Integration

Connect Ontraport to Previsto

When something happens in Ontraport, your agent does the next thing in Previsto. Describe it in plain language and the automation is built, tested on every branch and kept running.

Ontraport5 triggersOntraport14 actionsPrevisto5 triggersPrevisto13 actions

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What do you want Ontraport and Previsto to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Ontraport and Previsto

Triggers and actions 10 triggers · 27 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
Completed Assignment
Triggers when an assignment is marked as completed in Previsto.
Trigger
Created Agreement
Triggers when a new service agreement is created in Previsto.
Trigger
Created Assignment
Triggers when a new assignment is created in Previsto.
Trigger
Created Contact
Triggers when a new contact is created in your Previsto account, and hands on that contact's details.
Trigger
Updated Contact
Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
Action
Create Agreement
Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
Action
Create Assignment
Creates an assignment in Previsto for a customer and returns the created assignment.
Action
Create Contact
Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
Action
Delete agreement
Deletes a service agreement from Previsto.
Action
Delete assignment
Deletes an assignment from Previsto.
Action
Delete contact
Deletes a contact from Previsto.
Action
Get account
Returns a single Previsto account, including its contact details, roles and location.
Action
Get agreement
Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
Action
Get assignment
Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
Action
Get contact
Returns a single Previsto contact, including its address, billing settings and notification preferences.
Action
List contacts
Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
Action
Update agreement
Updates a service agreement in Previsto and returns the updated agreement.
Action
Update contact
Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.

Each app on its own

The other way round: Previsto to Ontraport