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Triggers and actions 7 triggers ยท 26 actions
Trigger
Fields UpdatedTriggers when the specified field(s) of a record have been updated in your Ortto account.
Trigger
New Activity OccurredTriggers when a new Ortto activity occurs.
Trigger
New Record CreatedTriggers when a new record (contact or organization) has been added to your Ortto account.
Trigger
Tag Added/RemovedTriggers when a tag has beed added to, or removed from, a record.
Action
Add Custom FieldCreate 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 RecordCreate a new record (person, organization), or update an existing record in your Ortto account.
Action
Delete RecordArchive, 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 RecordFetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.
Action
List ActivitiesRetrieve 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 SMSOpt out a person from all SMS communications.
Action
Search or Create RecordsSearch your Ortto data for a record based on the provided field or optionally create one if none is found.
Action
Tag/Untag RecordsAdds or removes tags on a person or an account in Ortto, matching the record by email address or account name.
Action
Unsubscribe a PersonUnsubscribe a person from all emails.
Action
Update Audience SubscriptionSubscribe 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 ContactPolls for newly created contacts across the account.
Trigger
New Contact in ListPolls for contacts newly added to a specific contact list.
Trigger
New Contact ListPolls for newly created contact lists.
Action
Add Contact to ListAdd (subscribe) a contact to a contact list via managecontact.
Action
Create ContactCreate a new contact.
Action
Create Contact ListCreate a new contact list.
Action
Create Contact PropertyCreate a custom contact property (contactmetadata).
Action
Delete Contact ListDelete a contact list by ID.
Action
Get ContactRetrieve a contact by ID or email address.
Action
Get Contact ListRetrieve a contact list by ID.
Action
Get Contacts in ListList contacts belonging to a specific contact list.
Action
Get MessageRetrieve a message by its ID.
Action
Get StatisticsRetrieve aggregated message/campaign statistics counters.
Action
List Contact ListsList all contact lists.
Action
List ContactsList contacts with optional pagination.
Action
Manage Contact DataUpdate the property (contactdata) values for a contact.
Action
Remove Contact from ListUnsubscribe/remove a contact from a contact list via managecontact.
Action
Send EmailSend a transactional or marketing email via the Send API v3.1.
Action
Update ContactUpdate a contact's name or campaign-exclusion status.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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