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Triggers and actions 16 triggers · 28 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.
Trigger
Archived LeadTriggers when a lead is archived (marked 'archive').
Trigger
Call BackTriggers when a lead is marked for 'call back'.
Trigger
Lead updated (instant)Fires when a lead's information is updated by an agent (webhook event: lead_updated).
Trigger
Lost LeadTriggers when a lead is lost (marked 'loser').
Trigger
New call (instant)Fires when a new call is conducted (webhook event: new_call).
Trigger
New call recording (instant)Fires when a new call recording becomes available (webhook event: new_recording).
Trigger
New comment (instant)Fires when a new comment is created for a lead (webhook event: new_comment).
Trigger
New lead (instant)Fires when a new lead is created in Myphoner (webhook event: lead_created).
Trigger
New WinnerTriggers when a lead is won.
Trigger
Text message received (instant)Fires when a text message is received from a lead (webhook event: inbound_text).
Trigger
Text message sent (instant)Fires when a text message is sent to a lead (webhook event: text).
Action
Archive a leadArchives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.
Action
Create a listCreates a new lead list in Myphoner, optionally defining its columns.
Action
Create LeadCreates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
Action
Find LeadSearches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
Action
Get a leadReturns one Myphoner lead by its ID, including every column defined on the lead's list.
Action
Get a listReturns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
Action
List leadsReturns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
Action
List listsReturns every lead list in the Myphoner account, with each list's name, ID and lead count.
Action
Mark Lead as LoserMarks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.
Action
Mark Lead as WinnerMarks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.
Action
Mark Lead for Call BackSchedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.
Action
Move a lead to another listMoves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
Action
Search for LeadSearches Myphoner leads for your text and returns every match, optionally limited to certain lists.
Action
Update LeadUpdates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.