Integration
Connect Ontraport and ServeManager
When New Contact fires in Ontraport, your agent runs Upload File in ServeManager, or New Attempt in ServeManager to Create or Update Contact in Ontraport. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Ontraport and ServeManager to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Ontraport and ServeManager can do together
From Ontraport to ServeManager
When New Contact in Ontraport
then Upload File in ServeManager
From ServeManager to 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 ServeManager
Triggers and actions 10 triggers · 26 actions
- New Contact
Polling trigger: fires for each newly created contact, newest first (sorted by creation date).
- New or Updated Contact
Polling trigger: fires when a contact is created or modified, sorted by date last modified.
- New Task
Polling trigger: fires for each newly created task (objectID 1), newest first.
- New Transaction
Polling trigger: fires for each newly created transaction (objectID 46), newest first.
- 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.
- 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.
- 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.
- Create Task
Create a Task object (objectID 1) in Ontraport.
- Delete Contact
Delete a contact by its Ontraport ID.
- Delete Object
Delete a record of any object type by objectID and id.
- Find Contact by Email
Find a contact by exact email match. Returns the first matching record.
- 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.
- Get Contact
Retrieve a single contact by its Ontraport ID.
- Get Object
Retrieve a single record of any object type by objectID and id.
- List Contacts
List contacts with optional search, range, and sort.
- List Objects
List records of any object type with optional search and range.
- Remove Tag from Contact
Remove a tag from one or more contacts.
- Tag Contact
Add a tag to one or more contacts.
- 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.
- Invoice Issued
Triggers when an invoice is issued.
- New Attempt
Triggers when a new service attempt is logged on any job.
- New Company
Triggers when a new company is added in ServeManager.
- New Job
Triggers when a new job is created in ServeManager.
- New Note
Triggers when a new note is added to any job.
- Cancel Job
Cancels a job and records a cancellation note on it.
- Create Company
Creates a company (client, law firm or process server) in ServeManager, optionally with a primary contact, address, email and phone.
- Delete Attempt
Deletes a service attempt.
- Find Company
Finds ServeManager companies by a text search over company and contact details, most reliably a full email address.
- Find Court Case
Finds court cases by case number, plaintiff, defendant or court branch name.
- Find Job
Finds jobs by a text search over company names, recipients, zip codes and other job details.
- Get Attempt
Returns one service attempt by ID, including serve type, outcome, recipient and address.
- Get Court Case
Returns one court case by ID, including its plaintiff, defendant, case number and court.
- Get Job
Returns one ServeManager job by its ID, including recipient, status and client details.
- List Employees
Lists the employees on your ServeManager account with their contact details and permission level.
- Update Company
Updates a company's name, type, website or note. An address given here is added to the company; existing addresses are kept.
- Upload File
Attaches a file from a public URL to an existing job, either as a document to be served or as a miscellaneous attachment. ServeManager downloads the file itself.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Ontraport
Ontraport to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Ontraport to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Ontraport to StripeStripe is a payment processing platform for online businesses.
Ontraport to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Ontraport to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Ontraport to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into ServeManager
HubSpot to ServeManagerHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ServeManagerGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ServeManagerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ServeManagerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ServeManagerGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Ontraport and ServeManager, 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 ServeManager when something happens in Ontraport?
Any of ServeManager's 12 actions, including Create Company, Update Company, Upload File and Find Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ServeManager to Ontraport?
Yes. When something happens in ServeManager, your agent can act in Ontraport too. This page covers both directions: ServeManager's triggers and Ontraport's actions are listed here as well.
Do I have to build a connector for Ontraport or ServeManager?
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 ServeManager 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.