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Jortt Integrations

Accounting

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HubSpot
Marketing Automation
Integrate Gmail with JorttIntegrate Gmail with Jortt
Gmail
Email, Google
Integrate Booqable with JorttIntegrate Booqable with Jortt
Booqable
CRM (Customer Relationship Management)
Integrate monday.com with JorttIntegrate monday.com with Jortt
monday.com
Project Management
Integrate Moneybird with JorttIntegrate Moneybird with Jortt
Moneybird
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Team Chat
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Notion
Task Management

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Launch your first automated workflow

  • Create new Jortt customers from new or updated rows in Google Sheets

    • Google Sheets logo
    • Jortt logo
    Google Sheets + Jortt
  • Create customers in Jortt when new proposals are won in Offri

    • Offri logo
    • Jortt logo
    Offri + Jortt
  • Create new Jortt customers from new or updated rows in Google Sheets

    • Google Sheets logo
    • Jortt logo
    Google Sheets + Jortt
  • Create customers in Jortt when new proposals are won in Offri

    • Offri logo
    • Jortt logo
    Offri + Jortt
    • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • Jortt triggers, actions, and search
        New Customer

        Triggers when a customer is created.

        Trigger
        Polling
        Try It
        • Customer (ID)
          Required
        • Archived
          Required
        Action
        Write
        • Invoice (ID)
          Required
        • Send Method
        Action
        Write
        • Invoice (ID)
          Required
        Action
        Write
        • Customer Type
          Required
        • Customer or Company Name
          Required
        • Copy Company Required
        • Address Street
        • Address Postal Code
        • Address City
        • Address Country (Code)
        • Copy Company
        • Shift VAT
        • VAT Number
        • CoC Number
        • Copy Private Person
        • Salutation
        • Initials
        • First Name
        • Last Name
        • Date of Birth
        • Copy Everyone
        • To the attention of
        • Phone Number
        • Website
        • Email Address
        • Email Address (CC)
        • Email Salutation
        • Additional Information
        • Address Extra Information
        • Invoice Language
        • Payment Term
        • Payment Method Invoice
        • Reference
        • Default Label ID
        • Default Invoice Ledger (ID)
        • Extra Fields
        Action
        Write

      For builders

      Let your AI safely access Jortt

      Go beyond Zap workflows. Install Zapier in your AI to call Jortt actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in Jortt from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Archive Customer
      • Copy Invoice

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Jortt actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a Jortt connection @ https://zapier.com/fr/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "jortt", owner: "me" });
      
      await zapier.runAction({
        app: 'jortt',
        action: 'archive_customer',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      Jortt Help & Support

      Common questions

      jortt logo
      About Jortt
      Jortt offers entrepreneurs an online accounting program with a unique accounting method that allows them to easily manage their bookkeeping.
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