Integration

Connect Ortto to HubSpot

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

Ortto4 triggersOrtto10 actionsHubSpot29 triggersHubSpot137 actions

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Triggers and actions 33 triggers · 147 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
Company deleted
Triggered on deletion of existing company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
Trigger
Contact deleted
Triggered on deletion of existing contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
Trigger
Deal deleted
Triggered on deletion of existing deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
Trigger
Deal stage changed
Triggers when a deal moves to a new stage in a pipeline.
Trigger
Form submitted
Triggered when a new submission is received for the specified form.
Trigger
New associated object
Triggers when a new record of one CRM object type becomes associated with a record of another object type (for example, a deal linked to a company).
Trigger
New blog post
Triggers on a new blog post added to the selected blog.
Trigger
New calendar task +30d
Triggered when a new calendar task is created in the next 30 days. Note: this applies to HubSpot (Marketing), and not HubSpot CRM's tasks. Note: only supports up to 499 tasks in the next 30 days, an error will occur if more than 499 tasks exist.
Trigger
New company
Triggered when a new company is added.
Trigger
New company (instant)
Triggered on creation of new company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
Trigger
New contact
Triggered on creation of new contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
Trigger
New deal
Triggered on creation of new deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
Trigger
New note added to contact
Triggered when a note is added to a contact. NOTE: notes can be associated to multiple contacts.
Trigger
New or changed engagements
Triggers on new or changed engagements.
Trigger
New or updated company
Triggered when a company is created or modified
Trigger
New or updated contact
Triggers on new or updated contacts.
Trigger
New or updated contact (Custom Fields Included)
Triggered when a contact is created or updated.
Trigger
New or updated deal
Triggered when a deal is created or updated.
Trigger
New or updated ticket
Triggered when a ticket is created or updated.
Trigger
New social media message
Triggered when a new social media message is added.
Trigger
New ticket
Triggers when new ticket is available.
Trigger
Ticket property changed
Triggers when any property of a ticket changes.
Trigger
Two-way sync new or updated companies
A trigger for two-way syncing new and updated companies, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Trigger
Two-way sync new or updated contacts
A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Trigger
Updated company custom property
Triggered when the selected custom property is updated on a company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
Trigger
Updated contact
Triggered when a contact is updated.
Trigger
Updated contact custom property
Triggered when the selected custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
Trigger
Updated contact custom property by name
Triggered when the specified custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
Trigger
Updated deal custom property
Triggered when the selected custom property is updated on a deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
Action
Add company
Adds a new company.
Action
Add contact
Adds a new contact. An error occurs if the email already exists. If a company name is found, the contact is associated with the company. Emits the contact ID if added.
Action
Add contact to list
Adds a contact to the specified contact list.
Action
Add contact to workflow
Enrolls a contact to a workflow provided the workflow ID and the contact email.
Action
Add custom object record
Adds a record to the specified custom object.
Action
Add deal
Creates a new deal and optionally associates it with a contact and/or company.
Action
Add meeting
Creates a meeting engagement.
Action
Add or update company
Adds a new company if the name does not already exist, otherwise updates the existing company. Only non-empty properties are updated.
Action
Add or update contact
Adds or updates a contact. If a company name is found, the contact is associated with the company. The ID of the added/updated contact is emitted as output.
Action
Add or update deal
Searches for a deal by name. If found it updates it, if not it adds it. If a contact email or company name is provided, the deal is associated with them if found.
Action
Add ticket
Adds a new ticket.
Action
Append company dropdown property values
Appends one or more values to a company dropdown property. An error occurs if the named property is not found.
Action
Append company multi-select property dropdown values
Appends one or more dropdown values to a company multi-select property. An error occurs if the named property is not found.
Action
Append contact dropdown property values
Appends one or more values to a contact dropdown property. An error occurs if the named property is not found.
Action
Append contact multi-select property dropdown values
Appends one or more dropdown values to a contact multi-select property. An error occurs if the named property is not found.
