Integration

Connect Manifestly Checklists Agent to Ortto

When something happens in Manifestly Checklists Agent, 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.

Manifestly Checklists Agent1 triggerManifestly Checklists Agent5 actionsOrtto4 triggersOrtto10 actions

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What do you want Manifestly Checklists Agent 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 Manifestly Checklists Agent and Ortto

Triggers and actions 5 triggers · 15 actions

Trigger
Run Late
Triggers when a run is late.
Action
Change Step State
Completes, reopens, skips, starts, stops or stores data on a step of a Manifestly checklist run.
Action
Get Run
Look up one checklist run by its id and return its current details, including its title, state, progress, notes, tags and the workflow it came from.
Action
List Run Steps
Returns the steps of a checklist run
Action
List Workflows
Returns the checklist workflows in your Manifestly account.
Action
Run Workflow
Starts a new run of a Manifestly checklist workflow, optionally naming it, scheduling it and assigning the people who take part.
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 Manifestly Checklists Agent