Connect Ortto to DocuWriter.ai

Both apps 24Ortto 14DocuWriter.ai 10

• 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 Generation

  Triggers when new generation is created.

• Action
  Add document

  Create a new document within a Space. POST /api/spaces/{space}/documents (Bearer token auth).

• Action
  Add space

  Create a new Space to organize documentation. POST /api/spaces (Bearer token auth).

• Action
  Delete document

  Delete a document within a Space. DELETE /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).

• Action
  Find documents by keyword

  Search for documents within a Space by keyword. POST /api/spaces/{space}/search (Bearer token auth).

• Action
  Get document

  Retrieve a document within a Space by id. GET /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).

• Action
  Get generation

  Retrieve a single documentation generation by id, including its status and result. GET /api/generations/{id} (Bearer token auth).

• Action
  List generations

  List the user's documentation generations. GET /api/generations (Bearer token auth).

• Action
  List spaces

  List the user's Spaces (collaborative documentation collections). GET /api/spaces (Bearer token auth).

• Action
  Update document

  Update an existing document within a Space. PUT /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).

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