Connect Finolog and Ontraport

Both apps 57Finolog 38Ontraport 19

• Trigger
  New Account

  Triggers when a new account is created.

• Trigger
  New Category

  Triggers when a new category is created.

• Trigger
  New Company

  Triggers when new company was created.

• Trigger
  New Contractor

  Triggers when new contractor is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Requisite

  Triggers when a new requisite is created.

• Trigger
  New Transaction

  Triggers when a new transaction is created.

• Action
  Add comment

  /v1/biz/{biz_id}/comment - add a comment to an entity

• Action
  Add order

  /v1/biz/{biz_id}/orders/order

• Action
  Add project

  /v1/biz/{biz_id}/project

• Action
  Add requisite

  /v1/biz/{biz_id}/requisite

• Action
  Create Account

  Creates an Account

• Action
  Create Category

  Creates a Category

• Action
  Create Company

  Creates a Company

• Action
  Create Contractor

  Creates a Contractor

• Action
  Create Transaction

  Creates a Transaction

• Action
  Delete account

  /v1/biz/{biz_id}/account/{id}

• Action
  Delete contractor

  /v1/biz/{biz_id}/contractor/{id}

• Action
  Delete transaction

  /v1/biz/{biz_id}/transaction/{id}

• Action
  Find Contractor by Query

  FInd contractor by name or his requisites

• Action
  Find Contractor Requisites

  Finds a Requisites that blongs to a Contractor

• Action
  Find Transaction by Query

  Find transaction by contractor name, account name, details or sum

• Action
  Get account

  /v1/biz/{biz_id}/account/{id}

• Action
  Get contractor

  /v1/biz/{biz_id}/contractor/{id}

• Action
  Get transaction

  /v1/biz/{biz_id}/transaction/{id}

• Action
  List accounts

  /v1/biz/{biz_id}/account

• Action
  List businesses

  /v1/biz

• Action
  List categories

  /v1/biz/{biz_id}/category

• Action
  List comments

  Lists the comments on a record.

• Action
  List companies

  /v1/biz/{biz_id}/company

• Action
  List orders

  /v1/biz/{biz_id}/orders/order

• Action
  List projects

  /v1/biz/{biz_id}/project

• Action
  Update account

  /v1/biz/{biz_id}/account/{id}

• Action
  Update category

  /v1/biz/{biz_id}/category/{id}

• Action
  Update company

  /v1/biz/{biz_id}/company/{id}

• Action
  Update contractor

  /v1/biz/{biz_id}/contractor/{id}

• Action
  Update project

  /v1/biz/{biz_id}/project/{id}

• Action
  Update transaction

  /v1/biz/{biz_id}/transaction/{id}

• 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.