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What do you want Ontraport and ClickUp to do together?
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Triggers and actions 11 triggers · 36 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
New Comment on a TaskTriggers when a new Comment is added to a Task in ClickUp.
Trigger
New FolderTriggers when new folders are created.
Trigger
New ListTriggers when new lists are created.
Trigger
New TaskTriggers when tasks are added.
Trigger
New Time EntryTriggers when a new Time Entry is added using ClickUp Time tracking.
Trigger
Task ChangesTriggers when a task changes.
Action
Add Task ChecklistAdd a checklist to a task
Action
Archive or Delete TaskArchive or delete ClickUp task
Action
Create FolderCreates a new folder
Action
Create ListCreates a new list
Action
Create New DocumentCreate new document in the specific location
Action
Create New Document PageCreate new page in the specific document
Action
Create SpaceA Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
Action
Create SubtaskCreates a new subtask
Action
Create TaskCreates a new task.
Action
Edit Document PageEdit document page
Action
Find a List of All TasksFinds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Find Custom FieldsView the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Find DocumentsSearch for documents by location.
Action
Find Task by IDFind an existing task by its ID.
Action
Find the Most Recent TaskFind the most recent task created in Workspace/Space/Folder/List.
Action
Find User by Name or EmailFind an existing user by their name or their email.
Action
Post a Task CommentPost a comment to a task
Action
Post AttachmentPost an attachment to a task.
Action
Send Chat Message to ChannelPost a message to a specific channel you choose.
Action
Send Direct MessageSend a direct message to a user or yourself.
Action
Time TrackedAdd time tracked to a task
Action
Update TaskUpdates an existing task.
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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