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Connect Claude CodeEverything your agent can do with Ontraport and Lob
Triggers and actions 5 triggers · 54 actions
Trigger
New ContactPolling trigger: fires for each newly created contact, newest first (sorted by creation date).
Trigger
New or Updated ContactPolling trigger: fires when a contact is created or modified, sorted by date last modified.
Trigger
New TaskPolling trigger: fires for each newly created task (objectID 1), newest first.
Trigger
New TransactionPolling trigger: fires for each newly created transaction (objectID 46), newest first.
Trigger
Two-way sync new or updated contactA 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 ObjectCreate 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 ContactCreate 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 TaskCreate a Task object (objectID 1) in Ontraport.
Action
Delete ContactDelete a contact by its Ontraport ID.
Action
Delete ObjectDelete a record of any object type by objectID and id.
Action
Find Contact by EmailFind 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 ContactRetrieve a single contact by its Ontraport ID.
Action
Get ObjectRetrieve a single record of any object type by objectID and id.
Action
List ContactsList contacts with optional search, range, and sort.
Action
List ObjectsList records of any object type with optional search and range.
Action
Remove Tag from ContactRemove a tag from one or more contacts.
Action
Tag ContactAdd a tag to one or more contacts.
Action
Update ObjectUpdate 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
Autocomplete US AddressSuggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type.
Action
Bulk Verify International AddressesChecks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable.
Action
Cancel CheckCancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window.
Action
Cancel LetterCancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window.
Action
Cancel PostcardCancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window.
Action
Create AddressSaves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings.
Action
Create Bank AccountSaves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet.
Action
Create TemplateSaves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version.
Action
Delete AddressDeletes a saved address from Lob. Returns the deleted address's ID.
Action
Delete Bank AccountDeletes a saved bank account from Lob. Returns the deleted bank account's ID.
Action
Delete TemplateDeletes an HTML template from Lob. Returns the deleted template's ID.
Action
Get AddressReturns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it.
Action
Get Bank AccountReturns one saved bank account from Lob by its ID, including whether it has been verified.
Action
Get CheckReturns one check from Lob by its ID, including its amount, status and delivery tracking events.
Action
Get LetterReturns one letter from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get PostcardReturns one postcard from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get TemplateReturns one HTML template from Lob by its ID, including its published version and version history.
Action
List AddressesReturns the saved addresses in your Lob address book, newest first, with cursors for paging through more.
Action
List Bank AccountsReturns the bank accounts saved in your Lob account, newest first, with cursors for paging through more.
Action
List BookletsReturns the booklets you have created in Lob, newest first, with cursors for paging through more.
Action
List CampaignsReturns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List ChecksReturns the checks you have sent through Lob, newest first, with cursors for paging through more.
Action
List Informed Delivery CampaignsReturns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List LettersReturns the letters you have sent through Lob, newest first, with cursors for paging through more.
Action
List PostcardsReturns the postcards you have sent through Lob, newest first, with cursors for paging through more.
Action
List QR Code AnalyticsReturns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total.
Action
List Snap PacksReturns the snap packs you have sent through Lob, newest first, with cursors for paging through more.
Action
List TemplatesReturns the saved HTML templates in your Lob account, newest first, with cursors for paging through more.
Action
List UploadsReturns the recipient-list uploads in your Lob account, optionally narrowed to one campaign.
Action
Look Up ZIP CodeLooks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type.
Action
Reverse Geocode LookupTakes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point.
Action
Send CheckPrints and mails a physical check drawn on your Lob bank account to the recipient address you name.
Action
Send LetterPrints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template.
Action
Send PostcardPrints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template.
Action
Update TemplateChanges an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was.
Action
Validate Recipient IdentityChecks whether a person or company name is actually associated with a US address, and returns a confidence level and match score.
Action
Verify Bank AccountConfirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks.
Action
Verify International AddressChecks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered.
Action
Verify Single Line US AddressChecks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable.
Action
Verify US AddressChecks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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