--- title: "Connect Ontraport and PaintScout - APIANT.ai" description: "When \"New Contact\" fires in Ontraport, your agent runs \"Create Contact\" in PaintScout." canonical: "https://apiant.ai/connect/ontraport-to-paintscout" --- # Connect Ontraport and PaintScout When **New Contact** fires in [Ontraport](https://apiant.ai/connections/ontraport), your agent runs **Create Contact** in [PaintScout](https://apiant.ai/connections/paintscout), or **Contact Created** in PaintScout to **Create or Update Contact** in Ontraport. Describe the whole flow and it is built, tested on every scenario and kept running. Ontraport **5** triggers Ontraport **14** actions PaintScout **5** triggers PaintScout **19** 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 PaintScout 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 and PaintScout can do together ### From Ontraport to PaintScout - When **New Contact** in Ontraport then **Create Contact** in PaintScout - When **New or Updated Contact** in Ontraport then **Update Contact** in PaintScout ### From PaintScout to Ontraport - When **Contact Created** in PaintScout then **Create or Update Contact** in Ontraport - When **Invoice Status Changed** in PaintScout then **Create Task** in Ontraport 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 PaintScout ## Triggers and actions 10 triggers · 33 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. - Trigger **Contact Created** Triggers when a new contact is created in PaintScout. - Trigger **Invoice Sent** Triggers when an invoice is sent to a customer, including when an invoice is re-sent. - Trigger **Invoice Status Changed** Triggers when an invoice's status changes, delivering the invoice with its new status. - Trigger **Quote Status Changed** Triggers when a quote's status changes, for example when it is sent, accepted or declined. - Trigger **Quote Tag Added** Triggers when a tag is added to a quote, optionally only for one specific tag. - Action **Add company** Creates a new company in PaintScout with its name, contact details, address, lead source, owner and tags. - Action **Add deal** Creates a new deal in PaintScout, with its contact, job address, pipeline stage and value. - Action **Add note** Adds a note to a PaintScout contact, deal or company and returns the new note. - Action **Add task** Creates a task in PaintScout, optionally linked to a deal and assigned to a user. - Action **Create Contact** Creates a new contact in PaintScout with names, email, phone numbers, address, lead source, owner, note and tags. - Action **Create Quote** Creates a new quote in PaintScout for a contact, with its job address, notes, pricing adjustments and tags. - Action **Find companies** Returns the companies that match a search filter, such as a name, email or city. - Action **Find Contact** Returns up to 100 contacts that match the search you specify, such as an email address, name or company. - Action **Find deals** Returns the deals that match a search filter, such as a deal name, pipeline, stage or lead source. - Action **Find Invoice** Returns the invoices that match a search, such as a status, invoice number, contact name or date range. - Action **Find Quote** Returns the quotes that match a search filter, such as a quote number, status or contact name. - Action **Get contact** Returns a single PaintScout contact by its ID, including name, company, email, phone, address, lead source, owner and tags. - Action **Get deal** Returns a single PaintScout deal by its ID, including its contact, job address, pipeline stage, value, tags, linked quotes and invoices, and job costing. - Action **Get invoice** Returns a single PaintScout invoice with its contact, line items, payments, taxes, discounts and totals. Can optionally return the work-order view, which includes per-item material costs. - Action **Get quote** Returns a single PaintScout quote by its ID, including contact, job address, totals, tax, discount, payments, tags and customer-view links. - Action **Update company** Updates an existing PaintScout company's name, contact details, address, lead source, owner or tags. Fields left blank are not changed. - Action **Update Contact** Updates an existing PaintScout contact's name, contact details, address, lead source, owner, note and tags. Fields left blank keep their current values. - Action **Update deal** Updates an existing deal in PaintScout — its name, contact, job address, pipeline and stage, lead source, owner, tags and job costing. Fields left blank are not changed. - Action **Update task** Updates an existing task in PaintScout, such as its title, owner, notes, start time or completion status. ## Each app on its own - [ **Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connections/ontraport) - [ **PaintScout** PaintScout helps estimate & sell painting jobs.](https://apiant.ai/connections/paintscout) 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 PaintScout - [ **HubSpot to PaintScout** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-paintscout) - [ **Google Sheets to PaintScout** Google Sheets](https://apiant.ai/connect/google-sheets-to-paintscout) - [ **Gmail to PaintScout** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-paintscout) - [ **Google Calendar to PaintScout** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-paintscout) - [ **Google Drive to PaintScout** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-paintscout) - [ **Mailchimp to PaintScout** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-paintscout) Questions ## Ontraport and PaintScout, 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 PaintScout when something happens in Ontraport? Any of PaintScout's 19 actions, including Create Contact, Create Quote, Update company and Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PaintScout to Ontraport? Yes. When something happens in PaintScout, your agent can act in Ontraport too. This page covers both directions: PaintScout's triggers and Ontraport's actions are listed here as well. ### ### Do I have to build a connector for Ontraport or PaintScout? 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 PaintScout 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.