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Triggers and actions 10 triggers · 35 actions
Trigger
New ContactPolling trigger: fires for each newly created contact, newest first (sorted by creation date).
Trigger
New or Updated ContactPolling trigger: fires when a contact is created or modified, sorted by date last modified.
Trigger
New TaskPolling trigger: fires for each newly created task (objectID 1), newest first.
Trigger
New TransactionPolling trigger: fires for each newly created transaction (objectID 46), newest first.
Trigger
Two-way sync new or updated contactA 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 ObjectCreate 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 ContactCreate 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 TaskCreate a Task object (objectID 1) in Ontraport.
Action
Delete ContactDelete a contact by its Ontraport ID.
Action
Delete ObjectDelete a record of any object type by objectID and id.
Action
Find Contact by EmailFind 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 ContactRetrieve a single contact by its Ontraport ID.
Action
Get ObjectRetrieve a single record of any object type by objectID and id.
Action
List ContactsList contacts with optional search, range, and sort.
Action
List ObjectsList records of any object type with optional search and range.
Action
Remove Tag from ContactRemove a tag from one or more contacts.
Action
Tag ContactAdd a tag to one or more contacts.
Action
Update ObjectUpdate 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
Comment AddedTriggers when a comment is added in any task in the selected board.
Trigger
New boardFires when a new board is created. Polls GET /v1/boards.
Trigger
Task AssignedTriggers when a task is is assigned to a user in the selected board.
Trigger
Task CreatedTriggers when a task is created in the selected board.
Trigger
Task MovedTriggers when a task is moved both within a column and between columns in the selected board.
Action
Add boardCreate a new board. Endpoint: POST /v1/boards.
Action
Add commentAdd a comment to a task. Endpoint: POST /v1/boards/{boardID}/tasks/{taskID}/comments.
Action
Add tagCreate a new tag on a board. Endpoint: POST /v1/boards/{boardID}/tags.
Action
Create TaskCreates a task in the specified column of the specified board
Action
Delete boardDelete a board. Endpoint: DELETE /v1/boards/{boardID}.
Action
Delete tagDelete a tag from a board. Endpoint: DELETE /v1/boards/{boardID}/tags/{tagID}.
Action
Delete taskDelete a task. Endpoint: DELETE /v1/boards/{boardID}/tasks/{taskID}.
Action
Get boardRetrieve a single board by id. Endpoint: GET /v1/boards/{boardID}.
Action
Get columnRetrieve a single column on a board. Endpoint: GET /v1/boards/{boardID}/columns/{columnID}.
Action
Get taskRetrieve a single task by id. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}.
Action
List boardsList the boards visible to the connected account. Endpoint: GET /v1/boards.
Action
List board usersList the users who have access to a board. Endpoint: GET /v1/boards/{boardID}/users.
Action
List checkboxesList the checklist items on a task. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}/checkboxes.
Action
List columnsList the columns on a board. Endpoint: GET /v1/boards/{boardID}/columns.
Action
List commentsList the comments on a task. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}/comments.
Action
List tagsList the tags defined on a board. Endpoint: GET /v1/boards/{boardID}/tags.
Action
List tasksList the tasks on a board. Endpoint: GET /v1/boards/{boardID}/tasks.
Action
Move taskMove a task to a different column or assign it to a user. Endpoint: PATCH /v1/boards/{boardID}/tasks/{taskID}.
Action
Update boardEdit a board's name or settings. Endpoint: PUT /v1/boards/{boardID}.
Action
Update columnRename a board column. Endpoint: PATCH /v1/boards/{boardID}/columns/{columnID}.
Action
Update taskEdit a task's fields. Endpoint: PUT /v1/boards/{boardID}/tasks/{taskID}.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.