Integration

Connect Ortto to Placid

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

Ortto4 triggersOrtto10 actionsPlacid7 actions

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What do you want Ortto and Placid 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 Placid

Triggers and actions 4 triggers · 17 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/
Action
Convert File to URL
Convert files from previous steps into media URLs
Action
Create Image
Create an Image from one of your templates
Action
Create PDF
Create a PDF from one of your templates
Action
Create Video
Create a Video from one of your templates
Action
Get Image
Retrieve an image by its ID (for usage with queued images after a delay for processing)
Action
Get PDF
Retrieve a PDF by its ID (for usage with queued pdfs after a delay for processing)
Action
Get Video
Retrieve a Video by its ID

Each app on its own

The other way round: Placid to Ortto