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Autopilot by Ortto Make integrationAutomate Autopilot by Ortto with Make.
Can Make keep your Ortto contacts, lists and journeys in sync without code? The Autopilot by Ortto Make integration gives you 20 modules: 1 instant trigger, 13 actions and 6 searches. This guide shows how to connect your account and build a first scenario that works.
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What can the Autopilot by Ortto Make integration do for you?
The Autopilot by Ortto Make integration links your Ortto marketing account to Make, a no-code tool where you chain apps into a scenario (the automation you build). Each brick of that chain is a module: here you get 20 of them to create, update, sort and read contacts, lists, segments and journeys, plus one trigger that reacts the moment something changes.
Every sign-up lands in the right journey. A form in another app collects a lead, Create Contact writes it into Ortto, and Add Contact to Journey starts the email sequence meant for that audience. Nobody has to export and re-import a CSV by hand.
Your other tools learn about unsubscribes right away. Watch Events fires when a contact unsubscribes, joins or leaves a list, or enters a segment. Make can then pass that news to a CRM or a spreadsheet, so sales stop calling people who opted out.
Clean lists before a campaign. With List Contacts on List you read who sits on a list, Check if Contact on List answers yes or no for one person, and Remove Contact from List takes out the ones who no longer fit.
What the integration does not cover: anything outside the 20 modules. For those endpoints you fall back on Make an API Call, which reuses the same connection. The same app also exists as an Autopilot by Ortto n8n integration; if you are choosing between the two tools, read n8n vs Make. To learn the editor itself step by step, the Make training starts from zero.
How do you connect Autopilot by Ortto to Make?
- 01
Generate your API key in Ortto
You need an active Ortto account. Click the settings icon on the left, open the Autopilot API section, press Generate and copy the key shown on screen. Keep it in a safe place, it is the password Make will use.
- 02
Open the connection window in Make
In your scenario, add any Autopilot by Ortto module and click Create a connection. A connection is your Ortto account linked to Make once, then reused by every Ortto module. The Connection name field is optional but helps when you run several accounts.
- 03
Paste the key and save
Paste the API key you copied, or follow the instructions Make displays, then confirm. Once saved, Make can read your lists, segments and journeys and offers them in the module fields instead of asking you to type IDs.
Your first scenario: send every new sign-up into an Ortto journey
GoalWhen a lead signs up in another app, Make creates the contact in Autopilot by Ortto and adds it to the journey you picked.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the big +. The first module is the app where your leads come from, for example your form tool.
- 02
Add Create Contact
Click the + to the right of the first module, search for Autopilot by Ortto and pick Create Contact. Create the connection with your API key if Make asks for it.
- 03
Map the lead's details
Fill the contact fields by mapping the data from the form module: each sign-up arrives as a bundle, one item passed from module to module. If the contact already exists, this module updates it instead.
- 04
Add Add Contact to Journey
Add one more module, Add Contact to Journey, and choose the journey from the list Make shows you. Map the contact from the previous module so the right person enters it.
- 05
Test with Run once
Click Run once, then submit a test sign-up. Open the bubbles above each module to read the bundles it received and check the contact in Ortto before going further.
- 06
Schedule and switch on
Set the schedule on the first module, every 15 minutes by default, and switch the scenario on. From now on each new sign-up follows the same path without you.
Which trigger starts an Autopilot by Ortto scenario?
1 module starts a scenario when something happens in Autopilot by Ortto. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Autopilot by Ortto as soon as it happens.
Watch Events
Instant triggerIn Make“Responds to events (contact added, updated, unsubscribed, added to list, removed from list, entered segment and left segment). Will return related contact ID, contact and possibly related list ID or segment ID.”
This trigger tells your scenario what just happened to a contact in Ortto: added, updated, unsubscribed, added to or removed from a list, entering or leaving a segment. Each event arrives with the contact ID, the contact itself and, depending on the event, the related list ID or segment ID.
What can each Autopilot by Ortto module do?
Autopilot by Ortto gives you 19 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Add Contact to Journey
- Add Contact to List
- Add List
- Check if Contact on List
- Create Contact
- Delete Contact
- Delete Contact Activity Feed
- Get Contact
- Get Email
- Make an API Call
- Remove Contact from List
- Unsubscribe Contact
- Update Contact
- List all Contacts
- List all Lists
- List Contacts on List
- List Contacts on Smart Segment
- List Journeys with API Triggers
- List Smart Segments
Add Contact to Journey
ActionIn Make“Add contacts to journeys.”
