otris solution platform and Salesflare
How to connect otris solution platform
- Via Zapier — 8 operations available. Set it up ↗
About otris solution platform
The otris solution platform (Documents) is an ECM platform for managing documents and business processes.
otris solution platform operations on Zapier
Triggers (2)
Start a workflow when this happens
- File Event — Triggers when a file event is performed.
- Generic Event — Triggers when a generic event was launched. This event must be performed by a PortalScript.
Actions (5)
Things Salesflare can make it do
- Execute PortalScript — Executes a Portal Script. All Portal Scripts with property "otrAutomationConnector" set to "true" can be executed.
- Find or Create File — Searches for a file. The file type and a filter expression must be defined.
- New Attachment. — Uploads an attachment to the specified file and register.
- New File — Creates a new file. The file type and the value of fields ca be defined.
- Update File — Updates a given file. Empty fields will be ignored. Use *deleted* to remove field value.
Searches (1)
Look up existing records
- Find File — Searches for a file. The file type and a filter expression must be defined.
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