Connect Ortto to eSignatures

Both apps 29Ortto 14eSignatures 15

• 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
  Contract Signed

  Triggers when a contract is signed by all signers.

• Trigger
  Contract Withdrawn

  Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".

• Trigger
  Signer Declined Signature

  Fires when a signer declines to sign the contract. Webhook event "Signer declined the signature".

• Trigger
  Signer Viewed Contract

  Fires when a signer opens/views the contract. Webhook event "Signer viewed the contract".

• Action
  Add Signer

  Add a new signer to an existing contract. POST /api/contracts/:id/signers (Contracts - Signers - Add).

• Action
  Add Template

  Create a new reusable contract template. POST /api/templates (Templates - New).

• Action
  Create Contract

  Creates a new contract.

• Action
  Delete Signer

  Remove a signer from a contract that has not yet signed. DELETE /api/contracts/:id/signers/:signer_id (Contracts - Signers - Delete).

• Action
  Delete Template

  Delete a contract template. DELETE /api/templates/:id (Templates - Delete).

• Action
  Get Contract

  Retrieve a contract's current status, signer states, and metadata. GET /api/contracts/:id (Contracts - Query).

• Action
  Get Template

  Retrieve a contract template's details. GET /api/templates/:id (Templates - Query).

• Action
  List Templates

  List all contract templates in the account. GET /api/templates (Templates - List).

• Action
  Send Contract Draft

  Send a previously created draft contract to its signers. POST /api/contracts/:id/send (Contracts - Send draft).

• Action
  Update Template

  Update an existing contract template's title or settings. PUT /api/templates/:id (Templates - Update).

• Action
  Withdraw Contract

  Withdraw (cancel) a contract that has been sent but not fully signed. POST /api/contracts/:id/withdraw (Contracts - Withdraw).

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