Connect Ortto and Streamtime

Both apps 39Ortto 14Streamtime 25

• 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.

• Trigger
  Company Created

  Triggers when a new company is created in Streamtime.

• Trigger
  Company Updated

  Triggers when a company in Streamtime is created or any of its details change.

• Trigger
  Job Activity

  Triggers when a new activity entry (comment, post or update notification) is added to a Streamtime job.

• Trigger
  Job Comment Created

  Triggers when a new comment is posted on a Streamtime job.

• Trigger
  Job Created

  Triggers when a new job is created in Streamtime.

• Trigger
  Label Added

  Triggers when a label is added to a specific Streamtime record (job, quote, invoice, company, contact, etc.), or when a new master label is created for a label type if no record is chosen.

• Trigger
  Quote Approved

  Triggers when a quote is approved in Streamtime.

• Trigger
  Quote Sent

  Triggers when a quote is sent to a client in Streamtime.

• Action
  Add Label

  Adds a label to a job, quote, invoice, logged expense, company, contact, user or job group in Streamtime.

• Action
  Create Company

  Creates a new company (client or supplier) in Streamtime.

• Action
  Create Contact

  Creates a new contact under a company in Streamtime.

• Action
  Create Expense

  Creates a logged expense against a job in Streamtime.

• Action
  Create Job Comment

  Adds a comment to a Streamtime job's activity feed.

• Action
  Create Job Post

  Creates a post in a job's activity feed in Streamtime.

• Action
  Create Personal ToDo

  Creates a personal To Do (a time entry not attached to any job) for a Streamtime user on a given date.

• Action
  Find Branch

  Finds Streamtime branches whose name or external name matches the given branch name.

• Action
  Find Company

  Finds companies in Streamtime that match a search filter, such as a company name.

• Action
  Find Contact

  Searches Streamtime contacts matching a filter and returns the matching contacts.

• Action
  Find Expense

  Finds logged expenses in Streamtime that match a search filter, such as a supplier, job or date condition.

• Action
  Find Invoice

  Finds invoices in Streamtime that match a search filter, such as an invoice number, company or status.

• Action
  Find Job

  Finds jobs that match a search filter, such as a job name or status condition.

• Action
  Find Quote

  Searches Streamtime quotes matching a filter and returns the matching quotes.

• Action
  Find User

  Finds users in your Streamtime organisation by email address or display name.

• Action
  Get ToDo

  Returns a single Streamtime To Do (logged time entry) by its id, including its date, minutes, notes, status and costs.

• Action
  List Job Activity Entries

  Returns the activity entries (comments, posts and update notifications) on a Streamtime job, optionally limited to one activity type.

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