Action
Append deal dropdown property values
Appends one or more values to a deal dropdown property. An error occurs if the named property is not found.
Action
Append deal multi-select property dropdown values
Appends one or more dropdown values to a deal multi-select property. An error occurs if the named property is not found.
Action
Append ticket dropdown property values
Appends one or more values to a ticket dropdown property. An error occurs if the named property is not found.
Action
Append ticket multi-select property values
Appends one or more values to a ticket multi-select property. An error occurs if the named property is not found.
Action
Clear contact property value
Erases the value of specified property for the specified contact.
Action
Clear deal property value
Erases the value of specified property for the specified deal.
Action
Clear ticket property value
Erases the value of specified property for the specified ticket.
Action
Convert to valid property name
Converts a string value into a valid property name. Property names must begin with a letter and contain only up to 100 lowercase letters, numbers, or underscores, without any spaces, commas, or special characters.
Action
Copy workflow
Copies the specified workflow. The new workflow will have "COPY" appended to its name.
Action
Create a blog post
Creates a new blog post
Action
Create a company property: boolean checkbox
Creates a boolean checkbox company property. No error occurs if the property already exists.
Action
Create a company property: dropdown select
Creates a dropdown select list company property. No error occurs if the property already exists.
Action
Create a company property group
Creates a company property group. No error occurs if the group already exists.
Action
Create a company property: multi-select
Creates a multi-select list company property. No error occurs if the property already exists.
Action
Create a company property: single value
Creates a company property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.
Action
Create a contact list
Creates a contact list. An error occurs if the list already exists.
Action
Create a contact property: boolean checkbox
Creates a boolean checkbox contact property. No error occurs if the property already exists.
Action
Create a contact property: dropdown select
Creates a dropdown select list contact property. No error occurs if the property already exists.
Action
Create a contact property group
Creates a contact property group. No error occurs if the group already exists.
Action
Create a contact property: multi-select
Creates a multi-select list contact property. No error occurs if the property already exists.
Action
Create a contact property: single value
Creates a contact property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.
Action
Create a deal pipeline and stages
Creates a new deal pipeline and up to 10 stages.
Action
Create a deal property
Creates a deal property. No error occurs if the property already exists.
Action
Create a deal property: boolean checkbox
Creates a boolean checkbox deal property. No error occurs if the property already exists.
Action
Create a deal property: dropdown select
Creates a dropdown select list deal property. No error occurs if the property already exists.
Action
Create a deal property group
Creates a deal property group. No error occurs if the group already exists.
Action
Create a deal property: multi-select
Creates a multi-select list deal property. No error occurs if the property already exists.
Action
Create a deal property: single value
Creates a deal property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.
Action
Create an email engagement
Creates a new engagement.
Action
Create a note engagement
Creates a note engagement.
Action
Create association
Creates an association between two objects
Action
Create association: contact to contact
Creates an association between two contacts
Action
Create association type
Creates an association type between two objects. An error occurs if the association already exists.
Action
Create a task engagement
Creates a new task engagement.
Action
Create a ticket property: boolean checkbox
Creates a boolean checkbox ticket property. No error occurs if the property already exists.
Action
Create a ticket property: dropdown select
Creates a dropdown select list ticket property. No error occurs if the property already exists.
Action
Create a ticket property group
Creates a ticket property group. No error occurs if the group already exists.
Action
Create a ticket property: multi-select
Creates a multi-select list ticket property. No error occurs if the property already exists.
Action
Create a ticket property: single value
Creates a ticket property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.
Action
Create custom association
Creates an association between two objects using a custom association type. Use the "get association types" action to obtain the custom association type.
Action
Create record
Creates a record of the selected CRM object type with the supplied properties.
Action
CRM card: set display values
Builds the results payload a HubSpot CRM card data-fetch request expects: one card entry carrying the record id it describes, its title, an optional link, and the property rows to display.
Action
Delete contact
Deletes a contact provided its contact ID.
Action
Delete contact list
Deletes a contact list specified by ID.
