Ontraport

• New contactRuns when a contact is added to Ontraport, with their details and custom fields. Contacts already there when the workflow is turned on don't start it.
• Contact added or changedRuns when a contact is added or their details change, with how they are now. A contact changed twice between two looks starts one run.
• Tag added to contactRuns when a contact is given a tag, or only the tag you choose, with the contact and the tag.
• Tag removed from contactRuns when the tag you choose is taken off a contact, with the contact as they are now. Ontraport tells Lodol through a webhook Lodol sets up for you.
• Form submittedRuns when someone fills in the form you choose, a form of its own or one on a landing page, with the contact as they are after it. Ontraport tells Lodol through a webhook Lodol sets up for you.
• New dealRuns when a deal is added to Ontraport, with its value, stage and primary contact.
• Deal stage changedRuns when a deal moves to another stage, or is added in one, or only when that stage is the one you choose. Moves made before the workflow was turned on don't start it.
• New transactionRuns when a transaction (an order or invoice) is made, with its total, status and products.
• New purchaseRuns when a contact buys a product, or only the product you choose, with what they paid.
• New taskRuns when a task is assigned, or only one assigned to the user you choose.
• Task completedRuns when a task is marked complete, or only one done by the user you choose.

• Create contactAdd a contact to Ontraport, with tags if you like. Ontraport allows two contacts with one email; use 'Create or update contact' for sign-ups.
• Create or update contactUpdate the contact with this email, or add one if nobody has it, such as for a form or sign-up. Fields left blank keep what they have.
• Get contactGet a contact's details, including your custom fields.
• Update contactChange a contact's details. Fields left blank keep what they have.
• Find contact by emailLook up the contact with an email. If several have it, the newest is given; 'Found' says whether anyone has it.
• List contactsList contacts matching every filter you give: words to search for, a tag, an owner, a field's value, or when they were added or changed. Leave every filter blank to list the newest.
• Add tags to contactTag a contact. Pick tags from your account or type names; a new name makes the tag. Ontraport applies tags within a moment.
• Remove tags from contactTake tags off a contact, picked from your account or typed by name. A tag the contact doesn't have is skipped.
• Add contact to automationStart a contact on automations or sequences, which then send their emails and run their steps. Pick at least one.
• Remove contact from automationTake a contact out of automations or sequences, so they stop running for them. Pick at least one.
• Create taskGive a user a task about a contact. Pick one of your task messages, or write a subject and details, which Ontraport keeps as a task message of their own.
• Update taskReassign a task, change when it's due, or cancel it. Fields left blank keep what they have; use 'Complete task' to finish one with an outcome.
• Complete taskMark a task done, with an outcome such as 'Signed' if you like.
• List tasksList tasks, newest first: a contact's, those in a status, or a user's.
• Add noteAdd a note to a contact's record.
• Create dealAdd a deal to your pipeline, with its value, stage and primary contact.
• Update dealChange a deal, such as moving it to another stage. Fields left blank keep what they have.
• List dealsList deals, newest first, by words in them, stage, primary contact or owner.
• Create productAdd a product, to sell on Ontraport's order forms or log sales of.
• List productsList your products, newest first.
• Log transactionRecord a sale of a product that was paid somewhere else, such as in another shop. Nobody is charged, and no invoice is emailed unless you ask for one.
• List transactionsList transactions (invoices), newest first: a contact's, those in a status, or those made after a time.
• List formsList your forms, with how many times each was filled in.
• Delete recordDelete a contact, deal, product or task message for good. Ontraport can't undo it.

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