Integration
Connect CrewForm and Ontraport
When AI Agent Task Failed fires in CrewForm, your agent runs Create Task in Ontraport, or New Contact in Ontraport to Send Task to AI Agent in CrewForm. Describe the whole flow 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 CrewForm and Ontraport to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 CrewForm and Ontraport can do together
From CrewForm to Ontraport
When AI Agent Task Failed in CrewForm
then Create Task in Ontraport
When AI Agent Task Failed in CrewForm
then Create or Update Contact in Ontraport
From Ontraport to CrewForm
When New Contact in Ontraport
then Send Task to AI Agent in CrewForm
When New or Updated Contact in Ontraport
then Update task in CrewForm
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 CrewForm and Ontraport
Triggers and actions 6 triggers · 24 actions
Trigger
AI Agent Task FailedTriggers when a CrewForm AI agent task fails.
Action
Add agentCreates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose.
Action
Delete agentDeletes an AI agent from your CrewForm workspace.
Action
Delete taskDeletes a task from your CrewForm workspace.
Action
Get agentReturns a single CrewForm agent by its id, including its model, prompt and settings.
Action
Get taskReturns a single CrewForm task by its id, including its title, status, priority, assigned agent and results.
Action
List agentsReturns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings.
Action
List tasksReturns the tasks in your CrewForm workspace, newest first, optionally only those with a given status.
Action
Send Task to AI AgentCreates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task.
Action
Update agentUpdates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed.
Action
Update taskUpdates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata.
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 CrewForm
CrewForm to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CrewForm to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CrewForm to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CrewForm to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
CrewForm to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CrewForm 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
CrewForm and Ontraport, answered
What can start an automation from CrewForm?
Any of CrewForm's 1 trigger in the catalog, including AI Agent Task Failed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Ontraport when something happens in CrewForm?
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 CrewForm?
Yes. When something happens in Ontraport, your agent can act in CrewForm too. This page covers both directions: Ontraport's triggers and CrewForm's actions are listed here as well.
Do I have to build a connector for CrewForm 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 CrewForm 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.