--- title: "Connect EquipDash and Ontraport - APIANT.ai" description: "When \"Booking Status Changed\" fires in EquipDash, your agent runs \"Create or Update Contact\" in Ontraport." canonical: "https://apiant.ai/connect/equipdash-to-ontraport" --- # Connect EquipDash and Ontraport When **Booking Status Changed** fires in [EquipDash](https://apiant.ai/connections/equipdash), your agent runs **Create or Update Contact** in [Ontraport](https://apiant.ai/connections/ontraport), or **New Contact** in Ontraport to **Add Note to Customer** in EquipDash. Describe the whole flow and it is built, tested on every scenario and kept running. EquipDash **18** triggers EquipDash **35** 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 EquipDash 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 EquipDash and Ontraport can do together ### From EquipDash to Ontraport - When **Booking Status Changed** in EquipDash then **Create or Update Contact** in Ontraport - When **Booking Updated** in EquipDash then **Create Task** in Ontraport ### From Ontraport to EquipDash - When **New Contact** in Ontraport then **Add Note to Customer** in EquipDash - When **New or Updated Contact** in Ontraport then **Add Note to Booking** in EquipDash 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 EquipDash and Ontraport ## Triggers and actions 23 triggers · 49 actions - Trigger **Booking Cancelled** Triggers when a booking is cancelled. - Trigger **Booking Checked In** Triggers when a booking is checked in. - Trigger **Booking Picked Up** Triggers when a booking is picked up. - Trigger **Booking Returned** Triggers when a booking is returned. - Trigger **Booking Status Changed** Triggers when a booking status changes. - Trigger **Booking Updated** Triggers when a booking is updated. - Trigger **Customer Updated** Triggers when a customer is updated. - Trigger **Experience Created** Triggers when a new experience is created. - Trigger **Experience Schedule Created** Triggers when an experience schedule is created. - Trigger **Experience Updated** Triggers when an experience is updated. - Trigger **Inventory Added** Triggers when inventory is added to a product. - Trigger **Inventory Updated** Triggers when inventory is updated. - Trigger **New Customer** Triggers when a new customer is created. - Trigger **Payment Received** Triggers when a payment is received. - Trigger **Product Created** Triggers when a new product is created. - Trigger **Product Updated** Triggers when a product is updated. - Trigger **Promo Code Created** Triggers when a new promo code is created. - Trigger **Shift Created** Triggers when a new shift is created. - Action **Add Inventory to Product** Adds inventory to a product. - Action **Add Note to Booking** Adds a note to a booking. - Action **Add Note to Customer** Adds a note to a customer. - Action **Add Note to Workshop** Adds a note to a workshop item. - Action **Add Payment to Booking** Adds a payment to a booking. - Action **Add Pricing to Product** Adds a pricing tier to a product. - Action **Add Schedule to Experience** Adds a schedule slot to an experience. - Action **Add to Workshop** Adds an item to the workshop. - Action **Archive Experience** Archives an experience. - Action **Archive Product** Archives a product. - Action **Cancel Booking** Cancels a booking. - Action **Check Product Availability** Checks availability of a product for given dates. - Action **Create Booking** Creates a new booking. - Action **Create Customer** Creates a new customer. - Action **Create Experience** Creates a new experience. - Action **Create Experience Category** Creates a new experience category. - Action **Create Product** Creates a new product. - Action **Create Product Category** Creates a new product category. - Action **Create Promo Code** Creates a new promo code. - Action **Create Shift** Creates a new staff shift. - Action **Create Tag** Creates a new tag. - Action **Create Voucher** Creates a new voucher. - Action **Delete Customer** Deletes a customer. - Action **Find Customer** Finds a customer. - Action **Find Experience** Finds a experience. - Action **Find Product** Finds a product. - Action **Find Promo Code** Finds a promo code. - Action **Find Staff** Finds a staff. - Action **Find Voucher** Finds a voucher. - Action **Remove From Workshop** Removes an item from the workshop. - Action **Update Booking Status** Updates the status of a booking. - Action **Update Customer** Updates a customer. - Action **Update Experience** Updates an experience. - Action **Update Product** Updates a product. - Action **Update Tags on Booking** Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically. - 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 - [ **EquipDash** EquipDash is a AI-powered equipment rental and tour booking software built for outdoor recreation operators.](https://apiant.ai/connections/equipdash) - [ **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 EquipDash - [ **EquipDash to Dashly** Dashly turns visitors into customers with data-driven conversation and marketing.](https://apiant.ai/connect/equipdash-to-dashly) - [ **EquipDash to Knock** Notification infrastructure API for sending multi-channel messages: email, SMS, push, in-app, and chat...](https://apiant.ai/connect/equipdash-to-knock) - [ **EquipDash to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/equipdash-to-hubspot) - [ **EquipDash to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/equipdash-to-salesforce) - [ **EquipDash to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/equipdash-to-slack) - [ **EquipDash to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/equipdash-to-google-sheets) ## 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 ## EquipDash and Ontraport, answered ### ### What can start an automation from EquipDash? Any of EquipDash's 18 triggers in the catalog, including Booking Status Changed, Booking Updated, Customer Updated and Experience Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ontraport when something happens in EquipDash? 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 EquipDash? Yes. When something happens in Ontraport, your agent can act in EquipDash too. This page covers both directions: Ontraport's triggers and EquipDash's actions are listed here as well. ### ### Do I have to build a connector for EquipDash 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 EquipDash 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.