--- title: "Connect LeanKit and Ontraport - APIANT.ai" description: "When \"New board\" fires in LeanKit, your agent runs \"Create Task\" in Ontraport, or \"New Task\" in Ontraport to \"Add Comment\" in LeanKit." canonical: "https://apiant.ai/connect/leankit-to-ontraport" --- # Connect LeanKit and Ontraport When **New board** fires in [LeanKit](https://apiant.ai/connections/leankit), your agent runs **Create Task** in [Ontraport](https://apiant.ai/connections/ontraport), or **New Task** in Ontraport to **Add Comment** in LeanKit. Describe the whole flow and it is built, tested on every scenario and kept running. LeanKit **3** triggers LeanKit **37** 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 LeanKit 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) Connecting LeanKit and Ontraport keeps delivery work and customer records tied together. A card added to a LeanKit lane can look up the matching Ontraport contact, tag them, and write the result back as a comment, while new Ontraport transactions and tasks can open cards or leave notes on the LeanKit board your team already works from. Example flows ## What LeanKit and Ontraport can do together ### From LeanKit to Ontraport - When **New board** in LeanKit then **Create Task** in Ontraport - When **New card** in LeanKit then **Find Contact by Email** in Ontraport ### From Ontraport to LeanKit - When **New Task** in Ontraport then **Add Comment** in LeanKit - When **New Transaction** in Ontraport then **Create a card** in LeanKit 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 LeanKit and Ontraport ## Triggers and actions 8 triggers · 51 actions - Trigger **New board** Polling trigger: fires when a new board is created. - Trigger **New card** Polling trigger: fires when a new card is added to the specified board. - Trigger **New card in lane** Polling trigger: fires when a new card is added to the specified lane in the specified board. - Action **Add Card Connections** Create parent and child connections — LeanKit AgilePlace v2 API (connections/create) - Action **Add Comment** Create a comment — LeanKit AgilePlace v2 API (comment/create) - Action **Archive a board** Archive a board — LeanKit AgilePlace v2 API (board/archive) - Action **Assign or unassign one or more users or teams to cards** Assign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members) - Action **Create a card** Create a card — LeanKit AgilePlace v2 API (card/create) - Action **Create an attachment** Create an attachment — LeanKit AgilePlace v2 API (attachment/create) - Action **Create a new board** Create a new board — LeanKit AgilePlace v2 API (board/create) - Action **Create a new planning increment** Create a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment) - Action **Create a new planning series** Create a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series) - Action **Create a team** Create a team — LeanKit AgilePlace v2 API (team/create) - Action **Create dependencies** Create dependencies — LeanKit AgilePlace v2 API (dependencies/create) - Action **Delete a board** Delete a board — LeanKit AgilePlace v2 API (board/delete) - Action **Delete an attachment** Delete an attachment — LeanKit AgilePlace v2 API (attachment/delete) - Action **Delete a planning increment by id** Delete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment) - Action **Delete a team** Delete a team — LeanKit AgilePlace v2 API (team/delete) - Action **Delete Card** Delete a card by id — LeanKit AgilePlace v2 API (card/delete) - Action **Delete multiple cards** Delete multiple cards — LeanKit AgilePlace v2 API (card/delete-many) - Action **Get a list of attachments for a card** Get a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list) - Action **Get a list of cards** Get a list of cards — LeanKit AgilePlace v2 API (card/list) - Action **Get a list of leaf lanes for a board (lanes that can hold cards)** Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes) - Action **Get a list of parent cards** Get a list of parent cards — LeanKit AgilePlace v2 API (connections/parents) - Action **Get a list of planning series for an account** Get a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series) - Action **Get a list of tags on a board** Get a list of tags on a board — LeanKit AgilePlace v2 API (tags/list) - Action **Get a list of task cards for a card** Get a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks) - Action **Get an attachment's contents** Get an attachment's contents — LeanKit AgilePlace v2 API (attachment/get) - Action **Get a specified planning series** Get a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series) - Action **Get Board** Retrieve a board by ID, including its lanes. - Action **Get Card** Get card details by card id — LeanKit AgilePlace v2 API (card/get) - Action **Get User** Retrieve a user by ID. - Action **List Boards** List boards on the account. - Action **List Board Users** List board users — LeanKit AgilePlace v2 API (board/user-roles) - Action **List Comments** List comments on a card. - Action **List Users** List users on the account. - Action **Move Card** Move a card — LeanKit AgilePlace v2 API (card/move) - Action **Search Cards** Search cards on a board with filters. - Action **Unarchive a board** Unarchive a board — LeanKit AgilePlace v2 API (board/unarchive) - Action **Update Card** Update a card — LeanKit AgilePlace v2 API (card/update) - 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 - [ **LeanKit** LeanKit is a Kanban-style project and work management platform. Manage boards, cards, lanes, and users.](https://apiant.ai/connections/leankit) - [ **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 LeanKit - [ **LeanKit to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/leankit-to-salesforce) - [ **LeanKit to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/leankit-to-slack) - [ **LeanKit to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/leankit-to-mailchimp) - [ **LeanKit to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/leankit-to-stripe) - [ **LeanKit to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/leankit-to-shopify) - [ **LeanKit to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/leankit-to-quickbooks-online) ## 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 ## LeanKit and Ontraport, answered ### ### Can a LeanKit card find the right Ontraport contact before anything else happens? Yes. The Find Contact by Email action looks the contact up by the exact email carried on the card, and the rest of the run only continues when that contact is found. If no contact matches, nothing is tagged and no comment is written. ### ### Which LeanKit events can start a run in Ontraport? You can start from a new board, a new card on a chosen board, or a new card arriving in a specific lane on that board. From there the agent can create a task, create an object, or tag a contact in Ontraport, and it tests every scenario before the automation goes live. ### ### What can start an automation from LeanKit? Any of LeanKit's 3 triggers in the catalog, including New board, New card and New card in lane. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ontraport when something happens in LeanKit? Any of Ontraport's 14 actions, including Create Object, Create Task, Find Contact by Email and Create or Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ontraport to LeanKit? Yes. When something happens in Ontraport, your agent can act in LeanKit too. This page covers both directions: Ontraport's triggers and LeanKit's actions are listed here as well. ### ### Do I have to build a connector for LeanKit 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 LeanKit 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.