Connect Axonaut and Ortto

Both apps 44Axonaut 30Ortto 14

• Trigger
  New Axonaut User

  Triggers when a new user is added to the Axonaut account.

• Trigger
  New Closed Ticket

  Triggers when a support ticket is closed in Axonaut, optionally only for one company.

• Trigger
  New Company

  Triggers when a new company is created in Axonaut, optionally limited to customers, prospects or suppliers, or to a city or name.

• Trigger
  New Contract

  Triggers when a new order (contract) is created in Axonaut.

• Trigger
  New Employee

  Triggered when a new employee (a contact at a company) is created in Axonaut.

• Trigger
  New Expense

  Triggered when a new expense is created in Axonaut.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Axonaut.

• Trigger
  New Opportunity

  Triggered when a new opportunity is created in Axonaut.

• Trigger
  New Product

  Triggered when a new product is created in Axonaut.

• Trigger
  New Project

  Triggers when a new project is created in Axonaut.

• Trigger
  New Quotation

  Triggered when a new quotation is created.

• Trigger
  New Task

  Triggers when a new task is created in Axonaut.

• Trigger
  New Ticket

  Triggered when a new ticket is created.

• Action
  Create Employee

  Creates an employee (contact person) on a company in Axonaut.

• Action
  Create Event

  Creates an event (meeting, email, phone call, mail, text message or note) in Axonaut, optionally linked to a company, contact and opportunity.

• Action
  Create Expense

  Creates an expense in Axonaut, optionally linked to a supplier, project or workforce.

• Action
  Create Invoice

  Creates an invoice in Axonaut for a company, with its product lines, dates, discounts, deposit and payment options.

• Action
  Create Opportunity

  Creates a sales opportunity for a company in Axonaut, optionally placing it in a pipeline step and linking contacts.

• Action
  Create Product

  Creates a product or service in your Axonaut catalog, with its price, tax rate, stock and other details.

• Action
  Create Quotation

  Creates a quotation (quote) for a customer company in Axonaut, with its product lines, discount and terms.

• Action
  Create Supplier

  Creates a new supplier in Axonaut with its address, VAT and SIRET numbers, categories and custom fields.

• Action
  Create Ticket

  Creates a support ticket in Axonaut, optionally linked to a company, contacts, a project and an assigned team member.

• Action
  Find Company

  Finds companies in Axonaut whose name contains the text you give, optionally narrowed by internal id, type, SIRET, city or zip code.

• Action
  Find Contract

  Finds Axonaut orders (contracts) by their id, optionally narrowed by last-update date, and returns the matching orders.

• Action
  Find Expense

  Finds Axonaut expenses whose title or number contains the text you enter, optionally narrowed by date and payment status.

• Action
  Find Product

  Finds products in Axonaut by name, product code or internal reference.

• Action
  Find Quotation

  Finds quotations in Axonaut whose number matches the one you supply, optionally narrowed by status, company and date.

• Action
  Find Supplier

  Returns the suppliers whose name contains the text you specify, searching the first five pages of your Axonaut suppliers.

• Action
  Search Company

  Returns the companies whose name contains the search text, optionally narrowed by type, location, SIRET, internal id, status or custom field values.

• Action
  Search Employee

  Returns the employees (company contacts) matching an email, first name, last name, phone number or custom field value.

• Trigger
  Fields Updated

  Triggers when the specified field(s) of a record have been updated in your Ortto account.

• Trigger
  New Activity Occurred

  Triggers when a new Ortto activity occurs.

• Trigger
  New Record Created

  Triggers when a new record (contact or organization) has been added to your Ortto account.

• Trigger
  Tag Added/Removed

  Triggers when a tag has beed added to, or removed from, a record.

• Action
  Add Custom Field

  Create a new custom field on the person or organization schema in Ortto.

• Action
  Create Record

  Create a new record (person, organization), or update an existing record in your Ortto account.

• Action
  Delete Record

  Archive, restore, or permanently delete a person or organization record in Ortto.

• Action
  Get Record

  Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.

• Action
  List Activities

  Retrieve the activity feed for a given contact in Ortto.

• Action
  Opt Out From SMS

  Opt out a person from all SMS communications.

• Action
  Search or Create Records

  Search your Ortto data for a record based on the provided field or optionally create one if none is found.

• Action
  Tag/Untag Records

  Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name.

• Action
  Unsubscribe a Person

  Unsubscribe a person from all emails.

• Action
  Update Audience Subscription

  Subscribe or unsubscribe a person to/from an Ortto audience.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.