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Ontraport

Ontraport

#320 most-used

CRM and marketing automation for growing businesses

CRMSalesMarketingAutomationEmail MarketingLead Generation

Ontraport is an all-in-one CRM and marketing automation platform built for entrepreneurs, coaches, and service businesses. It manages contacts, email sequences, landing pages, transactions, and membership sites in one place. Connect it to Actionist and your agents can create and update contacts, apply tags to segment your audience, track purchases, respond to form submissions, and fire downstream actions the moment a lead or customer takes a meaningful step.

Try Ontraport with ActionistVisit Ontraport
Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual cycle of tagging contacts, managing sequence enrolments, logging offline transactions, processing refund requests, and running weekly contact list audits across Ontraport.

Schedule

What your Ontraport agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Wed–Fri
Wed
Thu
Fri
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Ontraport × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
4Apps spanned
~22 hrsSaved / week
5Personas served
For sales
Featured2 apps

New lead enriched and sequenced in under a minute

When a new contact appears in Ontraport, the agent calls an enrichment API with their email to retrieve company size, industry, and LinkedIn URL, writes the enriched data back to the contact's custom fields via Create or Update Contact, applies a pipeline stage tag using Add Tags to Contact, and enrols them in the correct welcome sequence. The rep receives a Slack card with the enriched profile before the contact opens their first email.

~5 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new contact is added to Ontraport from any source
Trigger
Step 1
Ontraport
New Contact fires in Ontraport
read
Step 2
Ontraport
Get Contact by ID to retrieve full profile
write
Step 3
Ontraport
Create or Update Contact with enriched company and LinkedIn fields
write
Step 4
Ontraport
Add Tags to Contact to assign pipeline stage
write
Step 5
Slack
Post enriched lead card to #new-leads channel
Result
Create or Update Contact with enriched company and LinkedIn fieldsAdd Tags to Contact to assign pipeline stagePost enriched lead card to #new-leads channel
The win
Saved per run
8 min
Runs / week
~40×
Every lead enters the CRM fully enriched and sequenced from minute one
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    40 min / week
    Manual lead triage and tagging

    Reps pull the new leads list from Ontraport, check each one for missing fields, apply tags one at a time, and manually start the correct sequence — 10 minutes per lead during peak intake weeks.

    Sales Agent
    0 min
    Agent tags and sequences every new lead automatically

    When a new contact arrives, the agent retrieves the profile, applies the correct pipeline tag, and enrols the contact in the sequence — all without the rep touching the CRM.

  • Marketing
    35 min / week
    Manual segment campaign enrolment

    The marketing team builds filtered contact lists in Ontraport each week, reviews them for accuracy, and manually adds contacts to sequences one segment at a time.

    Marketing Agent
    0 min
    Agent enrols new segment members automatically

    The agent monitors tag changes across the contact list and enrols newly qualified contacts in the correct sequence within about a minute of the tag firing — no list-building required.

  • Customer Support
    30 min / week
    Manual refund and churn risk processing

    Support agents look up each refund request in Ontraport, verify the transaction manually, then log the outcome and update tags — adding 15 minutes per case to an already heavy workload.

    Customer Support Agent
    0 min
    Agent verifies transactions and updates tags automatically

    The agent retrieves the transaction, applies or removes the appropriate tags, and creates the finance task — all before the support agent has finished reading the request.

  • Human Resources
    20 min / week
    Manual new hire contact creation and onboarding tag

    HR creates each new employee's Ontraport record by hand, then manually applies the onboarding tag and checks that the sequence fired — a 20-minute job that happens during the busiest part of an onboarding week.

    Human Resources Agent
    0 min
    Agent creates contact and triggers onboarding sequence automatically

    When the new hire is confirmed, the agent creates the Ontraport contact, applies the New Employee tag, and the onboarding sequence starts — IT and ops tasks follow automatically.

  • Finance
    25 min / week
    Manual transaction logging and reconciliation

    Finance manually enters each offline payment into Ontraport, matches it to the correct contact, and verifies that the fulfilment sequence fired — taking 20 minutes per transaction for non-card payments.

    Finance Agent
    0 min
    Agent logs transactions and triggers fulfilment automatically

    The agent logs each offline payment to the correct contact in Ontraport, confirms the transaction status, and triggers the fulfilment sequence — no manual CRM entry required.

  • Operations
    120 min / week
    Manual contact list health checks

    Ops runs weekly export reports from Ontraport, manually scans for missing fields and tag conflicts, logs the issues to a spreadsheet, and flags them to the data team — a 2-hour weekly audit.

    Operations Agent
    0 min
    Agent audits and flags contact list issues automatically

    The agent runs the health audit, identifies incomplete records and conflicting tags, logs a clean report, and flags issues to the data team — the full audit completes before Monday standup.

  • Legal
    30 min / week
    Manual consent and erasure compliance checks

    The legal team manually pulls new contact lists each week to check for missing consent tags, then individually processes each erasure request by removing tags and logging actions — 30 minutes of manual compliance work per week.

