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Automatically update Ortto contacts when new customers purchase in QuickBooks. Latenode's visual editor simplifies setup and lets you add custom logic with JavaScript to precisely match your sales funnel. Scale without extra costs due to affordable pay-by-execution pricing.
Connect QuickBooks and Ortto in minutes with Latenode.
Create QuickBooks to Ortto workflow
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Create a New Scenario to Connect QuickBooks and Ortto
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a QuickBooks, triggered by another scenario, or executed manually (for testing purposes). In most cases, QuickBooks or Ortto will be your first step. To do this, click "Choose an app," find QuickBooks or Ortto, and select the appropriate trigger to start the scenario.
Add the QuickBooks Node
Select the QuickBooks node from the app selection panel on the right.
QuickBooks
Configure the QuickBooks
Click on the QuickBooks node to configure it. You can modify the QuickBooks 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 QuickBooks node, select Ortto from the list of available apps, and choose the action you need from the list of nodes within Ortto.
QuickBooks
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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 QuickBooks 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 QuickBooks 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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QuickBooks
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring QuickBooks, Ortto, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the QuickBooks and Ortto integration works as expected. Depending on your setup, data should flow between QuickBooks and Ortto (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
QuickBooks + Ortto + Slack: When a new invoice is created in QuickBooks, the automation adds the customer to Ortto, then sends a Slack notification about the new invoice.
Ortto + QuickBooks + Stripe: When a customer reaches a milestone in Ortto, the automation checks their payment status in QuickBooks. If the invoice is overdue based on QuickBooks data, send a Stripe payment link via Stripe's Send Invoice action.
About QuickBooks
Use QuickBooks within Latenode to automate accounting tasks. Sync invoices, track payments, and manage customer data across platforms. Automate data entry and reporting with no-code tools or custom JavaScript. Connect QuickBooks to your CRM, e-commerce, or payment gateways for streamlined financial workflows that scale easily.
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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 QuickBooks account to Ortto using Latenode?
To connect your QuickBooks account to Ortto on Latenode, follow these steps:
Can I trigger Ortto campaigns upon new QuickBooks invoices?
Yes, you can! Latenode enables this with its real-time triggers, instantly activating personalized marketing in Ortto when a new invoice is created in QuickBooks, boosting customer engagement.
What types of tasks can I perform by integrating QuickBooks with Ortto?
Integrating QuickBooks with Ortto allows you to perform various tasks, including:
Can I use JavaScript code to transform QuickBooks data in Latenode?
Yes, you can use JavaScript within Latenode to customize and transform QuickBooks data before it's sent to Ortto, enhancing integration flexibility.
Are there any limitations to the QuickBooks and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: