Integration

Connect Ortto to HelloSign

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

Ortto4 triggersOrtto10 actionsHelloSign1 triggerHelloSign8 actions

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What do you want Ortto and HelloSign 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 HelloSign

Triggers and actions 5 triggers · 18 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 Signature Request
Triggers when a new signature request appears in the account.
Action
Cancel Signature Request
Cancels an incomplete signature request.
Action
Get Account
Returns information about the current Dropbox Sign account.
Action
Get Signature Request
Retrieves a single signature request by its ID.
Action
Get Signature Request Files
Returns a download URL for the documents of a signature request as a PDF.
Action
List Signature Requests
Lists signature requests for the account, paginated and ordered newest first.
Action
List Templates
Lists the reusable templates available to the account.
Action
Send Reminder
Sends an email reminder to a signer to sign a pending signature request.
Action
Send Signature Request
Creates and sends a new signature request using document file URLs and a list of signers.

Each app on its own

The other way round: HelloSign to Ortto