Automate Ortto and Everest Forms

You can combine any triggers and actions to create automation rules that save you time.

Triggers

weForms

  • When a specific Everest Forms form is submitted. You can conditionally trigger the automation based on the submitted form data or the login status of the user.

View all triggers

Actions

People

  • Create or update a person in Ortto
  • Remove a person from Ortto
  • Unsubscribe a person from Ortto

Audiences

  • Add a person to a Audience in Ortto
  • Remove a person from a Audience in Ortto

Tags

  • Tag a person in Ortto
  • Remove a Tag from a person in Ortto

View all available actions

Ready to get started?

You can connect Ortto to Everest Forms 4 simple steps.

First, go ahead and install Noptin.

Next, install the Ortto and Everest Forms add-ons.

Once you've installed the Ortto addon, Noptin will redirect you to the Ortto settings page where you can connect your Ortto account.

Connect your account and then map the Noptin custom fields to Ortto custom fields.

Finally, create any needed automation rules or automated emails.

What are you waiting for?

Connect Everest Forms to Ortto Now

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