Connect Debitura to Ortto

Both apps 26Debitura 12Ortto 14

• Trigger
  New Case

  Triggers when a new collection case appears in your Debitura account.

• Action
  Add Case Message

  Posts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it.

• Action
  Check Collection Eligibility

  Checks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case.

• Action
  Create Case

  Opens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it.

• Action
  Find Case

  Looks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case.

• Action
  Find Payment

  Finds one payment recorded on a Debitura case, by the payment's id, and returns it.

• Action
  Get Case Files

  Returns the documents attached to a collection case.

• Action
  Get Case Messages

  Returns the messages posted on a Debitura collection case, in the order they were sent.

• Action
  Get Case Timeline

  Returns everything that has happened on a collection case, in order, plus the stage the case has reached.

• Action
  Get Contract Status

  Returns whether the agreements needed to collect on a case have been signed yet.

• Action
  Preview Case

  Checks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created.

• Action
  Upload File to Case

  Attach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster.

• 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.