QuickBooks and Ortto Integration

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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.

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QuickBooks

Ortto

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect QuickBooks and Ortto

Create a New Scenario to Connect QuickBooks and Ortto

In the workspace, click the β€œCreate 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 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.

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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.

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Run node once

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.

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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.

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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.

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The action ID

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Run node once

Set Up the QuickBooks 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.
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Save and Activate the Scenario

After configuring QuickBooks, 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 β€œRun once” 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.

Most powerful ways to connect QuickBooks and Ortto

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.

QuickBooks and Ortto integration alternatives

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.

See how Latenode works

FAQ QuickBooks and Ortto

How can I connect my QuickBooks account to Ortto using Latenode?

To connect your QuickBooks account to Ortto on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select QuickBooks and click on "Connect".
  • Authenticate your QuickBooks and Ortto accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Automatically updating customer details in Ortto from QuickBooks data.
  • Sending targeted email campaigns based on QuickBooks purchase history.
  • Creating new Ortto contacts from new QuickBooks customers.
  • Segmenting Ortto audiences based on QuickBooks invoice amounts.
  • Triggering internal notifications for large QuickBooks transactions.

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:

  • Historical data migration might require custom scripting.
  • Complex QuickBooks custom fields might need manual mapping.
  • API rate limits of QuickBooks and Ortto may affect high-volume workflows.

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