Connect CompanyHub and Ontraport

Both apps 32CompanyHub 13Ontraport 19

• Trigger
  New Company

  Triggers when a new company is added in CompanyHub.

• Trigger
  New Contact

  Triggers when a new contact is created in CompanyHub.

• Trigger
  New Deal

  Triggers when a new deal is created in CompanyHub.

• Trigger
  New Record (Custom Table)

  Triggers when a new record is added to the CompanyHub table you choose, such as one of your custom tables.

• Trigger
  New Task

  Triggers when a new task is created in CompanyHub.

• Trigger
  Record Updated

  Triggers when a record in the chosen CompanyHub table is created or changed.

• Action
  Create a Record (Custom Table)

  Creates a record in any CompanyHub table, including custom tables, from the field values you supply, and returns the new record's ID.

• Action
  Create Company

  Creates a new company record in CompanyHub and returns its ID.

• Action
  Create Contact

  Creates a contact in CompanyHub and returns the new contact's ID.

• Action
  Create Deal

  Creates a deal in CompanyHub and returns the new deal's ID.

• Action
  Create Task

  Creates a task in CompanyHub with the given title, type, category, assignee and end time, plus any other Task fields you set.

• Action
  Find Record

  Returns the records in a CompanyHub table (Contact, Company, Deal or a custom table) whose chosen field matches the value you supply.

• Action
  Update Record

  Updates an existing record in a CompanyHub table (Contact, Company, Deal or a custom table), changing only the fields you supply.

• 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.