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Connect Claude CodeEverything your agent can do with Ontraport and Booqable
Triggers and actions 13 triggers · 29 actions
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.
Trigger
Completed PaymentTriggers when a payment is completed.
Trigger
Finalize InvoiceTriggers when an invoice is finalized.
Trigger
New CustomerTriggers when a new customer is added.
Trigger
New ProductFires when a new product is created in the catalog. Poll GET /api/boomerang/products sorted by created_at.
Trigger
Reserved OrderTriggers when an order is reserved.
Trigger
Started OrderTriggers when an order is started.
Trigger
Stopped OrderTriggers when an order is stopped.
Trigger
Updated OrderTriggers when an order is updated.
Action
Create CouponCreates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items.
Action
Create CustomerCreates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields.
Action
Create OrderCreates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields.
Action
Find Customer - By IDReturns one Booqable customer by its id, including the account's own customer custom fields.
Action
Find Customer - By Name or EmailFinds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both.
Action
Find Order - By IDReturns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields.
Action
Find Product - By IDReturns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields.
Action
List CustomersReturns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values.
Action
List DocumentsReturns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer.
Action
List LocationsReturns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled.
Action
List OrdersReturns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer.
Action
List PaymentsReturns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer.
Action
List ProductsReturns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group.
Action
List Stock ItemsReturns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location.
Action
Update CustomerUpdates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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