# Connect DecisionRules and Ortto

When **New Rules** fires in [DecisionRules](https://apiant.ai/connections/decisionrules), your agent runs **Create Record** in [Ortto](https://apiant.ai/connections/ortto), or **Fields Updated** in Ortto to **Add folder** in DecisionRules. Describe the whole flow and it is built, tested on every scenario and kept running.

DecisionRules **1** trigger DecisionRules **10** 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 DecisionRules and Ortto to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 DecisionRules and Ortto can do together

### From DecisionRules to Ortto

- When **New Rules** in DecisionRules then **Create Record** in Ortto
- When **New Rules** in DecisionRules then **Tag/Untag Records** in Ortto

### From Ortto to DecisionRules

- When **Fields Updated** in Ortto then **Add folder** in DecisionRules
- When **New Activity Occurred** in Ortto then **Add rule** in DecisionRules

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 DecisionRules and Ortto

## Triggers and actions 5 triggers · 20 actions

- Trigger

**New Rules**

Fires once for each new rule or rule flow added to the DecisionRules space.

- Action

**Add folder**

Create a folder under a node.

- Action

**Add rule**

Create a rule in a space.

- Action

**Add rule version**

Create a new version of a rule.

- Action

**Add tags to rule**

Add tags to a rule.

- Action

**Delete rule**

Delete a rule or rule version.

- Action

**Get rule**

Gets the latest version of a rule by its ID or alias, regardless of publication status.

- Action

**List folders**

Get the root folder tree.

- Action

**List rules**

List rules in a space.

- Action

**Update rule**

Update a rule version.

- Action

**Update rule status**

Publish/pending/archive a rule version.

- 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

- [ **DecisionRules** DecisionRules is a no-code business rule engine that lets you automate and manage complex decision logic...](https://apiant.ai/connections/decisionrules)
- [ **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 DecisionRules

- [ **DecisionRules to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/decisionrules-to-hubspot)
- [ **DecisionRules to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/decisionrules-to-salesforce)
- [ **DecisionRules to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/decisionrules-to-slack)
- [ **DecisionRules to Google Sheets** Google Sheets](https://apiant.ai/connect/decisionrules-to-google-sheets)
- [ **DecisionRules to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/decisionrules-to-gmail)
- [ **DecisionRules to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/decisionrules-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](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

## DecisionRules and Ortto, answered

###

### What can start an automation from DecisionRules?

Any of DecisionRules's 1 trigger in the catalog, including New Rules. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Ortto when something happens in DecisionRules?

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 DecisionRules?

Yes. When something happens in Ortto, your agent can act in DecisionRules too. This page covers both directions: Ortto's triggers and DecisionRules's actions are listed here as well.

###

### Do I have to build a connector for DecisionRules 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.

###

### 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.