Sales & CRM ยท CONNECTIONManage Orgo contacts, members, contracts, events, registrations and payments.
Explore 53 workflow actions for Orgo, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Captures a held Stripe payment intent, completing the charge.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Approves a user-submitted comment on a donation payment, making it visible on the public donation page.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes multiple contacts in a single request.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Cancels a payment that is in pendingaccept status via Stripe payment intent cancellation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Confirms an invited attendee, upgrading their status to success and sending them a ticket with QR code via email.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a new contact record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Assigns a contract to a user or contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Admin endpoint for assigning a contract to a user or contact with extended write permissions.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a new event in draft status.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a new fee payment batch record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a new webhook subscription or updates an existing one if a subscription with the same URL already exists for the tenant.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently deletes a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently deletes a contract-user record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently deletes an event.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes an event attendance record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently deletes a fee payment batch record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently deletes a user account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently deletes a webhook subscription and its delivery logs.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a copy of the event with all settings, tickets, vouchers, custom fields, speakers, and agenda.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates guest tickets linked to an existing attendee.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Generates an invoice for a successful event registration payment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retrieves a single contact by ID.
Retrieves a single contract-user record by ID.
Returns the full profile of the currently authenticated user including private fields, roles, and tenant settings.
Returns full event details including settings, product/ticketing configuration, and media.
Returns aggregated metrics for the event: attendee counts by registration status, RSVP breakdown, capacity utilization, total/refunded revenue (in cents), per-ticket-tier revenue breakdown, and.
Returns detailed attendance information including registration status, RSVP status, ticket type, payment details, and custom field values.
Retrieves a single fee payment by ID with additional item-level detail (feereaditem group includes associated product payments).
Retrieves a single product payment by ID.
Returns the public profile of a user within the same tenant.
Returns recent delivery attempt logs for a webhook subscription, including request/response details and status codes.
Retrieves a single webhook subscription with full detail including event types, headers, metadata, and configuration.
Returns a paginated list of contacts for the current tenant.
Returns all contract-user records for the current tenant, ordered by ID descending.
Returns event tickets reserved for specific membership levels that match the current users feeTenantProductPrice.
Returns a paginated list of event attendance records, ordered by ID descending (newest first).
Returns a paginated list of events for the current tenant, ordered by start date descending.
Returns a list of fee payment records for the local center.
Returns a paginated list of product payments.
Returns a paginated list of users in the current tenant (50 per page).
Returns a paginated list of webhook subscriptions for the current tenant, 25 items per page.
Creates a new event attendance.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Rejects a user-submitted comment on a donation payment, preventing it from appearing on the public donation page.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates an event template from the current event configuration, including ticket types, voucher definitions, custom field definitions, and settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sends a test payload to the webhook URL and returns the delivery result including HTTP status code, response body, and timing.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates contact fields and persists any custom field values from the request.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates a contract-user record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Admin endpoint for editing a contract-user record with extended write permissions.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates event details.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates attendance fields such as RSVP or registration status.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates a fee payment batch record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates a user profile with admin-level fields (status, permissions, admin-only attributes).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates an existing webhook subscription properties such as event types, URL, secret, retry settings, and active status.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Orgo. A saved workflow is not a completed provider action.
