Autopilot by Ortto
With the Autopilot by Ortto app in , you can manage the contacts, lists, segments, journeys in your Ortto account.
To use the Autopilot by Ortto app in , you must have a paid Ortto account.
To get started, you must first create a connection between Autopilot by Ortto and , allowing the two services to communicate.
To create the connection, you need to:
Before you create the connection in , you should first obtain an API key in your Ortto account.
To obtain the API key:
Log in to your Ortto account.
On the Data sources page, click New data source.
Select Custom API.
Click Popular Custom API (advanced) > Get started > Setup.
In the API name field, enter the name for the API integration. Since you use to connect Ortto, you can name a new API integration after .
In the Merge strategy field, specify the default associations used by this API key. Refer to Ortto documentation for more information.
Click Create.
On the Configuration page, click Copy to copy the API key value shown and store it in a safe place.
You will use this value in the API Key field in .
To establish the connection in Make:
- Log in to your Make account, add an Autopilot by Ortto module to your Make, and click Create a connection.Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.
- Optional: In the Connection name field, enter a name for the connection.
- In the API Key field, enter the API key copied in the section above.
- Click Save.
Log in to your account, add an Autopilot by Ortto module to your , and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the API key field, enter the API key you copied from your Autopilot by Ortto account.
Click Save.
If prompted, authenticate your account and confirm access.
You've successfully created the connection and can now use the Autopiloty by Ortto app in your . If you want to make changes to your connection in the future, follow the steps here.
After connecting to the Autopilot by Ortto app, you can use the following types of modules to build your .