    Legal Agent
    0 min
    Agent sweeps consent and processes erasure requests automatically

    The agent runs consent sweeps for all new contacts, applies Consent Pending tags where missing, and processes erasure requests end to end — compliance documentation is complete within about a minute of each request.

+ 100s of other Ontraport automations
Average time saved
30 hrs / person / month
Calculator

Calculate what your team saves

Team size
8 people
Hourly rate
$22 / hr
Hours saved / week
28
Hours saved / year
1,400
Annual ROI
$30,800

Based on Ontraport's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Ontraport into Actionist

Pick the connection method that suits your environment.

Connect Actionist to Ontraport using your API Key and App ID. Both are available in your Ontraport account under Administration > Integrations > API.

1
Open Ontraport API settings

In Ontraport, click the gear icon (top right) to open Administration, then go to Integrations > API. Your API Key and App ID are displayed here.

2
Copy your credentials

Copy the API Key and App ID. Treat the API Key like a password — do not share it or commit it to source control.

3
Paste into Actionist

Paste both values into the fields below and click Test Connection. Actionist verifies the credentials with a read-only API call before enabling any actions.

Credentials you'll need
API Key*
Ontraport Administration > Integrations > API > API Key
App ID*
Ontraport Administration > Integrations > API > App ID
Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

6 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Ontraport + Actionist

How does Actionist connect to Ontraport?
Go to the Apps tab, find Ontraport, and click Connect. The connection requires your Ontraport API Key and API Application ID — both found in Ontraport under Administration > Integrations > API. Paste them into the two fields in Actionist, click Test Connection, and Actionist runs a read-only call to verify the credentials before any actions run. The connection gives the agent access to contacts, tags, sequences, transactions, tasks, and forms within your Ontraport account.
What permissions does the agent need on my Ontraport account?
Ontraport's API uses a single API Key and App ID pair that inherits the permissions of the API user in your account. For read-only operations like Find Contact, List Contacts, and Get Transaction, a read-only API user is sufficient. For write operations — Create or Update Contact, Add Tags, Add to Sequence, Create Task, Log Transaction — the API user needs full CRM permissions. Ontraport does not offer granular OAuth scopes per endpoint; the simplest setup is a dedicated Actionist API user with the permissions your use cases require.
How quickly does the agent react to a new contact or tag event?
Actionist polls Ontraport's API for new events — including new contacts, form submissions, and tag changes — within about a minute of them occurring. The poll interval means a new lead entering Ontraport will trigger downstream actions in under 60 seconds in typical conditions. There is no real-time webhook path for all events; if sub-minute latency is critical for a specific trigger, use Ontraport's native webhook postback URL pointed at your Actionist agent endpoint.
Can Actionist trigger different actions based on which tag is added?
Yes. You can configure separate agent tasks for each tag you care about — for example, one task that fires when the 'Hot Lead' tag is applied and a different task when 'Churn Risk' is applied. Each task can call different actions, enrol different sequences, or notify different team members. There is no limit to the number of tag-based triggers you configure across your Ontraport account.
Will Actionist create duplicate contacts if the same person submits multiple forms?
Using the Create or Update Contact action avoids duplicates — it searches for an existing contact by email address and updates the existing record if found, or creates a new one only if no match exists. As long as the email address is consistent across form submissions, the same contact record is updated each time. For cases where the email might vary, use Find Contact first to look up the record before deciding whether to create or update.
Can Actionist add contacts directly to a sequence, or does it only manage tags?
Actionist can do both. The Add Contact to Sequence action directly enrols a contact into a named Ontraport sequence — useful when you want to start a communication flow based on an external event without waiting for a tag to trigger the enrolment inside Ontraport's campaign builder. Add Tags to Contact is available separately for cases where the tag itself should drive the sequence enrolment via Ontraport's built-in automation rules.
How does the agent handle transaction verification before fulfilment?
When a Product Purchased trigger fires, the agent can call Get Transaction immediately to retrieve the transaction's status field. If the status is 'Paid', fulfilment proceeds — access credentials are sent, project records are created, and the product tag is applied. If the status is 'Declined' or 'Pending', the agent creates a follow-up task rather than dispatching fulfilment, preventing delivery against a payment that has not yet cleared. This check adds one API call but eliminates manual fulfilment errors on declined cards.
Can Actionist be used for GDPR and data subject request compliance in Ontraport?
Yes. Actionist can automate key parts of the compliance workflow: the Legal Agent can call Find Contact to locate a data subject's record, Get Contact by ID to retrieve all stored fields and tags for the access request report, Remove Tag from Contact to halt all automated communications immediately upon an erasure request, and Add Tags to Contact to apply an Erasure Requested tag that prevents any new sequence enrolment. The documentation log can be written to a Notion or Google Sheets compliance tracker in the same agent task. Note that the actual deletion of the contact record from Ontraport still requires a manual step or Ontraport's own GDPR deletion tools, as Actionist does not expose a delete-contact endpoint.
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