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How to connect Smartsheet and Ortto
Create a New Scenario to Connect Smartsheet 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 Smartsheet, triggered by another scenario, or executed manually (for testing purposes). In most cases, Smartsheet or Ortto will be your first step. To do this, click "Choose an app," find Smartsheet or Ortto, and select the appropriate trigger to start the scenario.
Add the Smartsheet Node
Select the Smartsheet node from the app selection panel on the right.
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Configure the Smartsheet
Click on the Smartsheet node to configure it. You can modify the Smartsheet 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 Smartsheet 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.
Configure the Smartsheet 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 Smartsheet 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Smartsheet, 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 Smartsheet and Ortto integration works as expected. Depending on your setup, data should flow between Smartsheet 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 Smartsheet and Ortto
Smartsheet + Ortto + Slack: When a new event occurs in Smartsheet, it triggers the creation or update of a person's profile in Ortto and sends a notification to a specified Slack channel.
Ortto + Smartsheet + Google Sheets: When a new activity event occurs in Ortto, the automation updates a row in Smartsheet, which then adds the data to a Google Sheet.
Smartsheet and Ortto integration alternatives
About Smartsheet
Use Smartsheet in Latenode to automate project tracking and data collection. Update sheets from any trigger, like form submissions or database changes. Automate reporting by sending data to other apps and skip manual updates. Low-code tools and JS nodes add custom logic for advanced workflow control.
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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 Smartsheet and Ortto
How can I connect my Smartsheet account to Ortto using Latenode?
To connect your Smartsheet account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Smartsheet and click on "Connect".
- Authenticate your Smartsheet and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Ortto contacts from Smartsheet data?
Yes, you can! Latenode's visual editor makes it simple to keep Ortto contacts synced with Smartsheet, ensuring your marketing is always based on the latest, most accurate information, without coding.
What types of tasks can I perform by integrating Smartsheet with Ortto?
Integrating Smartsheet with Ortto allows you to perform various tasks, including:
- Create new Ortto contacts from new Smartsheet rows automatically.
- Update existing Ortto contacts when Smartsheet data changes.
- Trigger personalized Ortto journeys based on Smartsheet events.
- Segment Ortto audiences using data stored in Smartsheet.
- Send custom Ortto emails based on Smartsheet row updates.
How can I handle errors in my Smartsheet workflows?
Latenode provides robust error handling, allowing you to log, retry, or send notifications when Smartsheet actions fail, ensuring data integrity and reliable automation.
Are there any limitations to the Smartsheet and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Smartsheet and Ortto may affect high-volume workflows.
- Complex data transformations might require JavaScript or AI blocks.
- Custom field mappings might need manual configuration initially.
