--- title: "Connect Ortto to SimpleKPI - APIANT.ai" description: "When \"Fields Updated\" fires in Ortto, your agent runs \"Get user\" in SimpleKPI." canonical: "https://apiant.ai/connect/ortto-to-simplekpi" --- # Connect Ortto to SimpleKPI When **Fields Updated** fires in [Ortto](https://apiant.ai/connections/ortto), your agent runs **Get user** in [SimpleKPI](https://apiant.ai/connections/simplekpi). Describe the whole flow and it is built, tested on every scenario and kept running. Ortto **4** triggers Ortto **10** actions SimpleKPI **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Ortto and SimpleKPI to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Ortto can start in SimpleKPI - When **Fields Updated** in Ortto then **Get user** in SimpleKPI - When **New Activity Occurred** in Ortto then **Add KPI** in SimpleKPI Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Ortto and SimpleKPI ## Triggers and actions 4 triggers · 22 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. - 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 KPI** Creates a new KPI. - Action **Add KPI category** Creates a new KPI category used to organize KPIs. - Action **Add or Update a KPI Data Entry** Adds a KPI data entry for a user, KPI and date, or updates the existing entry for that same KPI, date and breakdown set. - Action **Delete KPI** Deletes a KPI and all of its data entries. - Action **Delete KPI entry** Deletes a KPI data entry by id. - Action **Get KPI** Fetch a single KPI by its id. - Action **Get KPI entry** Retrieves a single KPI data entry by id. - Action **Get user** Retrieves a single user by id. - Action **Increment a KPI Data Entry** Adds an amount to the actual value of a user's KPI entry for a date, creating the entry if none exists yet. Use a negative amount to decrement. The existing target and notes are kept unless you supply new ones. - Action **List KPI categories** Lists the KPI categories in the SimpleKPI account. - Action **List users** Lists the users on your SimpleKPI account. - Action **Update KPI** Replaces a KPI's settings in SimpleKPI with the values supplied. ## Each app on its own - [ **Ortto** Grow your brand faster with a customer data and marketing automation platform designed for businesses who...](https://apiant.ai/connections/ortto) - [ **SimpleKPI** SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics -...](https://apiant.ai/connections/simplekpi) Reviews ## What our customers say ## More from Ortto - [ **Ortto to Dribbble** Dribbble is a place to show and tell, promote, discover, and explore design.](https://apiant.ai/connect/ortto-to-dribbble) - [ **Ortto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ortto-to-salesforce) - [ **Ortto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ortto-to-slack) - [ **Ortto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ortto-to-stripe) - [ **Ortto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ortto-to-shopify) - [ **Ortto to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ortto-to-quickbooks-online) ## More into SimpleKPI - [ **HubSpot to SimpleKPI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-simplekpi) - [ **Salesforce to SimpleKPI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-simplekpi) - [ **Slack to SimpleKPI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-simplekpi) - [ **Google Sheets to SimpleKPI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-simplekpi) - [ **Gmail to SimpleKPI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-simplekpi) - [ **Google Calendar to SimpleKPI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-simplekpi) Questions ## Ortto and SimpleKPI, answered ### ### What can start an automation from Ortto? Any of Ortto's 4 triggers in the catalog, including Fields Updated, New Activity Occurred, New Record Created and Tag Added/Removed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SimpleKPI when something happens in Ortto? Any of SimpleKPI's 12 actions, including Update KPI, Add KPI, Add KPI category and Add or Update a KPI Data Entry. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SimpleKPI to Ortto? SimpleKPI has no triggers in the catalog today, so automations start in Ortto. If you need the other direction, ask: your agent reads SimpleKPI's API documentation and adds it. ### ### Do I have to build a connector for Ortto or SimpleKPI? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Ortto and SimpleKPI without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.