Connect Ortto to Billage

Both apps 30Ortto 14Billage 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. 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 Product

  Create a new Billage product. POST /v2/products.

• Action
  Create Account

  Creates a new account.

• Action
  Create Contact

  Creates a new contact in an account.

• Action
  Delete Account

  Delete a Billage account by id. DELETE /v2/accounts/{account-id}.

• Action
  Delete Contact

  Delete a Billage contact by id. DELETE /v2/contacts/{id}.

• Action
  Delete Lead

  Delete a Billage lead by id. DELETE /v2/leads/{id}.

• Action
  Get Account

  Fetch a single Billage account (company/customer record) by id. GET /v2/accounts/{account-id}.

• Action
  Get Contact

  Fetch a single Billage contact by id. GET /v2/contacts/{id}.

• Action
  Get Lead

  Fetch a single Billage lead by id. GET /v2/leads/{id}.

• Action
  Get Product

  Find a Billage product by id. GET /v2/products/{id}.

• Action
  List Accounts

  List/search Billage accounts by name, alias, vat, tags, etc. GET /v2/accounts.

• Action
  List Contacts

  List/search Billage contacts by criteria. GET /v2/contacts.

• Action
  List Leads

  List Billage leads. GET /v2/leads.

• Action
  List Products

  List/search Billage products by alias or name. GET /v2/products.

• Action
  Update Account

  Update an existing Billage account. PUT /v2/accounts.

• Action
  Update Contact

  Update an existing Billage contact. PUT /v2/contacts.

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