Connect Ortto to Alegra

Both apps 34Ortto 14Alegra 20

• 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/

• Trigger
  New Contact

  Triggers when a new contact is created in your Alegra account.

• Trigger
  New Estimate

  Triggers when a new quote (estimate) is created in your Alegra account.

• Trigger
  New Invoice

  Triggers when a new sales invoice is created in your Alegra account.

• Trigger
  New Item

  Triggers when a new product or service is created in your Alegra account.

• Action
  Create Contact

  Creates a contact (client or provider) in your Alegra account. Returns the created contact.

• Action
  Create Contact in Colombia

  Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.

• Action
  Create Tax

  Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.

• Action
  Find Contact

  Searches the contacts in your Alegra account by name or identification. Returns the matching contacts.

• Action
  Find Contact in Argentina

  Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.

• Action
  Find Contact in Chile

  Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.

• Action
  Find Contact in Colombia

  Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.

• Action
  Find Contact in Costa Rica

  Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.

• Action
  Find Contact in Mexico

  Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.

• Action
  Find Contact in Panama

  Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.

• Action
  Find Contact in Peru

  Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.

• Action
  Find Invoice

  Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.

• Action
  Find Item

  Searches the products and services in your Alegra account. Returns the matching items.

• Action
  Find Tax

  Finds a tax in your Alegra account by name. Returns the matching tax and its id.

• Action
  Update Contact

  Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.

• Action
  Update Contact in Colombia

  Updates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.