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Automate tasks across Ortto with Refersion

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Ortto and Refersion talk.
Here are some common ways to automate work between them.

Send a Refersion notification when Ortto receives a high-priority item.Try now
Create a Refersion follow-up from new qualified activity in Ortto.Try now
Copy new customer details from Ortto into Refersion.Try now
Update the matching Refersion item when a Ortto status changes.Try now
Start a review in Refersion when Ortto flags an exception.Try now
Summarize new Ortto activity and save it in Refersion.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Ortto and Refersion work.

Connect your Ortto and Refersion. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 38 actions between Ortto and Refersion.
Can’t find an action you need? Let us know.

Archive AccountsUpdateRun an archive accounts action in Ortto.Archive PeopleUpdateRun an archive people action in Ortto.Delete AccountsDeleteDelete accounts in Ortto.Delete PeopleDeleteDelete people in Ortto.Get AccountsReadRun a get accounts action in Ortto.Get Email Suppression ListReadRun a get email suppression list action in Ortto.Get PeopleReadRun a get people action in Ortto.Get People Subscription StatusesReadRun a get people subscription statuses action in Ortto.List AudiencesReadRun a list audiences action in Ortto.Remove Email Suppression List EntriesUpdateRemove email suppression list entries in Ortto.Restore AccountsUpdateRun a restore accounts action in Ortto.Restore PeopleUpdateRun a restore people action in Ortto.Subscribe Audience MembersUpdateRun a subscribe audience members action in Ortto.Unsubscribe Audience MembersUpdateRun an unsubscribe audience members action in Ortto.Upsert AccountsCreateRun an upsert accounts action in Ortto.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Ortto and Refersion.

MindCloud connects Ortto and Refersion so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Related integrations

Explore other ways to connect Ortto with the apps your team already uses, or browse every Ortto and Refersion integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.