Connect Ortto to Alphacrm

Both apps 30Ortto 14Alphacrm 16

• 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 communication

  Adds a communication (for example a comment) to a customer or lead card in AlfaCRM.

• Action
  Add customer

  Create a customer (lead or student).

• Action
  Add group

  Create a study group.

• Action
  Add lesson

  Create a lesson.

• Action
  Add payment

  Create a payment.

• Action
  Add task

  Create a task.

• Action
  Archive customer

  Moves a customer or lead to the archive in AlfaCRM. AlfaCRM has no way to permanently delete a customer; an archived customer drops out of the active list but can be restored later.

• Action
  Find customers

  Returns customers and leads that match the specified criteria (name, phone, status and more).

• Action
  List branches

  Lists the branches in the CRM account, optionally only active or only disabled ones.

• Action
  List communications

  Lists the communications (comments and notes) on an AlfaCRM customer or lead, optionally filtered by communication ID, type, author, or comment text.

• Action
  List groups

  List groups.

• Action
  List lead statuses

  List sales funnel stages.

• Action
  List lessons

  List lessons.

• Action
  List payments

  Lists payments in a branch, optionally filtered by customer, date range, amount, payment type and more.

• Action
  List tasks

  Lists the tasks in an AlfaCRM branch, optionally filtered by task ID, author, assignee, text, priority, or done/archived status.

• Action
  Update customer

  Updates an existing customer (lead or client) by ID. Only the fields you fill in are changed.

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