Integration

Connect Ortto to Baremetrics

When something happens in Ortto, your agent does the next thing in Baremetrics. Describe it in plain language and the automation is built, tested on every branch and kept running.

Ortto4 triggersOrtto10 actionsBaremetrics14 actions

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What do you want Ortto and Baremetrics 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 Ortto and Baremetrics

Triggers and actions 4 triggers · 24 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. 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/
Action
Add goal
Create a new revenue or metric goal for a data source.
Action
Augment Customer
Augments a customer with data.
Action
Cancel subscription
Cancel an active customer subscription.
Action
Create Subscription
Creates a new Subscription.
Action
Delete goal
Remove a goal from a data source.
Action
Delete subscription
Remove a subscription from a Baremetrics data source.
Action
Get annotation
Look up a single annotation's details by ID.
Action
Get charge
Look up a single charge's details by ID.
Action
Get goal
Look up a single goal's details by ID.
Action
Get plan
Look up a single pricing plan's details by ID.
Action
List annotations
Retrieve the list of annotations (notes marked on a metrics chart) for a data source.
Action
List goals
Retrieve the list of revenue/metric goals defined for a data source.
Action
List plans
Retrieve the list of pricing plans defined for a data source.
Action
List subscriptions
Retrieve the list of customer subscriptions for a data source.

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The other way round: Baremetrics to Ortto