--- title: "Connect BlueSuite and Ontraport - APIANT.ai" description: "When \"New Invoice\" fires in BlueSuite, your agent runs \"Create or Update Contact\" in Ontraport, or \"New Contact\" in Ontraport to \"Add contact\" in BlueSuite." canonical: "https://apiant.ai/connect/bluesuite-to-ontraport" --- # Connect BlueSuite and Ontraport When **New Invoice** fires in [BlueSuite](https://apiant.ai/connections/bluesuite), your agent runs **Create or Update Contact** in [Ontraport](https://apiant.ai/connections/ontraport), or **New Contact** in Ontraport to **Add contact** in BlueSuite. Describe the whole flow and it is built, tested on every scenario and kept running. BlueSuite **7** triggers BlueSuite **18** actions Ontraport **5** triggers Ontraport **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BlueSuite and Ontraport to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What BlueSuite and Ontraport can do together ### From BlueSuite to Ontraport - When **New Invoice** in BlueSuite then **Create or Update Contact** in Ontraport - When **New Job** in BlueSuite then **Create Task** in Ontraport ### From Ontraport to BlueSuite - When **New Contact** in Ontraport then **Add contact** in BlueSuite - When **New or Updated Contact** in Ontraport then **Update contact** in BlueSuite Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with BlueSuite and Ontraport ## Triggers and actions 12 triggers · 32 actions - Trigger **Invoice Paid** Triggers when a BlueSuite invoice is moved to Paid. - Trigger **Invoice Sent** Triggers when an invoice in your BlueSuite workspace is moved to Sent, returning the invoice. - Trigger **New Invoice** Triggers when a new invoice is created in your BlueSuite workspace. - Trigger **New Job** Triggers when a new job is created in BlueSuite. - Trigger **New or Updated Request** Triggers when a request is created or updated in BlueSuite, depending on the event you choose. - Trigger **New Quote** Triggers when a new quote is created in BlueSuite. - Trigger **Quote Accepted** Triggers when a quote is accepted in BlueSuite. - Action **Add contact** Creates a new contact (a person or company) in your BlueSuite workspace and returns the created contact. - Action **Add event** Creates an appointment, task or calendar event in BlueSuite, optionally linked to a job or request and assigned to team members. - Action **Add invoice** Creates a one-off invoice in BlueSuite, optionally linked to a contact, property, job or quote, with line items. Creating an invoice does not send it to the client. - Action **Add job** Creates a new job in BlueSuite, optionally linked to a contact, property, request or quote, with line items, pricing and billing settings. - Action **Add payment** Records a payment or deposit against an invoice or quote in BlueSuite. - Action **Add quote** Creates a quote in BlueSuite for a contact, with line items and pricing. Creating a quote does not send it to the customer. - Action **Get contact** Returns a single BlueSuite contact by its ID, including its details and custom field values. - Action **Get event** Returns a single BlueSuite event, appointment, task or visit by its ID. - Action **Get invoice** Returns a single BlueSuite invoice by its ID, including line items, payment and balance information. - Action **Get job** Returns a single BlueSuite job by its ID, with all of its details including line items, status and custom fields. - Action **Get quote** Returns a single BlueSuite quote by its ID, including its line items, pricing, status and custom fields. - Action **List contacts** Returns the contacts (people and companies) in your BlueSuite workspace, optionally filtered by search text, contact type, owner or tags. - Action **List invoices** Returns the invoices in your BlueSuite workspace, optionally filtered by search text, contact, job, tags or excluded statuses. - Action **List jobs** Returns the jobs in your BlueSuite workspace, optionally filtered by contact, quote, status, tags or search text. - Action **List quotes** Returns quotes in your BlueSuite workspace, optionally filtered by contact, status, tags or search text. - Action **Send test event** Sends a sample event to one of your BlueSuite webhook subscriptions so you can check the receiving end. The sample carries test data, not a real record. - Action **Update contact** Updates an existing BlueSuite contact's name, contact details, company, type, owner and custom fields. Fields left blank are not changed. - Action **Update job** Updates an existing BlueSuite job: its client, pricing, line items, billing settings, or status (complete, cancel, or reopen). Fields left blank are not 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. ## Each app on its own - [ **BlueSuite** BlueSuite is an all-in-one business platform for home service pros.](https://apiant.ai/connections/bluesuite) - [ **Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connections/ontraport) Reviews ## What our customers say ## More from BlueSuite - [ **BlueSuite to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bluesuite-to-hubspot) - [ **BlueSuite to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bluesuite-to-salesforce) - [ **BlueSuite to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bluesuite-to-slack) - [ **BlueSuite to Google Sheets** Google Sheets](https://apiant.ai/connect/bluesuite-to-google-sheets) - [ **BlueSuite to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bluesuite-to-gmail) - [ **BlueSuite to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/bluesuite-to-google-calendar) ## More into Ontraport - [ **HubSpot to Ontraport** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ontraport) - [ **Gmail to Ontraport** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ontraport) - [ **Mailchimp to Ontraport** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ontraport) - [ **ActiveCampaign to Ontraport** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-ontraport) - [ **Asana to Ontraport** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-ontraport) - [ **JIRA to Ontraport** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-ontraport) Questions ## BlueSuite and Ontraport, answered ### ### What can start an automation from BlueSuite? Any of BlueSuite's 7 triggers in the catalog, including New Invoice, New Job, New or Updated Request and New Quote. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ontraport when something happens in BlueSuite? Any of Ontraport's 14 actions, including Create Object, Create or Update Contact, Create Task and Update Object. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ontraport to BlueSuite? Yes. When something happens in Ontraport, your agent can act in BlueSuite too. This page covers both directions: Ontraport's triggers and BlueSuite's actions are listed here as well. ### ### Do I have to build a connector for BlueSuite or Ontraport? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use BlueSuite and Ontraport without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.