--- title: "Connect Ortto to AFrame - APIANT.ai" description: "When \"Fields Updated\" fires in Ortto, your agent runs \"Add contact note\" in AFrame." canonical: "https://apiant.ai/connect/ortto-to-aframe" --- # Connect Ortto to AFrame When **Fields Updated** fires in [Ortto](https://apiant.ai/connections/ortto), your agent runs **Add contact note** in [AFrame](https://apiant.ai/connections/aframe). Describe the whole flow and it is built, tested on every scenario and kept running. Ortto **4** triggers Ortto **10** actions AFrame **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Ortto and AFrame 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 Ortto can start in AFrame - When **Fields Updated** in Ortto then **Add contact note** in AFrame - When **New Activity Occurred** in Ortto then **Add task** in AFrame 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 Ortto and AFrame ## Triggers and actions 4 triggers · 30 actions - 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. - Action **Add contact note** Adds a note to an existing contact in AFrame and returns the created note. - Action **Add event** Creates a new event (date or appointment) on an AFrame transaction, with a fixed date or a date calculated from another transaction date. - Action **Add task** Creates a new Task in AFrame, assigned to a team member and optionally linked to a transaction or contact. - Action **Add transaction attachment** Creates a new attachment entry (a file placeholder or a web link) on an AFrame transaction. - Action **Add transaction note** Adds a note (or showing / price-change activity) to an existing AFrame transaction. - Action **Add transaction participant** Adds a participant to an AFrame transaction in a given role, either linking an existing contact, creating a new contact inline, or holding the role as a placeholder. - Action **Create Contact** Creates a new Contact in your AFrame team, with name, company, emails, phones, addresses and categories. - Action **Create Transaction** Creates a new Transaction in AFrame for a property address, with optional prices, key dates, assigned team members and custom field values. - Action **Find contacts** Searches AFrame contacts by name, company, team, email, categories, or created/edited date range and returns the matching contacts (up to 100). - Action **Find tasks** Returns tasks matching the given status, due/completion dates, transaction, contact or assignee filters (up to 100). - Action **Find team members** Finds team members in your AFrame team by name, email, role, type or active status. - Action **Find transactions** Searches transactions by ID, stage, property address, or created/edited date range and returns the matching transactions (up to 100). - Action **Get contact** Returns a contact's details, including name, emails, phones, addresses, owners and categories. - Action **Get contact note** Returns a single contact note by its ID, including its content, type, date and any attached file details. - Action **Get Event** Returns one event (a date or appointment such as a closing date) on a transaction. - Action **Get transaction** Returns a single AFrame transaction by its ID, including its status, property details, participants and custom field values. - Action **Get Transaction Note** Returns a transaction note by its ID, including its content, activity date, contact details and visibility settings. - Action **Update contact** Updates an existing AFrame contact, changing only the fields you fill in. - Action **Update task** Updates an existing AFrame task, changing only the fields you fill in, and returns the updated task. - Action **Update transaction** Updates an existing AFrame transaction's property address, status, assigned team members, prices, dates and commission. Only the fields you fill in are changed. ## Each app on its own - [ **Ortto** Grow your brand faster with a customer data and marketing automation platform designed for businesses who...](https://apiant.ai/connections/ortto) - [ **AFrame** AFrame is a transaction management and CRM in a single platform for real estate agents and transaction...](https://apiant.ai/connections/aframe) Reviews ## What our customers say ## More from Ortto - [ **Ortto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ortto-to-salesforce) - [ **Ortto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ortto-to-slack) - [ **Ortto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ortto-to-stripe) - [ **Ortto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ortto-to-shopify) - [ **Ortto to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ortto-to-quickbooks-online) - [ **Ortto to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/ortto-to-pipedrive) ## More into AFrame - [ **HubSpot to AFrame** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-aframe) - [ **Salesforce to AFrame** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-aframe) - [ **Slack to AFrame** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-aframe) - [ **Google Sheets to AFrame** Google Sheets](https://apiant.ai/connect/google-sheets-to-aframe) - [ **Gmail to AFrame** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-aframe) - [ **Google Calendar to AFrame** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-aframe) Questions ## Ortto and AFrame, answered ### ### What can start an automation from Ortto? Any of Ortto's 4 triggers in the catalog, including Fields Updated, New Activity Occurred, New Record Created and Tag Added/Removed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in AFrame when something happens in Ortto? Any of AFrame's 20 actions, including Create Contact, Create Transaction, Update contact and Update task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from AFrame to Ortto? AFrame has no triggers in the catalog today, so automations start in Ortto. If you need the other direction, ask: your agent reads AFrame's API documentation and adds it. ### ### Do I have to build a connector for Ortto or AFrame? 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 Ortto and AFrame 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.