Action
Delete contact secondary email
Deletes the specified secondary email for the specified contact. An error will occur if either the contact or secondary email is not found.
Action
Delete deal
Deletes a deal provided its deal ID.
Action
Delete record
Deletes a record of the selected CRM object type by ID.
Action
Delete ticket
Deletes a ticket provided a ticket ID.
Action
Find companies associated to contact
Returns up to 500 company IDs associated with the specified contact
Action
Find company by name
Searches for a company by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.
Action
Find company by property
Searches for a company by property (case-insensitive) and emits the company's information. Only the first matching company is emitted. If no matches are found, an error occurs.
Action
Find contact by email
Finds a contact by email. If the contact is not found, no information is emitted and no error occurs.
Action
Find contact by property
Search HubSpot contacts by any property name/value pair (EQ filter). Returns the first matching contact's standard fields.
Action
Find contact list by name
Look up a contact list by its name and return its v3 list id. Use this instead of 'Get all contact lists' whenever the id will be passed to a v3 endpoint such as 'Add contact to list': the v1 lists endpoint returns ids from a different id space, and feeding a v1 id to a v3 endpoint silently targets a different list.
Action
Find contacts by property
Returns contact IDs for all contacts matching the specified property value.
Action
Find custom object records associated to contact
Given a HubSpot contact ID and a custom object type, returns the IDs of all custom object records associated to that contact. Paginated via the v4 associations API. Used by the CRMConnect v3.8 membership reconciliation pass.
Action
Find custom object records by property
Returns record IDs for all records of the specified custom object matching the specified property value.
Action
Find deal by name
Searches for a deal by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.
Action
Find deal by property
Searches for a deal by property (case-insensitive) and emits its information. Only the first matching deal is emitted. If no matches are found, an error occurs.
Action
Find deals associated to company
Returns up to 500 deal IDs associated with the specified company
Action
Find deals associated to contact
Returns up to 500 deal IDs associated with the specified contact
Action
Find owner by email
Fetches owner details for an owner with the specified email address.
Action
Find pipeline by name
Finds a pipeline provided its name and its type.
Action
Find recently modified deals
Returns recently modified deals.
Action
Get associated records with labels
List the records associated to a record, including the label and type of each association.
Action
Get association types
Returns all association types between the specified two object types.
Action
Get calls for contact
Returns all calls with the specified contact, optionally within a specified datetime range.
Action
Get calls for deal
Returns all calls with the specified deal, optionally within a specified datetime range.
Action
Get company
Returns company details for the specified ID.
Action
Get contact
Returns contact details for the specified ID.
Action
Get contact list
Read a single contact list by its ID.
Action
Get contact secondary emails
Returns all secondary emails for the specified contact.
Action
Get custom object records batch by IDs
Given a custom object type, a comma-separated list of record IDs, and a comma-separated list of property API names, returns one record per ID with the requested properties, one batch per call. Used by the CRMConnect v3.8 membership reconciliation pass.
Action
Get deal
Returns details for the deal with the specified ID.
Action
Get emails for contact
Returns all emails with the specified contact, optionally within a specified datetime range.
Action
Get emails for deal
Returns all emails with the specified deal, optionally within a specified datetime range.
Action
Get meetings for contact
Returns all meetings with the specified contact, optionally within a specified datetime range.
Action
Get meetings for deal
Returns all meetings with the specified deal, optionally within a specified datetime range.
Action
Get notes for contact
Returns all notes with the specified contact, optionally within a specified datetime range.
Action
Get notes for deal
Returns all notes with the specified deal, optionally within a specified datetime range.
Action
Get Object by Field Value
Looks up a record of the selected HubSpot CRM object type by an exact match on a single property (the Object, Field, and Value settings), returning the first matching record ID.
Action
Get object property info
Returns information for the specified property for the specified company, contact, or deal object type.
Action
Get owner
Returns details for the owner with the specified ID.
Action
Get record
Returns a single record of the selected CRM object type by ID.
Action
Get tasks for contact
Returns all tasks with the specified contact, optionally within a specified datetime range.
