Connect Ortto to MaidCentral

Both apps 33Ortto 14MaidCentral 19

• 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 UTM Data to Lead

  Attaches UTM campaign tracking data to a lead, found by its ID, email or phone.

• Action
  Book Quote

  Books a quote: converts the lead into a customer and schedules the first job for one scope of work.

• Action
  Calculate Price

  Calculates the price of one scope of work at a frequency, without creating a lead or any other record.

• Action
  Create Lead

  Creates a lead from a person's contact details, or updates the lead when a lead ID is given.

• Action
  Create or Update Quote

  Creates a quote for a lead with a service address and one scope of work, or updates it when a quote ID is given.

• Action
  Get Lead

  Returns a lead by its ID, with its contact details, status, source and addresses.

• Action
  Get Quote

  Returns a quote by its ID, with its scopes of work and prices.

• Action
  List Available Job Dates

  Returns the dates a job can be booked for a scope group, given the job's hours or amount.

• Action
  List Billing Terms

  Returns the billing terms set up in MaidCentral (ID and name), used when booking a quote.

• Action
  List Customer Sources

  Returns the customer sources (how a lead heard about the company), each with an ID and name.

• Action
  List Note Types

  Returns the note types (Email, Note, Phone Call, Text Message) with their IDs.

• Action
  List Questions

  Returns the quote questions to answer for the given scopes of work.

• Action
  List Rate Modifications

  Returns the rate modifications (add-ons, adjustments and discounts) available for a scope group.

• Action
  List Scope Frequencies

  Returns the frequency options (for example weekly or one-time) for a scope of work.

• Action
  List Scope Groups

  Returns the company's scope groups (service categories) with their scopes of work and frequency options.

• Action
  List Scopes

  Returns the scopes of work in a scope group, with their frequency options.

• Action
  List Service Postal Codes

  Returns the postal codes the company services, grouped by home zone.

• Action
  List Tags

  Returns the tags with their categories, used to tag leads, customers, homes and jobs.

• Action
  List Teams

  Returns the cleaning teams that jobs can be scheduled to.

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