Connect Ontraport and DocuSign

Both apps 41Ontraport 19DocuSign 22

• 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.

• Trigger
  New envelope sent

  Triggered when an envelope is sent from the DocuSign account.

• Action
  Add Envelope Recipients

  Add one or more recipients to an existing envelope.

• Action
  Create Envelope

  Create and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).

• Action
  Create Envelope From Template

  Create and send an envelope from an existing template using template roles.

• Action
  Create Recipient View

  Generate an embedded signing URL (recipient view) for a recipient of an envelope.

• Action
  Delete Envelope Recipient

  Remove a recipient from an envelope by recipient ID.

• Action
  Get Envelope

  Retrieve a single envelope's status and details by envelope ID.

• Action
  Get envelope audit events

  Retrieve the audit event log for an envelope.

• Action
  Get envelope document

  Downloads one document from a DocuSign envelope (or all documents combined, as an archive, a portfolio, or just the certificate of completion) and returns the file content base64-encoded.

• Action
  Get Envelope Documents

  List the documents contained in an envelope.

• Action
  Get Envelope Recipients

  List the recipients of an envelope and their signing status.

• Action
  Get Envelope Status Changes

  List envelopes whose status changed since a given date (status polling).

• Action
  Get Template

  Retrieve a single template's definition by template ID.

• Action
  Get user

  Retrieves the information for a DocuSign user.

• Action
  List Account Users

  List the users in the DocuSign account.

• Action
  List Envelopes

  List envelopes in the account, optionally filtered by status and modified date.

• Action
  List Folders

  List the folders in the account.

• Action
  List Templates

  List the envelope templates in the account.

• Action
  Send Envelope

  Send a draft envelope by changing its status to sent.

• Action
  Update envelope

  Changes an existing DocuSign envelope: send a draft, void an in-process envelope, change a draft's email subject and message, resume a paused workflow, or queue a completed envelope's documents for purging.

• Action
  Update Envelope Recipients

  Update existing recipients on an envelope (e.g. correct email or name).

• Action
  Void Envelope

  Void a sent envelope, providing a void reason.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.