You get a contact enrolled in one of your Ortto journeys straight from Make, so the emails of that sequence start without anyone clicking in Ortto. It is the step that turns a new lead into an active campaign.
Add Contact to List
ActionIn Make“Adds a contact to a list.”
Places an existing contact on one of your lists, which is a clean way to group people by source or interest. Other modules can then read, check or clean that list from Make.
Add List
ActionIn Make“Add a new list.”
Creates a brand new list in Ortto from your scenario, so a new event, product or campaign gets its own audience without manual setup. The list is then available to the other list modules.
Check if Contact on List
ActionIn Make“Checks if a contact belongs to a particular list.”
Answers a simple question for one person: is this contact on that list or not? The result lets the rest of the scenario take a different road depending on the answer, instead of adding duplicates blindly.
Create Contact
ActionIn Make“Allows you to create or update a contact.”
Writes a person into your Ortto database, and if the contact already exists, the module updates it. That makes it the safest entry point for leads coming from forms, shops or events.
Delete Contact
ActionIn Make“Removes the contact from your database.”
Removes a contact from your Ortto database entirely, which keeps your audience clean when someone asks to be forgotten. It targets one contact per run, identified by the ID you map.
Delete Contact Activity Feed
ActionIn Make“Deletes the activity feed of a contact.”
Clears the activity history of a contact while leaving the contact record itself in place. You keep the person in your lists but wipe the trail of what they did.
Get Contact
ActionIn Make“Retrieves the given contact record given the contact ID or email.”
Fetches the full record of one contact, and you can look them up by contact ID or by email address. The details then feed the next modules, for instance to enrich a CRM entry or personalize a message.
Get Email
ActionIn Make“Retrieves an email campaign's data based on an ID received in the Autopilot Activity Stream.”
Retrieves the data of an email campaign, starting from an ID that appears in the Autopilot Activity Stream. Handy when you want to report on a campaign outside Ortto or store its details elsewhere.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Reaches any endpoint of the Ortto API that the other modules do not cover, with the same connection you already created. It is the escape hatch when a ready-made module is missing.
Remove Contact from List
ActionIn Make“Removes a contact from a list.”
Takes a contact off a list without deleting them from Ortto, so they leave that audience while staying in your database. It is the gentle alternative to a full deletion.
Unsubscribe Contact
ActionIn Make“Unsubscribes the contact from receiving emails from your Autopilot Journeys.”
Stops a contact from receiving the emails sent by your Autopilot journeys, while the record stays in your database. It respects an opt-out that was captured somewhere other than Ortto.
Update Contact
ActionIn Make“Updates the details of a contact. This method will return the contact's ID number.”
Changes the details of a contact who already exists and sends back that contact's ID number. That returned ID is useful to chain a list or journey module right after the update.
List all Contacts
SearchIn Make“Returns a list of your contacts.”
Returns your Ortto contacts as a series of bundles, one per person, ready to be copied or checked elsewhere. As a search, it can return zero, one or many results.
List all Lists
SearchIn Make“Returns a list of all available lists.”
Gives you every list available in your Ortto account, which helps when you need list IDs or want an overview of what exists. Each list comes out as its own bundle.
List Contacts on List
SearchIn Make“Returns a list of all of the contacts which are on this list.”
Reads all the contacts sitting on one list and hands them over one by one to the rest of the scenario. You get exactly the audience of that list, not the whole database.
List Contacts on Smart Segment
SearchIn Make“Returns a list of all of the contacts which are on this smart segment.”
Pulls the people who currently match one of your smart segments, so a segment built in Ortto can drive actions in other tools. Each matching contact becomes a bundle.
List Journeys with API Triggers
SearchIn Make“Returns a list of API Triggers along with the journey name to help you identify the correct one.”
Shows the API triggers of your account together with the journey name each belongs to, so you can tell journeys apart before sending anyone into one. It removes the guesswork from journey IDs.
List Smart Segments
SearchIn Make“Returns a list of all available smart segments.”
Returns every smart segment defined in your Ortto account, one bundle each, so you can see what audiences you already have before building on them. It pairs naturally with the segment contacts search.
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