Integration
Connect Ortto to SparrowDesk
When something happens in Ortto, your agent does the next thing in SparrowDesk. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Ortto and SparrowDesk 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.
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Triggers and actions 6 triggers ยท 27 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
New ContactFires when a new contact is created. Poll GET /contacts sorted by creation date, or via new webhook subscription on contact-created event.
Trigger
New TicketFires when a new conversation (ticket) is created. Poll GET /conversations sorted by creation date, or via new webhook subscription on ticket-created event.
Action
Add CompanyCreate a company. POST /companies
Action
Add Ticket ReplyCreate a reply on a conversation (ticket). POST /conversations/{id}/reply
Action
Create ContactCreates a new contact in your SparrowDesk account.
Action
Create TicketCreates a new ticket (conversation) in your SparrowDesk account.
Action
Delete ContactDelete a contact by ID. DELETE /contacts/{id}
Action
Delete TicketDelete a conversation (ticket) by ID. DELETE /conversations/{id}
Action
Get CompanyRetrieve a company by ID. GET /companies/{id}
Action
Get ContactRetrieve a single contact by ID. GET /contacts/{id}
Action
Get TicketRetrieve a single conversation (ticket) by ID. GET /conversations/{id}
Action
List CompaniesList all companies. GET /companies
Action
List ContactsList all contacts. GET /contacts
Action
List MembersList all team members on the account. GET /members
Action
List TagsList all tags on the account. GET /tags
Action
List TicketsList all conversations (tickets). GET /conversations
Action
Update CompanyUpdate a company by ID. PATCH /companies/{id}
Action
Update ContactUpdate a contact by ID. PATCH /contacts/{id}
Action
Update TicketUpdate a conversation (ticket) by ID. PATCH /conversations/{id}
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.