Connect Ontraport and RO App

Both apps 70Ontraport 19RO App 51

• 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
  Ad Campaigns

  Triggers when a new ad campaign is added in RO App.

• Trigger
  Cash Flow Items

  Triggers when a new cash flow category (income or expense item) is added in RO App.

• Trigger
  Clients List

  Triggers when a new client (person contact) is added in RO App.

• Trigger
  Employees List

  Triggers when a new employee is added to the RO App company account.

• Trigger
  Lead Types

  Triggers when a new inquiry (lead) type is added to your RO App account.

• Trigger
  List of Services

  Triggers when a new service is added to the RO App service catalog.

• Trigger
  List of the Products

  Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category.

• Trigger
  Locations

  Triggers when a new location is added to your RO App company.

• Trigger
  New Invoice Statuses

  Triggers when a new invoice status is added to your RO App account.

• Trigger
  New Order Items

  Triggers when a new item (product or service) is added to the selected order.

• Trigger
  New Taxes

  Triggers when a new tax rate is added to the company in RO App.

• Trigger
  Order Statuses

  Triggers when a new order status is added to your RO App account.

• Action
  Add Booking Item

  Adds a product or service line item to an existing booking.

• Action
  Add Lead Comment

  Adds a comment to a lead (inquiry) in RO App.

• Action
  Add Order Comment

  Adds a comment to an existing order in RO App, optionally marked private.

• Action
  Add Task Comment

  Adds a comment to a task in RO App.

• Action
  Changing Order Status

  Changes the status of an order, optionally with a comment.

• Action
  Create a Client

  Creates a new client (person) in your RO App contacts.

• Action
  Create a Lead

  Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.

• Action
  Create an Order

  Creates a new order in RO App for a client at a chosen location.

• Action
  Create an Order Item

  Adds a product or service line item to an existing order in RO App.

• Action
  Create an Order or Estimate

  Creates a new estimate in RO App for a client at a location.

• Action
  Create a Payment

  Records an income or expense payment in a cashbox in RO App.

• Action
  Create Asset

  Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number.

• Action
  Create Booking

  Creates a new booking for a client at a location with an assigned employee and time slot.

• Action
  Create Product

  Creates a new product in the RO App catalog.

• Action
  Create Service

  Creates a new service in the RO App catalog.

• Action
  Create Task

  Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice.

• Action
  Create Update_booking

  Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

• Action
  Find Product

  Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.

• Action
  Find Service

  Finds services in the RO App catalog by name, barcode or category.

• Action
  Get Booking Items

  Returns all the service items on a specific booking.

• Action
  Get Client by ID

  Returns the details of a single client (person) by its ID.

• Action
  Get Estimate by ID

  Returns the full details of a single estimate, including its custom field values.

• Action
  Get Lead by ID

  Returns a single lead (inquiry) by its ID, including its custom fields.

• Action
  Get Order by Id

  Returns the full details of a single order by its ID.

• Action
  Get Prices

  Returns the list of price types (margins) configured for your company.

• Action
  Get Product by Id

  Returns a single product from your RO App catalog by its ID, including its custom fields.

• Action
  Get Product Categories

  Returns the product categories in your RO App catalog, optionally limited to the children of one parent category.

• Action
  Get Service Categories

  Returns the list of service categories in your RO App catalog, optionally under a parent category.

• Action
  Get Task

  Returns a single task by its ID, including all of its details.

• Action
  Get UOMs (Inits of Measure)

  Returns the list of product units of measure (UOMs) defined in the RO App account.

• Action
  Move Asset

  Moves an asset to a different warehouse.

• Action
  Search for Assets

  Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.

• Action
  Search Task

  Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.

• Action
  Update an Order Item

  Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.

• Action
  Update an Order or Estimate

  Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed.

• Action
  Update_booking_item

  Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.

• Action
  Update Client

  Updates an existing client (person) in RO App contacts.

• Action
  Update Product

  Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.