--- title: "Connect EspoCRM and Ontraport - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Create or Update Contact\" in Ontraport, or \"New Contact\" in Ontraport to \"Add contact\" in EspoCRM." canonical: "https://apiant.ai/connect/espocrm-to-ontraport" --- # Connect EspoCRM and Ontraport When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Create or Update Contact** in [Ontraport](https://apiant.ai/connections/ontraport), or **New Contact** in Ontraport to **Add contact** in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** 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 EspoCRM 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 EspoCRM and Ontraport can do together ### From EspoCRM to Ontraport - When **New contact** in EspoCRM then **Create or Update Contact** in Ontraport - When **New Lead** in EspoCRM then **Create Task** in Ontraport ### From Ontraport to EspoCRM - When **New Contact** in Ontraport then **Add contact** in EspoCRM - When **New or Updated Contact** in Ontraport then **Update contact** in EspoCRM 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 EspoCRM and Ontraport ## Triggers and actions 8 triggers · 30 actions - Trigger **New contact** Triggers when a new contact is created in EspoCRM. - Trigger **New Lead** Triggers when a new lead is created in EspoCRM. - Trigger **New opportunity** Triggers when a new opportunity is created in EspoCRM. - Action **Add account** Creates a new account (company) in EspoCRM and returns its attributes. - Action **Add case** Creates a new case (support ticket) in EspoCRM. - Action **Add contact** Creates a new contact in EspoCRM. - Action **Add opportunity** Creates a new opportunity (deal) in EspoCRM and returns the created record. - Action **Add task** Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case. - Action **Create Lead** Creates a new lead in EspoCRM and returns the created lead record. - Action **Find accounts** Finds EspoCRM accounts whose name matches the text you supply. - Action **Find contacts** Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact. - Action **Find Lead** Finds leads in EspoCRM matching a value on a chosen attribute (email address by default). - Action **Get contact** Returns a single EspoCRM contact by its ID, with all its attributes including custom fields. - Action **Get Lead** Returns a single EspoCRM lead by its ID, with all of its fields. - Action **Get Task** Returns one task by its ID, with its subject, status, dates, parent record and assignee. - Action **Update account** Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed. - Action **Update contact** Updates an existing contact in EspoCRM, changing only the fields you fill in. - Action **Update Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Action **Update opportunity** Updates an existing opportunity in EspoCRM, changing only the fields you fill in. - 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 - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **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 EspoCRM - [ **EspoCRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/espocrm-to-hubspot) - [ **EspoCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/espocrm-to-salesforce) - [ **EspoCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/espocrm-to-slack) - [ **EspoCRM to Google Sheets** Google Sheets](https://apiant.ai/connect/espocrm-to-google-sheets) - [ **EspoCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/espocrm-to-gmail) - [ **EspoCRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/espocrm-to-google-calendar) ## 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 ## EspoCRM and Ontraport, answered ### ### What can start an automation from EspoCRM? Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ontraport when something happens in EspoCRM? 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 EspoCRM? Yes. When something happens in Ontraport, your agent can act in EspoCRM too. This page covers both directions: Ontraport's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM 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 EspoCRM 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.