Connect Ortto to Project Broadcast

Both apps 31Ortto 14Project Broadcast 17

• 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 broadcast message

  Creates a broadcast message sent to a set of contacts, either immediately or at a scheduled time.

• Action
  Add smart list

  Creates a new smart list in Project Broadcast with the given name.

• Action
  Add tag to contacts

  Adds a tag to one or more contacts. The tag is created if it does not already exist.

• Action
  Add to Campaign

  Adds a contact to a campaign, optionally with the contact's event date for event campaigns.

• Action
  Apply Keyword

  Applies a keyword to a contact, triggering that keyword's actions for them, and returns the updated contact.

• Action
  Delete contact

  Permanently deletes a contact from your Project Broadcast account.

• Action
  Find campaigns

  Searches your Project Broadcast campaigns by name and returns the matching campaigns.

• Action
  Find Contact

  Searches contacts by a search term and optional filters such as tags, campaign or opt-in status, and returns the matching contacts.

• Action
  Find keywords

  Searches your Project Broadcast keywords by term and returns the matching keywords.

• Action
  Find smart lists

  Searches smart lists by name and returns the matching lists.

• Action
  Find templates

  Searches your Project Broadcast templates by name or content, optionally filtered by content type, and returns the matching templates.

• Action
  Get campaign

  Returns a single campaign's details (id, name and type) by its ID.

• Action
  Get contact

  Returns a contact's details, looked up by contact ID, phone number or email address.

• Action
  Remove contact from campaign

  Removes a contact from a Project Broadcast campaign and returns the campaign.

• Action
  Remove contacts from smart list

  Removes one or more contacts from a Project Broadcast smart list.

• Action
  Remove tag from contacts

  Removes a tag from one or more contacts.

• Action
  Send Message

  Sends a text message to a Project Broadcast contact, either now or at a scheduled time, using your own text or a saved template.

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