Integration

Connect Ortto to Conversion Tools

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

Ortto4 triggersOrtto10 actionsConversion Tools4 triggersConversion Tools2 actions

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What do you want Ortto and Conversion Tools 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 Conversion Tools

Triggers and actions 8 triggers · 12 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
Conversion Failed
Triggered when a file conversion fails, giving the reason it failed.
Trigger
Conversion Result Available
Triggered when a finished conversion has its result file ready to download.
Trigger
Conversion Started
Triggered when a new file conversion is submitted, while it is still queued or running.
Trigger
Conversion Successfully Finished
Triggered when a file conversion finishes successfully.
Action
Convert File
Uploads a file to Conversion Tools and starts converting it, returning the conversion ID. Use one of the result triggers or Convert File and Get the Result to pick up the converted file.
Action
Convert File and Get the Result
Uploads a file to Conversion Tools, converts it, waits for the conversion to finish and returns a link to download the result.

Each app on its own

The other way round: Conversion Tools to Ortto