Google Sheets integration with Ortto
How to Create Ortto records from new Google Sheets spreadsheet rows
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Ortto records from new Google Sheets spreadsheet rows" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Ortto integrations
Ortto actions
Nekton can use any feature that is available in Ortto API.
Using our advanced AI, you can easily create custom automations for Ortto.
Here are some typical actions you can do in your automated workflows.
Create Custom Activity
Create a custom Activity for a person, optionally create a new record beforehand.
Opt Out From SMS
Opt out a person from all SMS communications.
Unsubscribe a Person
Unsubscribe a person from all emails.
Create Record
Create a new record (person, organization), or update an existing record in your Ortto account.
Tag/Untag Records
Add or remove record (person, organization) tags.
Search or Create Records
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
About Ortto
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