--- title: "Connect Common Room and Ortto - APIANT.ai" description: "When \"Custom Fields List\" fires in Common Room, your agent runs \"Add Custom Field\" in Ortto." canonical: "https://apiant.ai/connect/common-room-to-ortto" --- # Connect Common Room and Ortto When **Custom Fields List** fires in [Common Room](https://apiant.ai/connections/common-room), your agent runs **Add Custom Field** in [Ortto](https://apiant.ai/connections/ortto), or **Fields Updated** in Ortto to **Add or Update a Contact Custom Field** in Common Room. Describe the whole flow and it is built, tested on every scenario and kept running. Common Room **2** triggers Common Room **11** actions Ortto **4** triggers Ortto **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Common Room and Ortto to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Common Room and Ortto can do together ### From Common Room to Ortto - When **Custom Fields List** in Common Room then **Add Custom Field** in Ortto - When **Segment Status List** in Common Room then **Create Record** in Ortto ### From Ortto to Common Room - When **Fields Updated** in Ortto then **Add or Update a Contact Custom Field** in Common Room - When **New Activity Occurred** in Ortto then **List activity types** in Common Room Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Common Room and Ortto ## Triggers and actions 6 triggers · 21 actions - Trigger **Custom Fields List** Triggers when a new contact custom field is added to the Common Room community. - Trigger **Segment Status List** Triggers when a new status is added to the selected Common Room segment. - Action **Add Activity From Third Party Source** Adds an activity from a third-party system to a Common Room API signal source, or updates an activity previously added with the same activity ID and type. - Action **Add Common Room Contact to Segment** Adds one or more existing Common Room contacts to an existing segment, identified by email, Twitter, GitHub or LinkedIn, optionally setting their segment status. - Action **Add Organization From Third Party Source** Adds an organization to a Common Room API source, or updates the organization previously added with the same domain. - Action **Add or Update a Contact Custom Field** Sets the value of a contact custom field on a Common Room contact, creating or updating the contact in an API signal source. - Action **Add tag** Creates a tag in Common Room, or returns the existing tag if one with the same name already exists. - Action **Delete tag** Deletes a tag and removes it from everywhere it was applied. A tag that segments or workflows still use can't be deleted. - Action **Get tag** Returns a Common Room tag by its id, including its name, description and the entity types it may be assigned to. - Action **List activity types** Returns every activity type defined in your Common Room community, with its id and display name. - Action **List segments** Returns all segments in the Common Room community, with each segment's id and name. - Action **List tags** Returns all user-defined tags in your Common Room community, with their names, descriptions and the record types they can be applied to. - Action **Update tag** Renames a tag or changes its description. A deleted tag is restored when it is updated. - 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. ## Each app on its own - [ **Common Room** Common Room is the intelligent community growth platform that helps you deepen relationships, build better...](https://apiant.ai/connections/common-room) - [ **Ortto** Grow your brand faster with a customer data and marketing automation platform designed for businesses who...](https://apiant.ai/connections/ortto) Reviews ## What our customers say ## More from Common Room - [ **Common Room to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/common-room-to-hubspot) - [ **Common Room to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/common-room-to-salesforce) - [ **Common Room to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/common-room-to-slack) - [ **Common Room to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/common-room-to-google-sheets) - [ **Common Room to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/common-room-to-gmail) - [ **Common Room to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/common-room-to-google-calendar) ## More into Ortto - [ **HubSpot to Ortto** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ortto) - [ **Google Sheets to Ortto** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ortto) - [ **Gmail to Ortto** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ortto) - [ **Google Calendar to Ortto** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ortto) - [ **Google Drive to Ortto** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ortto) - [ **Mailchimp to Ortto** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ortto) Questions ## Common Room and Ortto, answered ### ### What can start an automation from Common Room? Any of Common Room's 2 triggers in the catalog, including Custom Fields List and Segment Status List. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ortto when something happens in Common Room? Any of Ortto's 10 actions, including Create Record, Update Audience Subscription, Add Custom Field and Get Record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ortto to Common Room? Yes. When something happens in Ortto, your agent can act in Common Room too. This page covers both directions: Ortto's triggers and Common Room's actions are listed here as well. ### ### Do I have to build a connector for Common Room or Ortto? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Common Room and Ortto without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.