--- title: "Connect Ontraport to Lido - APIANT.ai" description: "When \"New Contact\" fires in Ontraport, your agent runs \"Extract Data From File\" in Lido." canonical: "https://apiant.ai/connect/ontraport-to-lido" --- # Connect Ontraport to Lido When **New Contact** fires in [Ontraport](https://apiant.ai/connections/ontraport), your agent runs **Extract Data From File** in [Lido](https://apiant.ai/connections/lido). Describe the whole flow and it is built, tested on every scenario and kept running. Ontraport **5** triggers Ontraport **14** actions Lido **3** 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 Lido 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 Lido - When **New Contact** in Ontraport then **Extract Data From File** in Lido - When **New or Updated Contact** in Ontraport then **Generate extraction config** in Lido 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 Lido ## Triggers and actions 5 triggers · 17 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 **Extract Data From File** Starts an AI extraction job that pulls the requested columns out of a document or image, and returns the job id to fetch results with. - Action **Find Extraction Result** Returns the status and extracted data rows of a Lido data extraction job. - Action **Generate extraction config** Asks Lido to suggest an extraction configuration (columns, instructions and multi-row setting) for a document. Returns a job id; the suggestion is available from the job result. ## Each app on its own - [ **Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connections/ontraport) - [ **Lido** Lido is a data extraction application that uses AI to read documents, such as PDFs and invoices, and convert...](https://apiant.ai/connections/lido) 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 Lido - [ **Mapster to Lido** Mapster is a feedback survey platform that helps you collect and analyze user feedback.](https://apiant.ai/connect/mapster-to-lido) - [ **OutageDeck to Lido** OutageDeck aggregates the official status feeds of more than 170 cloud and SaaS providers into one place.](https://apiant.ai/connect/outagedeck-to-lido) - [ **Read AI to Lido** Read AI is a leading productivity tool that makes work easy with meeting summaries and transcripts, search...](https://apiant.ai/connect/read-ai-to-lido) - [ **HubSpot to Lido** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lido) - [ **Salesforce to Lido** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lido) - [ **Slack to Lido** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lido) Questions ## Ontraport and Lido, 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 Lido when something happens in Ontraport? Any of Lido's 3 actions, including Extract Data From File, Find Extraction Result and Generate extraction config. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lido to Ontraport? Lido has no triggers in the catalog today, so automations start in Ontraport. If you need the other direction, ask: your agent reads Lido's API documentation and adds it. ### ### Do I have to build a connector for Ontraport or Lido? 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 Lido 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.