Integration

Connect Ortto to Myphoner

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

Ortto4 triggersOrtto10 actionsMyphoner11 triggersMyphoner14 actions

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Everything your agent can do with Ortto and Myphoner

Triggers and actions 15 triggers · 24 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
Archived Lead
Triggers when a lead is archived (marked 'archive').
Trigger
Call Back
Triggers when a lead is marked for 'call back'.
Trigger
Lead updated (instant)
Fires when a lead's information is updated by an agent (webhook event: lead_updated).
Trigger
Lost Lead
Triggers when a lead is lost (marked 'loser').
Trigger
New call (instant)
Fires when a new call is conducted (webhook event: new_call).
Trigger
New call recording (instant)
Fires when a new call recording becomes available (webhook event: new_recording).
Trigger
New comment (instant)
Fires when a new comment is created for a lead (webhook event: new_comment).
Trigger
New lead (instant)
Fires when a new lead is created in Myphoner (webhook event: lead_created).
Trigger
New Winner
Triggers when a lead is won.
Trigger
Text message received (instant)
Fires when a text message is received from a lead (webhook event: inbound_text).
Trigger
Text message sent (instant)
Fires when a text message is sent to a lead (webhook event: text).
Action
Archive a lead
Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.
Action
Create a list
Creates a new lead list in Myphoner, optionally defining its columns.
Action
Create Lead
Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
Action
Find Lead
Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
Action
Get a lead
Returns one Myphoner lead by its ID, including every column defined on the lead's list.
Action
Get a list
Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
Action
List leads
Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
Action
List lists
Returns every lead list in the Myphoner account, with each list's name, ID and lead count.
Action
Mark Lead as Loser
Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.
Action
Mark Lead as Winner
Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.
Action
Mark Lead for Call Back
Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.
Action
Move a lead to another list
Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
Action
Search for Lead
Searches Myphoner leads for your text and returns every match, optionally limited to certain lists.
Action
Update Lead
Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.

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The other way round: Myphoner to Ortto