Integration

Connect Assembly.com to Ontraport

When something happens in Assembly.com, your agent does the next thing in Ontraport. Describe it in plain language and the automation is built, tested on every branch and kept running.

Assembly.com55 triggersAssembly.com27 actionsOntraport5 triggersOntraport14 actions

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Everything your agent can do with Assembly.com and Ontraport

Triggers and actions 60 triggers · 41 actions

Trigger
Client Activated
Triggers when a client authenticates in the Assembly for the first time
Trigger
Client Created
Triggers when a new client is created.
Trigger
Client Updated
High-frequency trigger for each client user update.
Trigger
Company Created
Triggers when a company gets created in the Assembly for the first time
Trigger
Company Custom Fields Updated
Triggers only when a company has updates to custom fields.
Trigger
Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Contract Signed
Triggers when a contract is signed.
Trigger
File Created
Triggers when a file gets created within a file channel
Trigger
File Updated
Triggers when a file has been updated within a file channel
Trigger
Folder Created
Triggers when a folder gets created within a file channel
Trigger
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Form Response Completed
Triggers when a form response has been completed by a recipient
Trigger
Internal User Created
Triggers when a new internal user is created.
Trigger
Invoice Created
Triggers when an invoice is created
Trigger
Invoice Deleted
Triggers when an invoice is deleted
Trigger
Invoice Paid
Triggers when an invoice is paid
Trigger
Invoice Sent
Triggers when an invoice is sent
Trigger
Invoice Updated
Triggers when an invoice is updated
Trigger
Invoice Voided
Triggers when an invoice is voided
Trigger
Link Created
Triggers when a link gets created within a file channel
Trigger
Link Updated
Triggers when a link gets updated within a file channel
Trigger
List Clients
Lists the clients.
Trigger
List Companies
Lists the companies.
Trigger
List Form Responses
List Form Responses for a specific form
Trigger
List Invoice Templates
Lists the invoice templates.
Trigger
List Message Channels
Lists the message channels.
Trigger
List Messages
Lists messages in a channel
Trigger
List Notes
Lists notes in a workspace.
Trigger
List Payments
Lists the payments.
Trigger
List Prices
Lists the prices.
Trigger
List Products
Lists the products.
Trigger
List Subscriptions
Lists the subscriptions.
Trigger
List Subscription Templates
Lists the subscription templates.
Trigger
List Task Comments
Lists task comments in a workspace.
Trigger
List Tasks
Lists tasks in a workspace.
Trigger
List Task Templates
Lists task templates in a workspace.
Trigger
Message Channel Created
Triggers when a new message channel is created.
Trigger
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Note Created
Triggers when a new note is created.
Trigger
Note Updated
Triggers when a note is updated.
Trigger
Notification Created
Triggers when a new notification is created.
Trigger
Payment Failed
Triggers when a payment is failed for an invoice
Trigger
Payment Succeeded
Triggers when a payment is successful for an invoice
Trigger
Price Created
Triggers when a price is created
Trigger
Product Created
Triggers when a product is created
Trigger
Product Updated
Triggers when a product is updated
Trigger
Subscription Canceled
Triggers when an subscription is canceled
Trigger
Subscription Created
Triggers when an subscription is created
Trigger
Task Archived
Triggers when a task gets archived in your workspace.
Trigger
Task Completed
Triggers when a task gets completed in your workspace.
Trigger
Task Created
Triggers when a task gets created in your workspace.
Trigger
Task Deleted
Triggers when a task gets deleted in your workspace.
Trigger
Task Updated
Triggers when a task gets updated in your workspace.
Action
Create Client
Creates a new client.
Action
Create Company
Creates a new company.
Action
Create File
Creates a file in a specified files channel.
Action
Create Folder
Creates a folder in a specified file channel.
Action
Create Link
Creates a link in a specified files channel.
Action
Create Message Channel
Creates a new message channel.
Action
Create Note
Creates a new note.
Action
Find a Client
Search for a client by ID, email, or company.
Action
Find a Company
Search for a company by ID or name.
Action
Find a File
Search for a file by ID.
Action
Find a Form
Search for a Form by ID.
Action
Find a Message Channel
Search for a message channel by ID or by filters
Action
Find an Internal User
Search for an internal user by ID.
Action
Find an Invoice
Search for an invoice by ID.
Action
Find a Note
Search for a note by ID or by filters
Action
Find a Price
Search for a Price by ID.
Action
Find a Product
Search for a Product by ID.
Action
Find a Subscription
Search for a Subscription by ID.
Action
Find a Task
Search for a task by ID or by filters
Action
Find a Task Comment
Search for a task comment by ID
Action
Find a Task Template
Search for a task template by ID or by filters
Action
Request Form Responses
Ask clients to fill out a form.
Action
Send Message
Create and send a message to a designated message channel.
Action
Update Client
Update a client
Action
Update Company
Update the name of a company
Action
Update Internal User
Update an internal user
Action
Update Note
Update the title and content of a note.
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.

Each app on its own

The other way round: Ontraport to Assembly.com