Integration

Connect Ortto to Centerflow

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

Ortto4 triggersOrtto10 actionsCenterflow6 triggersCenterflow9 actions

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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 Centerflow

Triggers and actions 10 triggers · 19 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/
Trigger
New Contact
Triggers when a new contact is created.
Trigger
New Order
Triggers when a new order is created.
Trigger
New Reservation
Triggers when a new reservation is created.
Trigger
Updated Contact
Triggers when an existing contact is updated.
Trigger
Updated Order
Triggers when an existing order is updated.
Trigger
Updated Reservation
Triggers when an existing reservation is updated.
Action
Create Contact
Creates a new contact in the system.
Action
Create Order
Creates a new order in the system.
Action
Create Reservation
Creates a new reservation in the system.
Action
Find Contact
Find a contact in the system.
Action
Find Lead
Find a lead in the system.
Action
Find Order
Find an order in the system.
Action
Update Contact
Updates a contact in the system.
Action
Update Order
Updates an order in the system.
Action
Update Reservation
Updates a reservation in the system.

Each app on its own

The other way round: Centerflow to Ortto