Integration
Connect Ortto to Azure Form Recognizer
When Fields Updated fires in Ortto, your agent runs Analyze Invoice in Azure Form Recognizer. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Ortto and Azure Form Recognizer to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Ortto can start in Azure Form Recognizer
When Fields Updated in Ortto
then Analyze Invoice in Azure Form Recognizer
When New Activity Occurred in Ortto
then Analyze Document in Azure Form Recognizer
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 Azure Form Recognizer
Triggers and actions 4 triggers · 16 actions
Trigger
Fields UpdatedTriggers when the specified field(s) of a record have been updated in your Ortto account.
Trigger
New Activity OccurredTriggers when a new Ortto activity occurs.
Trigger
New Record CreatedTriggers when a new record (contact or organization) has been added to your Ortto account.
Trigger
Tag Added/RemovedTriggers when a tag has beed added to, or removed from, a record.
Action
Add Custom FieldCreate a new custom field on the person or organization schema in Ortto.
Action
Create RecordCreate a new record (person, organization), or update an existing record in your Ortto account.
Action
Delete RecordArchive, restore, or permanently delete a person or organization record in Ortto.
Action
Get RecordFetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.
Action
List ActivitiesRetrieve the activity feed for a given contact in Ortto.
Action
Opt Out From SMSOpt out a person from all SMS communications.
Action
Search or Create RecordsSearch your Ortto data for a record based on the provided field or optionally create one if none is found.
Action
Tag/Untag RecordsAdds or removes tags on a person or an account in Ortto, matching the record by email address or account name.
Action
Unsubscribe a PersonUnsubscribe a person from all emails.
Action
Update Audience SubscriptionSubscribe or unsubscribe a person to/from an Ortto audience.
Action
Analyze DocumentAnalyzes a document with a prebuilt or custom model (layout, invoice, receipt, ID, tax form and more) and returns its text, fields, tables and key-value pairs.
Action
Analyze InvoiceExtracts the key details of an invoice: vendor, customer, invoice number, dates, totals, tax and line items.
Action
Analyze ReceiptExtracts the key details of a sales receipt: merchant, date and time, subtotal, tax, tip, total and line items.
Action
Extract Document LayoutExtracts the text, tables, paragraphs and structure of a document, optionally as Markdown.
Action
Get Document ModelReturns a document model's details, including the document types it recognizes and the fields each one extracts.
Action
List Document ModelsReturns the prebuilt and custom document models available in your resource.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Ortto
Ortto to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Ortto to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Ortto to StripeStripe is a payment processing platform for online businesses.
Ortto to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Ortto to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Ortto to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Azure Form Recognizer
HubSpot to Azure Form RecognizerHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Azure Form RecognizerSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Azure Form RecognizerSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Azure Form RecognizerGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Azure Form RecognizerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Azure Form RecognizerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Ortto and Azure Form Recognizer, 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 Azure Form Recognizer when something happens in Ortto?
Any of Azure Form Recognizer's 6 actions, including Analyze Document, Analyze Invoice, Analyze Receipt and Extract Document Layout. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Azure Form Recognizer to Ortto?
Azure Form Recognizer has no triggers in the catalog today, so automations start in Ortto. If you need the other direction, ask: your agent reads Azure Form Recognizer's API documentation and adds it.
Do I have to build a connector for Ortto or Azure Form Recognizer?
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 Azure Form Recognizer 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.