Connect Alegra to Ontraport

Both apps 39Alegra 20Ontraport 19

• Trigger
  New Contact

  Triggers when a new contact is created in your Alegra account.

• Trigger
  New Estimate

  Triggers when a new quote (estimate) is created in your Alegra account.

• Trigger
  New Invoice

  Triggers when a new sales invoice is created in your Alegra account.

• Trigger
  New Item

  Triggers when a new product or service is created in your Alegra account.

• Action
  Create Contact

  Creates a contact (client or provider) in your Alegra account. Returns the created contact.

• Action
  Create Contact in Colombia

  Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.

• Action
  Create Tax

  Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.

• Action
  Find Contact

  Searches the contacts in your Alegra account by name or identification. Returns the matching contacts.

• Action
  Find Contact in Argentina

  Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.

• Action
  Find Contact in Chile

  Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.

• Action
  Find Contact in Colombia

  Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.

• Action
  Find Contact in Costa Rica

  Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.

• Action
  Find Contact in Mexico

  Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.

• Action
  Find Contact in Panama

  Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.

• Action
  Find Contact in Peru

  Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.

• Action
  Find Invoice

  Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.

• Action
  Find Item

  Searches the products and services in your Alegra account. Returns the matching items.

• Action
  Find Tax

  Finds a tax in your Alegra account by name. Returns the matching tax and its id.

• Action
  Update Contact

  Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.

• Action
  Update Contact in Colombia

  Updates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.

• Trigger
  New Contact

  Polling trigger: fires for each newly created contact, newest first (sorted by creation date).

• Trigger
  New or Updated Contact

  Polling trigger: fires when a contact is created or modified, sorted by date last modified.

• Trigger
  New Task

  Polling trigger: fires for each newly created task (objectID 1), newest first.

• Trigger
  New Transaction

  Polling trigger: fires for each newly created transaction (objectID 46), newest first.

• Trigger
  Two-way sync new or updated contact

  A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Polls Ontraport Contacts sorted by date-last-modified descending; fires for each new or updated contact.

• Action
  Create Object

  Create a record of any Ontraport object type. Provide objectID and a JSON of fields. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the field unset. Verify a dropdown value landed by reading the record back.

• Action
  Create or Update Contact

  Create a new contact, or merge into an existing one matched by email (Ontraport saveorupdate). Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.

• Action
  Create Task

  Create a Task object (objectID 1) in Ontraport.

• Action
  Delete Contact

  Delete a contact by its Ontraport ID.

• Action
  Delete Object

  Delete a record of any object type by objectID and id.

• Action
  Find Contact by Email

  Find a contact by exact email match. Returns the first matching record.

• Action
  Find contact by field (Go only has Find Contact by Email — covers email lookup only, not arbitrary field)

  Returns the details for a contact if the specified field matches the specified value. Throws an error if zero or multiple match.

• Action
  Get Contact

  Retrieve a single contact by its Ontraport ID.

• Action
  Get Object

  Retrieve a single record of any object type by objectID and id.

• Action
  List Contacts

  List contacts with optional search, range, and sort.

• Action
  List Objects

  List records of any object type with optional search and range.

• Action
  Remove Tag from Contact

  Remove a tag from one or more contacts.

• Action
  Tag Contact

  Add a tag to one or more contacts.

• Action
  Update Object

  Update a record of any Ontraport object type by ID. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.