Connect Ortto to Previsto

Both apps 32Ortto 14Previsto 18

• 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
  Completed Assignment

  Triggers when an assignment is marked as completed in Previsto.

• Trigger
  Created Agreement

  Triggers when a new service agreement is created in Previsto.

• Trigger
  Created Assignment

  Triggers when a new assignment is created in Previsto.

• Trigger
  Created Contact

  Triggers when a new contact is created in your Previsto account, and hands on that contact's details.

• Trigger
  Updated Contact

  Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details.

• Action
  Create Agreement

  Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.

• Action
  Create Assignment

  Creates an assignment in Previsto for a customer and returns the created assignment.

• Action
  Create Contact

  Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.

• Action
  Delete agreement

  Deletes a service agreement from Previsto.

• Action
  Delete assignment

  Deletes an assignment from Previsto.

• Action
  Delete contact

  Deletes a contact from Previsto.

• Action
  Get account

  Returns a single Previsto account, including its contact details, roles and location.

• Action
  Get agreement

  Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.

• Action
  Get assignment

  Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.

• Action
  Get contact

  Returns a single Previsto contact, including its address, billing settings and notification preferences.

• Action
  List contacts

  Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.

• Action
  Update agreement

  Updates a service agreement in Previsto and returns the updated agreement.

• Action
  Update contact

  Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.

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