Connect Ontraport to GoCardless

Both apps 37Ontraport 19GoCardless 18

• 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 billing request

  Creates a GoCardless billing request to collect a Direct Debit mandate, a one-off payment, or both from a customer.

• Action
  Add customer

  Creates a new customer record in GoCardless with their name, contact details and address.

• Action
  Add customer bank account

  Creates a bank account for an existing GoCardless customer, using local bank details or an IBAN.

• Action
  Cancel mandate

  Cancels a Direct Debit mandate so no further payments can be collected against it, and returns the cancelled mandate.

• Action
  Cancel payment

  Cancels a pending GoCardless payment so it is not collected, and returns the updated payment.

• Action
  Cancel subscription

  Cancels a GoCardless subscription so no further payments are collected under it, and returns the cancelled subscription.

• Action
  Create Direct Debit Payment

  Collects a one-off Direct Debit payment from a customer against their existing mandate.

• Action
  Create Instant Bank Payment

  Creates a billing request for a one-off instant bank payment (Pay By Bank) for the given amount and currency.

• Action
  Create Mandate Authorisation Request

  Creates a Direct Debit mandate request for a payer and returns a hosted authorisation link you can send them to set up the mandate.

• Action
  Create Subscription

  Creates a recurring subscription that collects a fixed amount on a schedule against an existing GoCardless mandate.

• Action
  Get customer

  Returns a single GoCardless customer by its ID, including contact details, address and metadata.

• Action
  Get mandate

  Returns a single Direct Debit mandate, including its status, scheme, reference and linked customer bank account and creditor.

• Action
  Get payment

  Returns a single GoCardless payment by its ID, including amount, status, charge date and linked mandate.

• Action
  Get subscription

  Returns the details of a single GoCardless subscription, including its amount, schedule, status and upcoming payments.

• Action
  Retry payment

  Retries a failed payment, resubmitting it for collection on the next available date or a date you choose.

• Action
  Search for a Billing Request

  Searches billing requests, optionally filtered by customer, status and creation date, and returns the matches.

• Action
  Search for a Customer

  Searches your GoCardless customers by email, company name, surname, currency or creation date and returns the matches.

• Action
  Update customer

  Updates an existing GoCardless customer's name, contact details, address or metadata. Fields left blank are not changed.

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