--- title: "Connect Ortto to tl;dv - APIANT.ai" description: "When \"Fields Updated\" fires in Ortto, your agent runs \"Get notes\" in tl;dv. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/ortto-to-tl-dv" --- # Connect Ortto to tl;dv When **Fields Updated** fires in [Ortto](https://apiant.ai/connections/ortto), your agent runs **Get notes** in [tl;dv](https://apiant.ai/connections/tl-dv). Describe the whole flow and it is built, tested on every scenario and kept running. Ortto **4** triggers Ortto **10** actions tl;dv **5** 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 tl;dv 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 tl;dv - When **Fields Updated** in Ortto then **Get notes** in tl;dv - When **New Activity Occurred** in Ortto then **Get meeting** in tl;dv 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 tl;dv ## Triggers and actions 4 triggers · 15 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 **Get meeting** Returns a tl;dv meeting by its id, including its name, date, duration, organizer, invitees and link. - Action **Get notes** Returns the AI-generated notes of a tl;dv meeting: the structured notes, the topics with their summaries, and the full notes as markdown. - Action **Get recording download** Downloads the recording file of a tl;dv meeting so it can be passed to a later step, such as saving it to cloud storage. - Action **Get transcript** Returns the full transcript of a tl;dv meeting, sentence by sentence with speaker and timing. The transcript is only available once it is complete. - Action **List meetings** Returns the meetings recorded in your tl;dv account, optionally filtered by search text, date range, meeting type or folder. ## 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) - [ **tl;dv** tl;dv is an AI meeting note taker that let's you record, transcribe, and summarize your Google Meet and Zoom...](https://apiant.ai/connections/tl-dv) Reviews ## What our customers say ## More from Ortto - [ **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) - [ **Ortto to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/ortto-to-pipedrive) ## More into tl;dv - [ **HubSpot to tl;dv** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tl-dv) - [ **Salesforce to tl;dv** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tl-dv) - [ **Slack to tl;dv** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tl-dv) - [ **Google Sheets to tl;dv** Google Sheets](https://apiant.ai/connect/google-sheets-to-tl-dv) - [ **Gmail to tl;dv** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tl-dv) - [ **Google Calendar to tl;dv** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tl-dv) Questions ## Ortto and tl;dv, 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 tl;dv when something happens in Ortto? Any of tl;dv's 5 actions, including Get meeting, Get notes, Get recording download and Get transcript. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from tl;dv to Ortto? tl;dv has no triggers in the catalog today, so automations start in Ortto. If you need the other direction, ask: your agent reads tl;dv's API documentation and adds it. ### ### Do I have to build a connector for Ortto or tl;dv? 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 tl;dv 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.