Integration

Connect CallRail to Ortto

When something happens in CallRail, your agent does the next thing in Ortto. Describe it in plain language and the automation is built, tested on every branch and kept running.

CallRail5 triggersOrtto4 triggersOrtto10 actions

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What do you want CallRail and Ortto to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with CallRail and Ortto

Triggers and actions 9 triggers · 10 actions

Trigger
Form Captured
Triggers when a form is captured.
Trigger
Outbound Call Completed
Triggers after an outbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
Trigger
Phone Call Started
Triggers when an inbound phone call is started.
Trigger
SMS Received
Triggers when an SMS message is received.
Trigger
SMS Sent
Triggers when an SMS message is sent.
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. Endpoint: POST /v1/custom-field/create. Vendor doc: https://help.ortto.com/developer/latest/api-reference/custom-field/
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. Endpoint: POST /v1/person/delete (and /v1/organization/delete for accounts). Vendor doc: https://help.ortto.com/a-260-archive-restore-and-delete-people-archive-restore-delete
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. Endpoint: POST /v1/person/activities/list (activity log for a contact ID). Vendor doc: https://help.ortto.com/a-773-retrieve-activity-feed-for-a-given-contact
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. Endpoint: POST /v1/audience/subscribe. Vendor doc: https://help.ortto.com/developer/latest/api-reference/audiences/

Each app on its own

The other way round: Ortto to CallRail