Adds an existing file to an existing Record.

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Creates a new File (max 25MB).

Creates a new note and links it to a parent record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Launch a Salesforce flow with optional input parameters. The flow will execute and return any output values.

Sends an email using Salesforce Simple Email Actions.

Updates an existing lead in Salesforce.

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Execute custom SOQL SELECT queries with support for full query control and guided aggregate functions (COUNT, SUM, AVG, MAX, MIN).

Finds Child Records for a given Parent ID.

Finds records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find a record. Optionally create a record if not found.

Triggers when a new Ortto activity occurs.

Triggers when a new record (contact or organization) has been added to your Ortto account.

Create a custom Activity for a person, optionally create a new record beforehand.

Opt out a person from all SMS communications.

Unsubscribe a person from all emails.

Adds an existing lead to an existing campaign.

Adds an existing contact to an existing campaign.

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Creates a new lead in Salesforce.

Creates a new record of a specified Salesforce object.

Deletes an existing record of a specified Salesforce object.

Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings.

Updates an existing contact in Salesforce.

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Execute custom SOSL (Salesforce Object Search Language) queries for text-based searches across multiple objects and fields. Useful for searching Salesforce Knowledge Base articles and other cross-object text searches.

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Finds records of a specified Salesforce object by a field and value you choose (with line-item support).

Gets all notes and attachments for a record.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Triggers when the specified field(s) of a record have been updated in your Ortto account.

Triggers when a tag has beed added to, or removed from, a record.

Create a new record (person, organization), or update an existing record in your Ortto account.

Add or remove record (person, organization) tags.

Search your Ortto data for a record based on the provided field or optionally create one if none is found.