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How to connect Qwilr and Ortto
Create a New Scenario to Connect Qwilr 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 Qwilr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Qwilr or Ortto will be your first step. To do this, click "Choose an app," find Qwilr or Ortto, and select the appropriate trigger to start the scenario.
Add the Qwilr Node
Select the Qwilr node from the app selection panel on the right.
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Add the Ortto Node
Next, click the plus (+) icon on the Qwilr 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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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 Qwilr 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 Qwilr 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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Ortto
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Trigger on Webhook
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Qwilr
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Webhook response
Save and Activate the Scenario
After configuring Qwilr, 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 Qwilr and Ortto integration works as expected. Depending on your setup, data should flow between Qwilr 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 Qwilr and Ortto
Qwilr + Ortto + Slack: When a Qwilr proposal is accepted, the client's information is added or updated in Ortto, and a congratulatory message is sent to a Slack channel.
Ortto + Qwilr + Google Sheets: New contacts added to Ortto trigger the creation of a Qwilr proposal from a template, and the proposal details are logged in Google Sheets.
Qwilr and Ortto integration alternatives
About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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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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See how Latenode works
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FAQ Qwilr and Ortto
How can I connect my Qwilr account to Ortto using Latenode?
To connect your Qwilr account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Qwilr and click on "Connect".
- Authenticate your Qwilr and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Ortto contacts from new Qwilr acceptances?
Yes, you can! Latenode lets you trigger Ortto contact updates when a Qwilr quote is accepted. This ensures your marketing segments always reflect the latest sales activity, boosting personalization.
What types of tasks can I perform by integrating Qwilr with Ortto?
Integrating Qwilr with Ortto allows you to perform various tasks, including:
- Automatically adding new Qwilr clients to Ortto as contacts.
- Triggering personalized email sequences in Ortto upon quote acceptance in Qwilr.
- Updating contact properties in Ortto based on the value of accepted Qwilr quotes.
- Creating Ortto events to track Qwilr quote engagement and conversion rates.
- Segmenting Ortto audiences based on Qwilr project types and deal sizes.
Can I use JavaScript to transform data between Qwilr and Ortto?
Yes! Latenode's JavaScript blocks let you customize data mapping, ensuring seamless data transfer between Qwilr and Ortto, adapting to any unique field requirements.
Are there any limitations to the Qwilr and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the polling interval set within the Latenode workflow.
- Complex data transformations may require advanced JavaScript knowledge.
- Historical data synchronization may require a separate, one-time workflow.
