Create Ortto records for new Passion.io plan purchases
Effortlessly streamline your customer data management with this handy workflow between Passion.io and Ortto. When a new plan is purchased in the Passion.io app, this automation will create a record in Ortto, ensuring seamless organization of customer details and purchase information. Save time and reduce the risk of manual errors with this effortless integration.
Effortlessly streamline your customer data management with this handy workflow between Passion.io and Ortto. When a new plan is purchased in the Passion.io app, this automation will create a record in Ortto, ensuring seamless organization of customer details and purchase information. Save time and reduce the risk of manual errors with this effortless integration.
- When this happens...Plan Purchased
Triggers when a user subscribes to a plan.
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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