Integration

Connect Process Street to Ortto

When something happens in Process Street, your agent does the next thing in Ortto. Describe it in plain language and the automation is built, tested on every branch and kept running.

Process Street4 triggersProcess Street8 actionsOrtto4 triggersOrtto10 actions

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What do you want Process Street and Ortto 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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Everything your agent can do with Process Street and Ortto

Triggers and actions 8 triggers · 18 actions

Trigger
New Comment Attachment
Triggers when someone attaches a file to a comment in a workflow run.
Trigger
New Task Checked
Triggers when a task is checked off in a workflow.
Trigger
New Workflow Run
Triggers when a workflow is run.
Trigger
Task Ready
Triggers when a task is ready to be worked on.
Action
Create Data Set Record
Adds a new record to a data set.
Action
Delete Data Set Record
Deletes an existing record in a data set.
Action
Find Data Set Records
Search for data set records by form fields.
Action
Find Workflow Run
Search for a workflow run by ID, name, form fields, and other attributes.
Action
Run Workflow
Runs a workflow.
Action
Update Data Set Record
Updates an existing record in a data set.
Action
Update Task
Update a task in a workflow run.
Action
Update Workflow Run
Update an existing workflow run.
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/

Each app on its own

The other way round: Ortto to Process Street