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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
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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:
JavaScript
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AI Anthropic Claude 3
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Ortto
Trigger on Webhook
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Process Street
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Iterator
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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.
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.
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.
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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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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:
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:
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: