--- title: "Connect Ortto to Evervault - APIANT.ai" description: "When \"Fields Updated\" fires in Ortto, your agent runs \"Add card\" in Evervault." canonical: "https://apiant.ai/connect/ortto-to-evervault" --- # Connect Ortto to Evervault When **Fields Updated** fires in [Ortto](https://apiant.ai/connections/ortto), your agent runs **Add card** in [Evervault](https://apiant.ai/connections/evervault). Describe the whole flow and it is built, tested on every scenario and kept running. Ortto **4** triggers Ortto **10** actions Evervault **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Ortto and Evervault to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Ortto can start in Evervault - When **Fields Updated** in Ortto then **Add card** in Evervault - When **New Activity Occurred** in Ortto then **Add client token** in Evervault Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Ortto and Evervault ## Triggers and actions 4 triggers · 37 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. - 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. - 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. - 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. - Action **Add 3DS session** Create a 3-D Secure authentication session. - Action **Add acquirer** Create an acquirer. - Action **Add card** Register a card for use with Evervault payments features. - Action **Add client token** Create a short-lived client-side token for browser/mobile encryption. - Action **Add cryptogram** Generate a cryptogram for a network token. - Action **Add custom domain** Attach a custom domain to a Relay. - Action **Add merchant** Create a merchant. - Action **Add network token** Create a network token for a card. - Action **Add relay** Create a Relay, Evervault's encrypting reverse proxy. - Action **Decrypt** Decrypt an Evervault-encrypted value. - Action **Delete acquirer** Delete an acquirer. - Action **Delete card** Delete a registered card. - Action **Delete custom domain** Remove a custom domain from a Relay. - Action **Delete merchant** Delete a merchant. - Action **Delete network token** Delete a network token. - Action **Delete relay** Delete a Relay. - Action **Encrypt** Encrypt a value using Evervault client-side encryption. - Action **Fingerprint a value** Generate a deterministic fingerprint for a value. - Action **Get acquirer** Retrieve an acquirer by ID. - Action **Get card insights** Retrieve enriched insights for a card. - Action **Get merchant** Retrieve a merchant by ID. - Action **Get relay** Retrieve a Relay by ID. - Action **List acquirers** List acquirers configured on the account. - Action **List custom domains** List custom domains attached to a Relay. - Action **Update acquirer** Update an acquirer's details. - Action **Update merchant** Update a merchant's details. - Action **Update relay** Update a Relay's configuration. ## Each app on its own - [ **Ortto** Grow your brand faster with a customer data and marketing automation platform designed for businesses who...](https://apiant.ai/connections/ortto) - [ **Evervault** Evervault provides secure encryption infrastructure for developers.](https://apiant.ai/connections/evervault) Reviews ## What our customers say ## More from Ortto - [ **Ortto to Dribbble** Dribbble is a place to show and tell, promote, discover, and explore design.](https://apiant.ai/connect/ortto-to-dribbble) - [ **Ortto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ortto-to-salesforce) - [ **Ortto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ortto-to-slack) - [ **Ortto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ortto-to-stripe) - [ **Ortto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ortto-to-shopify) - [ **Ortto to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ortto-to-quickbooks-online) ## More into Evervault - [ **Openlayer to Evervault** Openlayer is a platform for monitoring, evaluating, and testing AI and ML models in production.](https://apiant.ai/connect/openlayer-to-evervault) - [ **HubSpot to Evervault** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-evervault) - [ **Salesforce to Evervault** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-evervault) - [ **Slack to Evervault** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-evervault) - [ **Google Sheets to Evervault** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-evervault) - [ **Gmail to Evervault** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-evervault) Questions ## Ortto and Evervault, answered ### ### What can start an automation from Ortto? Any of Ortto's 4 triggers in the catalog, including Fields Updated, New Activity Occurred, New Record Created and Tag Added/Removed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Evervault when something happens in Ortto? Any of Evervault's 27 actions, including Update acquirer, Update merchant, Update relay and Add 3DS session. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Evervault to Ortto? Evervault has no triggers in the catalog today, so automations start in Ortto. If you need the other direction, ask: your agent reads Evervault's API documentation and adds it. ### ### Do I have to build a connector for Ortto or Evervault? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Ortto and Evervault without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.