Ortto

With Ortto modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can manage the contacts, lists, segments, journeys in your Ortto account.

To use the Ortto modules, you must have a paid account. For subscription information, refer to the Ortto Pricing page.

Refer to the Ortto API documentation for a list of available endpoints.

Connect Ortto to Boost.space Integrator

To establish the connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…)., you must:

Obtain your API key in Ortto.
Establish the connection in Boost.space Integrator.

Obtain your API key in Ortto

To obtain your API key from your Ortto account:

Log in to your Ortto account.
On the Data sources page, click New data source.
Select Custom API.
Click Popular Custom API (advanced) > Get started > Setup.
In the API name field, enter the name for the API integration. Since you use Boost.space Integrator to connect Ortto, you can name a new API integration after Boost.space Integrator.
In the Merge strategy field, specify the default associations used by this API key. Refer to Ortto documentation for more information.
Click Create.
On the Configuration page, click Copy to copy the API key value shown and store it in a safe place.

You will use this value in the API Key field in Boost.space Integrator.

Establish the connection with Ortto in Boost.space Integrator

To establish the connection in Boost.space Integrator:

Log in to your Boost.space Integrator account, add an Ortto modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.

Note: If you add a module with an instant tag, click Create a webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers., then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the API Key field, enter the API key copied in the section above.
Click Save.

You have successfully established the connection. You can now edit your scenario and add more Ortto modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Ortto ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.

After connecting the app, you can perform the following actions:

Contacts

List All Contacts
Get Contact
Create Contact
Update Contact
Delete Contact
Unsubscribe Contact
Delete Contact Activity Feed

Lists

List all Lists
Add List
List Contacts on List
Add Contact to List
Remove Contact form List
Check if Contact on List

Segments

List Smart Segments
List Contacts on Smart Segments

Journeys

List Journeys with API TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario.
Add Contact to Journey
Get Email

Triggers/Webhooks

Watch Events

Other

Make an API Call

Note

	Note
This app uses webhooks to triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. a scenario when an event occurs instantly. All webhook modules have an `instant` tag next to their name. When you create an Ortto webhook in Boost.space Integrator, it is attached automatically and requires no additional set up.

This app uses webhooks to triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. a scenario when an event occurs instantly. All webhook modules have an instant tag next to their name.

When you create an Ortto webhook in Boost.space Integrator, it is attached automatically and requires no additional set up.