--- title: "Connect Ontraport to Dixa - APIANT.ai" description: "When \"New Contact\" fires in Ontraport, your agent runs \"Set Custom Contact Attributes\" in Dixa." canonical: "https://apiant.ai/connect/ontraport-to-dixa" --- # Connect Ontraport to Dixa When **New Contact** fires in [Ontraport](https://apiant.ai/connections/ontraport), your agent runs **Set Custom Contact Attributes** in [Dixa](https://apiant.ai/connections/dixa). Describe the whole flow and it is built, tested on every scenario and kept running. Ontraport **5** triggers Ontraport **14** actions Dixa **23** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Ontraport and Dixa 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 Ontraport can start in Dixa - When **New Contact** in Ontraport then **Set Custom Contact Attributes** in Dixa - When **New or Updated Contact** in Ontraport then **Add Internal Note** in Dixa 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 Ontraport and Dixa ## Triggers and actions 5 triggers · 37 actions - 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. - Action **Add Internal Note** Adds an internal note, visible only to agents, to a Dixa conversation and returns the created note. - Action **Change Conversation Status** Changes a conversation's status by closing it, reopening it, or putting it into follow-up until a chosen time. - Action **Create Callback Request** Creates a callback request conversation in Dixa, placing a call-back for an end user into the chosen queue, and returns the new conversation's id. - Action **Create Conversation** Creates a new Dixa conversation on the email, contact form, chat, SMS, WhatsApp or callback channel and returns its ID. - Action **Create User** Creates an end user (contact) in Dixa with their name, contact details and any custom contact attributes, and returns the new end user. - Action **Get Anonymization Status** Returns the status of an anonymization request submitted earlier for a user, conversation or message, including when it was initiated and when it was processed. - Action **Get Conversation by Id** Returns a single Dixa conversation by its id, including its channel, state, assignment, queue and custom attributes. - Action **Get Conversation Rating** Returns the latest rating statuses and scores for a conversation, with one entry for each question of the survey. - Action **Get Conversation Tags** Returns the tags applied to a conversation, including each tag's name, color and state. - Action **Get Messages in Conversation** Returns all messages in a Dixa conversation, sorted from oldest to newest. - Action **Get Queue by Id** Returns a Dixa queue by its id, including its name, offering settings, thresholds and the channels that use it. An error occurs if the queue is not found. - Action **Get User by Id** Returns one Dixa end user (contact) by id, including their name, email addresses, phone numbers, external id and custom attribute values. - Action **Remove Tag From Conversation** Removes a tag from a Dixa conversation. Active and inactive tags can both be removed. - Action **Search Conversation** Returns the conversations that contain the specified text, match the specified filters, or both, with snippets showing where the text was found. - Action **Search Conversations by User** Returns the conversations requested by a specific end user. - Action **Search Enduser by External ID** Returns the end users whose external ID matches the value you provide. - Action **Search User by Email Address** Returns the Dixa end users whose email address matches the one you provide. - Action **Search User by Phone Number** Returns the Dixa end users whose phone number matches the one you specify. - Action **Set Custom Contact Attributes** Sets custom attribute values on an end user in Dixa and returns the attributes that were updated. - Action **Set Custom Conversation Attributes** Sets the values of custom attributes on a conversation and returns the conversation's updated custom attributes. - Action **Tag Conversation** Adds an existing active tag to a conversation. - Action **Transfer Conversation to Queue** Transfers a conversation to the queue you choose, optionally on behalf of a specific agent, admin or AI agent. - Action **Update End User** Updates an end user's name, contact details, avatar, external ID and custom contact attributes in Dixa. Only the fields you fill in are changed. ## Each app on its own - [ **Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connections/ontraport) - [ **Dixa** Dixa is omnichannel customer service software that unifies voice, email, chat, and messaging apps into one...](https://apiant.ai/connections/dixa) Reviews ## What our customers say ## More from Ontraport - [ **Ontraport to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ontraport-to-salesforce) - [ **Ontraport to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ontraport-to-slack) - [ **Ontraport to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ontraport-to-stripe) - [ **Ontraport to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ontraport-to-shopify) - [ **Ontraport to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ontraport-to-quickbooks-online) - [ **Ontraport to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/ontraport-to-pipedrive) ## More into Dixa - [ **HubSpot to Dixa** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dixa) - [ **Salesforce to Dixa** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dixa) - [ **Slack to Dixa** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dixa) - [ **Google Sheets to Dixa** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-dixa) - [ **Gmail to Dixa** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dixa) - [ **Google Calendar to Dixa** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dixa) Questions ## Ontraport and Dixa, answered ### ### What can start an automation from Ontraport? Any of Ontraport's 5 triggers in the catalog, including New Contact, New or Updated Contact, New Task and New Transaction. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dixa when something happens in Ontraport? Any of Dixa's 23 actions, including Create Callback Request, Create Conversation, Create User and Update End User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dixa to Ontraport? Dixa has no triggers in the catalog today, so automations start in Ontraport. If you need the other direction, ask: your agent reads Dixa's API documentation and adds it. ### ### Do I have to build a connector for Ontraport or Dixa? 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 Ontraport and Dixa 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.