--- title: "Connect Ortto to smartQ - APIANT.ai" description: "When \"Fields Updated\" fires in Ortto, your agent runs \"Create Task\" in smartQ." canonical: "https://apiant.ai/connect/ortto-to-smartq" --- # Connect Ortto to smartQ When **Fields Updated** fires in [Ortto](https://apiant.ai/connections/ortto), your agent runs **Create Task** in [smartQ](https://apiant.ai/connections/smartq). Describe the whole flow and it is built, tested on every scenario and kept running. Ortto **4** triggers Ortto **10** actions smartQ **9** 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 smartQ 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 smartQ - When **Fields Updated** in Ortto then **Create Task** in smartQ - When **New Activity Occurred** in Ortto then **Create Ticket** in smartQ 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 smartQ ## Triggers and actions 4 triggers · 19 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 **Create Note** Creates a note in the system. - Action **Create Project** Creates a new Project - Action **Create Task** Creates a new Task in Ticket. - Action **Create Ticket** Creates a ticket in the system. - Action **Find Ticket** Returns the tickets in a smartQ project whose name contains the specified text, optionally narrowed by stage, assignee or deadline. - Action **Find Ticket by Id** Finds a ticket by Id in the system. - Action **Find User by Id** Looks up a smartQ user by their ID and returns their details. - Action **Move Ticket** Moves a ticket to a different step (stage) of its project's workflow. - Action **Update Ticket** Updates an existing ticket by ID. Only the fields you fill in are changed. ## 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) - [ **smartQ** smartQ is an online visual ticket board for workflow management and team collaboration based on Kanban.](https://apiant.ai/connections/smartq) 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 smartQ - [ **Better Uptime to smartQ** Uptime and incident monitoring service that checks websites, APIs, and servers, alerts on-call teams, and...](https://apiant.ai/connect/better-uptime-to-smartq) - [ **Escrow to smartQ** API for managing secure escrow transactions, holding buyer funds until goods or services are delivered and...](https://apiant.ai/connect/escrow-to-smartq) - [ **HubSpot to smartQ** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-smartq) - [ **Salesforce to smartQ** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-smartq) - [ **Slack to smartQ** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-smartq) - [ **Google Sheets to smartQ** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-smartq) Questions ## Ortto and smartQ, 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 smartQ when something happens in Ortto? Any of smartQ's 9 actions, including Create Note, Create Project, Create Task and Create Ticket. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from smartQ to Ortto? smartQ has no triggers in the catalog today, so automations start in Ortto. If you need the other direction, ask: your agent reads smartQ's API documentation and adds it. ### ### Do I have to build a connector for Ortto or smartQ? 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 smartQ 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.