Integration
Connect Ortto to Rocketlane
When something happens in Ortto, your agent does the next thing in Rocketlane. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Ortto and Rocketlane 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.
Ask the assistant
You'll sign in before anything runs. What you typed comes with you.
Or work from Claude Code
Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.
Connect Claude CodeEverything your agent can do with Ortto and Rocketlane
Triggers and actions 10 triggers ยท 21 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
Account CreatedTriggers when a new account is created.
Trigger
Account UpdatedTriggers when a account is updated.
Trigger
Project CreatedTriggers when a new project is created.
Trigger
Project UpdatedTriggers when a project is updated.
Trigger
Task CreatedTriggers when a new task is created.
Trigger
Task UpdatedTriggers when a new task is updated.
Action
Archive ProjectArchives a project.
Action
Create AccountCreates an account.
Action
Create ProjectCreates a project.
Action
Create TaskCreates a Task.
Action
Delete ProjectDeletes a project.
Action
Post Task MessageCreates a new Task message.
Action
Search ProjectSearch Project By Id.
Action
Search TaskSearch Task By Id.
Action
Update ProjectUpdates a project.
Action
Update TaskUpdates a Task.
Action
UserSearch User By Email Id.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.