Connect Checkvist to Ortto

Both apps 31Checkvist 17Ortto 14

• Trigger
  New List

  Triggered when a new checklist is created in Checkvist.

• Trigger
  New List Item

  Triggered when a new item is added to the chosen Checkvist checklist.

• Action
  Close Task

  Marks a task in a Checkvist checklist as closed (done) and returns the updated task.

• Action
  Create List Item

  Adds a new item (task) to a Checkvist checklist and returns the created item.

• Action
  Create New List

  Creates a new Checkvist checklist and returns it.

• Action
  Create Several List Items

  Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.

• Action
  Create Task Note

  Adds a note (comment) to a task in a Checkvist checklist and returns the new note.

• Action
  Delete Checklist

  Deletes a Checkvist checklist and returns the deleted list.

• Action
  Delete List Item

  Deletes an item (task) from a Checkvist checklist and returns the deleted item.

• Action
  Get Checklist

  Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.

• Action
  Get List Item

  Returns a single item (task) from a Checkvist checklist, optionally with its notes.

• Action
  List Checklists

  Returns the Checkvist checklists the connected account can see.

• Action
  List List Items

  Returns the items (tasks) in a Checkvist checklist.

• Action
  List Task Notes

  Returns the notes (comments) on a task in a Checkvist checklist.

• Action
  Reopen Task

  Reopens a closed task in a Checkvist checklist and returns the updated task.

• Action
  Update Checklist

  Updates a Checkvist checklist's name or sharing setting and returns the updated list.

• Action
  Update List Item

  Updates an item (task) in a Checkvist checklist and returns the updated item.

• 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/

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