How to create Organizations via Zapier

Overview

Organizations can be created in Ortto manually, through CSV imports, via API, or by using Zapier. This article explains the steps for creating an Organization using Zapier.

Connect Ortto to Zapier

Before you start, make sure you've connected Ortto to Zapier. If you haven't, follow our guide to set up the integration. Once you're connected, you can move on to the next step

Creating Organizations via Zapier

Follow these steps to automatically create Organizations in Ortto when data is added to a Google Sheets spreadsheet. This is just one example—you can use any trigger in Zapier.

Steps:

1. Create a new Zap in Zapier.
2. App: Google Sheets.
3. Trigger Event: New or Updated Spreadsheet Row.
4. Account: Connect your Google Sheets account.

Configure the Trigger:

1. Spreadsheet: Select the spreadsheet with your data.
2. Worksheet: Choose the worksheet containing the data.
3. Trigger Column: Pick the column that will trigger the Zap when updated (usually the email address or a unique identifier).

Test the Trigger:

1. Click Test trigger to pull sample data from your sheet.

Select a sample record and click Continue with selected record.

Add an action to create the Organization in Ortto:

1. App: Select Ortto.
2. Action Event: Choose Create Record.
3. Account: Connect your Ortto account.

Configure the Action:

1. Update By: Choose your Organization's unique identifier (usually the Organization name).
2. Create if not found?: Select True to create a new Organization if none is found, or False to only update existing Organizations.
3. Merge Strategy: Choose the merge strategy that works best for you.
   1. Learn more about merge strategies.

Map the fields and finish:

1. Map the relevant fields and click Continue. Only the field selected in Update By is required.

You're all set! The Zap is now ready, and Organizations will be created automatically when triggered.

Associating Organizations with Contacts via Zapier

To associate an Organization with a Contact, follow these steps:

1. Add a new Create Record step to your Zap.
2. App: Select Ortto.
3. Action Event: Choose Create Record.
4. Account: Connect your Ortto account.

Configure the Action:

1. Record Type: Select Person.
2. Update By: Choose your Contact's unique identifier (usually email, but you can select another identifier).
3. Create if not found?: Select True to create a new Contact if none is found, or False to update existing Contacts.
4. Merge Strategy: Choose the merge strategy that suits your needs.
   1. Learn more about merge strategies.

Map the fields:

Map the relevant Contact fields. To associate the Organization with the Contact, map the Organization Name or ID field from the previous Create Record step.

Example workflow:

Here’s how it should look: The first Create Record step creates the Organization, and the second creates or updates the Contact, linking it to the same Organization. This ensures both records are connected in Ortto.