Connect Ontraport to Salesmate

Both apps 31Ontraport 19Salesmate 12

• 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
  New De-Activated User

  Triggers when a user in Salesmate is de-activated.

• Trigger
  New User

  Triggers when a new user is added to your Salesmate account.

• Action
  Add Note

  Adds a note to a contact in Salesmate. Returns the id of the note that was created.

• Action
  Create Contact

  Creates a new contact in Salesmate. Returns the id of the contact that was created.

• Action
  Random User

  Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.

• Action
  Search for Total Rows in Activity

  Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.

• Action
  Search for Total Rows in Company

  Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.

• Action
  Search for Total Rows in Contacts

  Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.

• Action
  Search for Total Rows in Deal

  Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.

• Action
  Search User

  Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.

• Action
  Update Contact

  Updates an existing contact in Salesmate. Only the fields you supply are changed.

• Action
  Update Note

  Updates an existing note on a contact in Salesmate.

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