Integration
Connect CleverReach and Ontraport
When something happens in CleverReach or Ontraport, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want CleverReach and Ontraport to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What CleverReach and Ontraport can do together
From CleverReach to Ontraport
When New Campaign in CleverReach
then Create Object in Ontraport
When New Subscriber in CleverReach
then Create or Update Contact in Ontraport
From Ontraport to CleverReach
When New Contact in Ontraport
then Add attribute in CleverReach
When New or Updated Contact in Ontraport
then Add group in CleverReach
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 CleverReach and Ontraport
Triggers and actions 8 triggers · 33 actions
Trigger
New CampaignTriggers when a new mailing campaign is created.
Trigger
New SubscriberTriggers when a new subscriber is added to a specified integration list.
Trigger
New UnsubscriberTriggers when any current subscriber unsubscribes from a specified list.
Action
Add attributeCreate a global attribute.
Action
Add groupCreate a group (receiver list).
Action
Add mailingCreate a mailing.
Action
Add Order ItemAdd a new order item for subscriber.
Action
Add subscriber tagsAdd tags to a receiver.
Action
Add/Update SubscriberAdds a new subscriber in a selected list. Can be used to update an existing subscriber too.
Action
Delete groupDelete a group (receiver list).
Action
Delete subscriberDelete a receiver from a group.
Action
Delete subscriber tagsRemove tags from a receiver.
Action
Find SubscriberSearch for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.
Action
Get groupGet a group (receiver list) by id.
Action
Get mailingGet a mailing by id.
Action
Get subscriberGet a receiver by id or email.
Action
List attributesList attributes.
Action
List groupsList all groups (receiver lists).
Action
List mailingsList mailings.
Action
List subscribersList receivers in a group.
Action
Unsubscribe EmailUnsubscribes an email address from a selected list.
Action
Update groupUpdate a group (receiver list).
Trigger
New ContactPolling trigger: fires for each newly created contact, newest first (sorted by creation date).
Trigger
New or Updated ContactPolling trigger: fires when a contact is created or modified, sorted by date last modified.
Trigger
New TaskPolling trigger: fires for each newly created task (objectID 1), newest first.
Trigger
New TransactionPolling trigger: fires for each newly created transaction (objectID 46), newest first.
Trigger
Two-way sync new or updated contactA 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 ObjectCreate 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 ContactCreate 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 TaskCreate a Task object (objectID 1) in Ontraport.
Action
Delete ContactDelete a contact by its Ontraport ID.
Action
Delete ObjectDelete a record of any object type by objectID and id.
Action
Find Contact by EmailFind 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 ContactRetrieve a single contact by its Ontraport ID.
Action
Get ObjectRetrieve a single record of any object type by objectID and id.
Action
List ContactsList contacts with optional search, range, and sort.
Action
List ObjectsList records of any object type with optional search and range.
Action
Remove Tag from ContactRemove a tag from one or more contacts.
Action
Tag ContactAdd a tag to one or more contacts.
Action
Update ObjectUpdate 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.
Each app on its own
Reviews
What our customers say
More from CleverReach
CleverReach to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CleverReach to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CleverReach to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CleverReach to Google SheetsGoogle Sheets
CleverReach to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CleverReach to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Ontraport
HubSpot to OntraportHubSpot is your all-in-one stop for all of your marketing software needs.
Gmail to OntraportGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Mailchimp to OntraportMailchimp marketing automation and email platform.
ActiveCampaign to OntraportActiveCampaign is a marketing automation, email marketing, and CRM platform.
Asana to OntraportAsana is a collaborative information manager for workspace.
JIRA to OntraportAtlassian JIRA Cloud — issue tracking and project management.
Questions
CleverReach and Ontraport, answered
What can start an automation from CleverReach?
Any of CleverReach's 3 triggers in the catalog, including New Campaign, New Subscriber and New Unsubscriber. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Ontraport when something happens in CleverReach?
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 CleverReach?
Yes. When something happens in Ontraport, your agent can act in CleverReach too. This page covers both directions: Ontraport's triggers and CleverReach's actions are listed here as well.
Do I have to build a connector for CleverReach 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.
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.