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Triggers and actions 12 triggers · 38 actions
Trigger
New ClientTriggers when a new client is added to a workspace.
Trigger
New ProjectTriggers when a new project is added to a workspace.
Trigger
New TagTriggers when a new tag is added to a workspace.
Trigger
New TaskTriggers when a new task is added to a project on a specified workspace.
Trigger
New Time EntryTriggers when a new time entry is added.
Trigger
New Timer StartedTriggers when a new entry is started and running.
Trigger
New WorkspaceTriggers when a new workspace is created.
Action
Create ClientCreates a client on a specified workspace.
Action
Create ProjectCreates a project on a specified workspace.
Action
Create TagCreates a tag on a specified workspace.
Action
Create TaskCreates a task on a specified project.
Action
Create Time EntryCreates a new time entry on a specified workspace.
Action
Delete ClientDelete a client from a workspace. DELETE /v1/workspaces/{workspaceId}/clients/{id}
Action
Delete ProjectDelete a project from a workspace. DELETE /v1/workspaces/{workspaceId}/projects/{projectId}
Action
Delete TagDelete a tag from a workspace. DELETE /v1/workspaces/{workspaceId}/tags/{id}
Action
Delete TaskDelete a task from a project. DELETE /v1/workspaces/{workspaceId}/projects/{projectId}/tasks/{taskId}
Action
Delete Time EntryDelete a time entry from a workspace. DELETE /v1/workspaces/{workspaceId}/time-entries/{id}
Action
Find ClientFinds a client by name on a specified workspace.
Action
Find ProjectFinds a project by name on a specified workspace.
Action
Find Running TimerFinds a currently running time entry on a specified workspace.
Action
Find TagFinds a tag on a specified workspace.
Action
Find TaskFinds a task by name on a specified project and workspace.
Action
Find Time EntryFinds a time entry by description, start datetime or end datetime.
Action
List WorkspacesList all workspaces the authenticated user belongs to. GET /v1/workspaces
Action
Start TimerStarts a new time entry.
Action
Stop TimerStops currently running time entry on a specified workspace.
Action
Update ClientUpdate a client's name/note/archived status. PUT /v1/workspaces/{workspaceId}/clients/{id}
Action
Update ProjectUpdate a project's name/color/client/billable status/dates. PUT /v1/workspaces/{workspaceId}/projects/{projectId}
Action
Update TagUpdate a tag's name/archived status on a workspace. PUT /v1/workspaces/{workspaceId}/tags/{id}
Action
Update TaskUpdate a task's name/status/assignee/estimate on a project. PUT /v1/workspaces/{workspaceId}/projects/{projectId}/tasks/{taskId}
Action
Update Time EntryUpdate a time entry's start/end/description/project/task/billable/tags on a workspace. PUT /v1/workspaces/{workspaceId}/time-entries/{id}
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.