Connect Ortto to Teamwork

Both apps 42Ortto 14Teamwork 28

• 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. Endpoint: POST /v1/custom-field/create. Vendor doc: https://help.ortto.com/developer/latest/api-reference/custom-field/

• 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. 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 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. 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 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. Endpoint: POST /v1/audience/subscribe. Vendor doc: https://help.ortto.com/developer/latest/api-reference/audiences/

• Trigger
  New Company

  Triggered when a new company is added.

• Trigger
  New Milestone

  Triggered when a new milestone is added.

• Trigger
  New Person

  Triggered when a new person is added.

• Trigger
  New Project

  Triggered when a new project is added.

• Trigger
  New Task

  Triggered when a new task is added.

• Trigger
  New Time Entry

  Triggered when a new time entry is added.

• Action
  Add Company

  Creates a new company.

• Action
  Add Message

  Adds a message to the specified project.

• Action
  Add Milestone

  Adds a new milestone to the specified project.

• Action
  Add Time Entry

  Logs a time entry against the specified task.

• Action
  Complete Task

  Marks a task as complete.

• Action
  Create Project

  Adds a new project.

• Action
  Create Task

  Adds a new task to the specified task list.

• Action
  Create Task List

  Creates a new task list in the specified project.

• Action
  Delete Project

  Deletes a project by ID.

• Action
  Delete Task

  Deletes a task by ID.

• Action
  Get Project

  Returns a single project by ID.

• Action
  Get Task

  Returns a single task by ID.

• Action
  List Companies

  Returns all companies on the site.

• Action
  List Milestones

  Returns all milestones on the site.

• Action
  List People

  Returns all people on the site.

• Action
  List Projects

  Returns all projects on the Teamwork site.

• Action
  List Task Lists

  Returns all task lists in the specified project.

• Action
  List Tasks

  Returns all tasks across the site.

• Action
  List Tasks in Project

  Returns all tasks in the specified project.

• Action
  List Time Entries

  Returns time entries across the site.

• Action
  Update Project

  Updates an existing project.

• Action
  Update Task

  Updates an existing task.

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