Action
Get tasks for deal
Returns all tasks with the specified deal, optionally within a specified datetime range.
Action
Get ticket
Returns details for the ticket with the specified ID.
Action
Get total number of contacts having property
Returns the total number of contacts having the specified property.
Action
Import records from CSV into object
Imports records from a CSV file into a specified object.
Action
List all workflows
Returns the name and id of all workflows visible in the portal.
Action
List contact IDs of a company
Given a company ID, finds all contacts in that company.
Action
List contact list memberships (v3)
Returns the contacts that are currently members of a HubSpot contact list, identified by the list's v3 (ILS) id.
Action
List owners
Returns a list of HubSpot account owners, supporting pagination and optional filtering by email.
Action
List pipelines
Returns the pipelines for deals or tickets, depending on which object type you select.
Action
List pipeline stages
Returns the stages in a specific deal or ticket pipeline.
Action
List records
Lists records of the selected CRM object type.
Action
Log call
Creates a call engagement.
Action
Merge contacts
Merge two contact records. The contact ID will be treated as the primary contact, and the contact ID to merge will be treated as the secondary contact. Most recent property values such as email and name will overwrite older values. For more information please visit: https://knowledge.hubspot.com/contacts/how-do-i-merge-contacts#what
Action
Parse property option errors
Emits arrays of property and option names parsed from the input error message. Empty arrays are emitted if the input error message is empty.
Action
Remove contact from list (v3)
Removes a contact from a HubSpot contact list, using the list's v3 (ILS) id. Only MANUAL and SNAPSHOT lists accept membership changes.
Action
Search contact lists (v3)
Returns the contact lists in the connected HubSpot account, optionally narrowed by a name search, processing type, or object type. Each list comes back with its ILS (v3) list id, name and processing type.
Action
Search records
Searches records of the selected CRM object type by filter criteria.
Action
Submit a form
Submits a form to the Forms API
Action
Two-way sync add or update a company
An action for two-way syncing new and updated companies, with enhanced on-the-fly mapping using company names for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Action
Unsubscribe contact from all lists
Unsubscribes a contact from all lists.
Action
Update company
Updates an existing company specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
Action
Update company multi-select property - check value
Updates the specified multi-select property for the specified company such that the specified value is checked if not already checked.
Action
Update company multi-select property - uncheck value
Updates the specified multi-select property for the specified company such that the specified value is unchecked (removed).
Action
Update contact
Updates an existing contact specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
Action
Update contact multi-select property - check value
Updates the specified multi-select property for the specified contact such that the specified value is checked if not already checked.
Action
Update contact multi-select property - uncheck value
Updates the specified multi-select property for the specified contact such that the specified value is unchecked (removed).
Action
Update contact properties
Updates the values of up to 6 specified properties for the specified contact. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
Action
Update custom object multi-select property - check value
Updates the specified multi-select property for the specified custom object record such that the specified value is checked if not already checked.
Action
Update custom object record
Updates a specified record in the specified custom object.
Action
Update custom object record pipeline and stage
Updates the specified custom object record to place it in the specified pipeline and stage.
Action
Update deal
Updates an existing deal specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased, and the related calculated amounts (amount in home currency, forecast amount) are left intact. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
Action
Update deal multi-select property - check value
Updates the specified multi-select property for the specified deal such that the specified value is checked if not already checked.
Action
Update deal multi-select property - uncheck value
Updates the specified multi-select property for the specified deal such that the specified value is unchecked (removed).
Action
Update record
Updates properties on a record of the selected CRM object type by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
Action
Update ticket multi-select property - check value
Updates the specified multi-select property for the specified ticket such that the specified value is checked if not already checked.
Action
Update ticket multi-select property - uncheck value
Updates the specified multi-select property for the specified ticket such that the specified value is unchecked.
Action
Upload Files
Imports a file into the HubSpot File Manager from a public URL (asynchronous import). Set the source URL plus optional name, public/indexable access, and hidden flag; emits the created file reference.

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