Create, update, find, archive and delete people and accounts in Ortto's CDP, link people to accounts, and read activity feeds, audiences, custom fields, the schema and sent campaigns.
Explore 20 workflow actions for Ortto, including account permissions and operation limits.
10 read actions10 write actions
WORKFLOW ACTIONS
What you can configure.
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.
Add people to account
Write
Associates people with an account.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Archive accounts
Write
Archives accounts.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Archive people
Write
Archives people (Ortto deletes archived people after 29 days unless restored).
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create or update accounts
Write
Creates or updates accounts (organizations), matched by the merge_by fields.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create or update people
Write
Creates or updates 1 to 100 people in the CDP, matched by the merge_by fields, with fields, location and tags.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete accounts
Write
Permanently deletes archived accounts.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete people
Write
Permanently deletes archived people.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Find accounts
Read
Accounts matching a filter or search text, with paging.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
Find people
Read
People matching a filter or search text, with the fields asked for and paging.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
Get accounts by IDs
Read
Accounts by their IDs.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
Get instance schema
Read
Fields and activities available in the instance, by namespace (an empty list returns all).
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
Get people by IDs
Read
People by their contact IDs.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
Get person activity feed
Read
A person's activities (opens, clicks, custom activities), filtered by type and timeframe.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
List account custom fields
Read
The custom account fields with their IDs and types.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
List audiences
Read
Audiences, optionally searched by name, with their filters.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
List person custom fields
Read
The account's custom person fields with their IDs and types.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
List sent campaigns
Read
Campaigns sent in a time window.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
Remove people from account
Write
Removes people's association with an account.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Restore accounts
Write
Restores archived accounts.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Restore people
Write
Restores archived people.
Permissions and limits
Account permissions
An Ortto custom API key (Data sources > Custom API) with the permissions the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Ortto. A saved workflow is not a completed provider action.
Marketing · CONNECTION
