Connect Ontraport to Float

Both apps 55Ontraport 19Float 36

• 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 Allocation

  Triggers when a new allocation is created.

• Trigger
  New Client

  Triggers when a new client is added.

• Trigger
  New Department

  Triggers when a new department is added.

• Trigger
  New Logged Time

  Triggers when a new logged time is created.

• Trigger
  New Milestone

  Triggers when a new milestone is created.

• Trigger
  New Person

  Triggers when a new person is added.

• Trigger
  New Phase

  Triggers when a new phase is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Project Task

  Triggers when a new project task is created.

• Trigger
  New Time Off

  Triggers when a new time off is created.

• Trigger
  Updated Allocation

  Triggers when an allocation is modified.

• Trigger
  Updated Logged Time

  Triggers when a logged time is modified.

• Trigger
  Updated Phase

  Triggers when a phase is modified.

• Trigger
  Updated Project

  Triggers when a project is modified.

• Trigger
  Updated Project Task

  Triggers when a project task is modified.

• Action
  Create Allocation

  Creates a new allocation.

• Action
  Create Client

  Creates a new client.

• Action
  Create Department

  Creates a new department.

• Action
  Create Logged Time

  Creates a new logged time.

• Action
  Create Milestone

  Creates a new milestone.

• Action
  Create Person

  Creates a new person.

• Action
  Create Phase

  Creates a new phase.

• Action
  Create Project

  Creates a new project.

• Action
  Create Project Task

  Creates a new project task.

• Action
  Create Time Off

  Creates a new time off.

• Action
  Find Allocation

  Finds an allocation by ID.

• Action
  Find Logged Time

  Finds a logged time by ID.

• Action
  Find Person

  Finds a person by ID, email, or tag(s).

• Action
  Find Project

  Finds a project by ID, project_code, or tag(s).

• Action
  Update Allocation

  Update an existing allocation by ID.

• Action
  Update Logged Time

  Update an existing logged time entry by ID.

• Action
  Update Milestone

  Update an existing milestone by ID.

• Action
  Update Person

  Update an existing person by ID.

• Action
  Update Phase

  Update an existing phase by ID.

• Action
  Update Project

  Update an existing project by ID.

• Action
  Update Project Task

  Update an existing project task by ID.

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