Attio and Ontraport Integration

Attio icon
Ontraport icon
Attio
Ontraport

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Connect Attio and Ontraport to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.

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Learn about Attio and Ontraport

Detailed info you need to know about Attio and Ontraport integrations in WEXTL. Explore which modules apps support and how you connect them.

Attio

Attio icon

CRM12 triggers31 searches29 actionsRelationship CRM — people, companies, deals, lists, and custom objects. [5]

Ontraport

Ontraport icon

CRM8 triggers29 searches58 actionsCRM, marketing automation, and e-commerce platform for small online businesses. [6]

How to connect Attio to Ontraport

Set up your Attio and Ontraport integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Attio and Ontraport work in WEXTL?

WEXTL exposes actions and triggers for Attio and Ontraport that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Attio triggersOntraport actions

Attio modules
  • Attio icon
    Create a Call RecordingCreate a new call recording for a meeting.
  • Attio icon
    Create a CommentCreates a new comment related to an existing thread, record or entry.
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    Create a FolderCreates a native folder entry or a connected file/folder entry on an object record.
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    Create a ListCreates a new list.
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    Create a MeetingCreates a new meeting.
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    Create an AttributesCreates a new attribute on either an object or a list.
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    Create an EntryAdds a record to a list as a new list entry.
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    Create an ObjectCreates a new custom object in your workspace.
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    Create a NoteCreates a new note for a given record.
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    Create a RecordCreates a new person, company or other record.
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    Create a TaskCreates a new task.
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    Delete a Call RecordingDeletes the specified call recording. This will remove the call recording and all associated data.
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    Delete a CommentDeletes a comment by ID.
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    Delete a FileDelete a single file by ID.
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    Delete an EntryDeletes a single list entry by its entry_id.
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    Delete a NoteDelete a single note by ID.
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    Delete a RecordDeletes a single record (e.g. a company or person) by ID.
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    Delete a TaskDelete a task by ID.
  • Attio icon
    Download a FileDownloads a file by redirecting to a signed URL.
  • Attio icon
    Get a Call RecordingGet a single call recording by ID.
  • Attio icon
    Get a CommentGet a single comment by ID.
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    Get a FileGet a single file entry by ID.
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    Get a ListGets a single list in your workspace that your access token has access to.
  • Attio icon
    Get a MeetingGet a single meeting by ID.
  • Attio icon
    Get an AttributesGets information about a single attribute on either an object or a list.
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    Get an EntryGets a single list entry by its entry_id.
  • Attio icon
    Get an ObjectGets a single object by its object_id or slug.
  • Attio icon
    Get a NoteGet a single note by ID.
  • Attio icon
    Get a RecordGets a single person, company or other record by its record_id.
  • Attio icon
    Get a TaskGet a single task by ID.
  • Attio icon
    Get a ThreadGet all comments in a thread.
  • Attio icon
    Get a Workspace MemberGets a single workspace member by ID.
  • Attio icon
    List All ListsList all lists that your access token has access to.
  • Attio icon
    List AttributesLists all attributes defined on a specific object or list.
  • Attio icon
    List Call RecordingsList all call recordings for a meeting.
  • Attio icon
    List EmailsLists email metadata from your workspace’s connected mailboxes.
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    List EntriesLists entries in a given list.
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    List FilesLists internal files, externally connected files and folders for a specific record.
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    List MeetingsLists all meetings in the workspace.
  • Attio icon
    List NotesList notes for all records or for a specific record.
  • Attio icon
    List ObjectsLists all system-defined and user-defined objects in your workspace.
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    List Object ViewsLists saved views for an object. Results are ordered by view ID.
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    List Record EntriesList all entries, across all lists, for which this record is the parent.
  • Attio icon
    List RecordsLists people, company or other records, with the option to filter and sort results.
  • Attio icon
    List Select OptionsLists all select options for a particular attribute on either an object or a list.
  • Attio icon
    List StatusesLists all statuses for a particular status attribute on either an object or a list.
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    List TasksReturns a list of all tasks.
  • Attio icon
    List ThreadsList threads of comments on a record or list entry.
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    List View ListsLists saved views for a list. Results are ordered by view ID.
  • Attio icon
    List Workspace MembersLists all workspace members in the workspace.
Ontraport modules
  • Ontraport icon
    Add Objects to a Campaign or SequenceSubscribes one or more records to campaigns or sequences.
  • Ontraport icon
    Add Objects to SequencesAdds one or more records to one or more sequences.
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    Add Tags to ObjectsAdds one or more tags to one or more records.
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    Add Tags to Objects by NameAdds one or more tags, picked by name, to one or more records.
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    Assign a TaskAssigns a task message to one or more records.
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    Cancel TasksCancels one or more tasks.
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    Change a Transaction to CollectionsMarks a transaction as being in collections.
  • Ontraport icon
    Change a Transaction to DeclinedMarks a transaction as declined.
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    Change a Transaction to PaidMarks a transaction as paid.
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    Close a ConversationSets a conversation's status to closed.
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    Complete TasksMarks one or more tasks as completed and can assign a follow-up task.
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    Create a Calendar EventCreates a new calendar event with optional recurrence and guests.
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    Create a Card Tokenization SessionCreates a short-lived session for sending card details to Ontraport's secure domain in exchange for a token.
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    Create a ConversationCreates a new conversation with a contact in a channel.
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    Create a MessageCreates a new message such as an email, a text message, or a task message.
  • Ontraport icon
    Create an InvoiceCreates an invoice for a contact and optionally emails it to them.
  • Ontraport icon
    Create an ObjectCreates a new record of any object type, such as a contact or a custom object.
  • Ontraport icon
    Create a TransactionCharges a contact for an offer, or logs the transaction without charging.
  • Ontraport icon
    Create Object Fields and SectionsCreates new fields, and a section for them if needed, on an object type.
  • Ontraport icon
    Create or Merge an ObjectCreates a record, or updates the existing one that has a matching unique value.
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    Delete a Calendar EventDeletes a calendar event or a recurring series.
  • Ontraport icon
    Delete an ObjectDeletes a single record of any object type.
  • Ontraport icon
    Delete an Object Field or SectionDeletes a field, or an empty section, from an object type.
  • Ontraport icon
    Delete ObjectsDeletes several records of one object type at once.
  • Ontraport icon
    Find an Object by EmailFinds the ID of a record by its email address.
  • Ontraport icon
    Get a Landing Page Hosted URLReturns the permanent hosted address of a landing page.
  • Ontraport icon
    Get a MessageReturns a single message with its full content.
  • Ontraport icon
    Get an ObjectReturns a single record of any object type.
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    Get an Object by Unique IDReturns a single record by its unique identifier.
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    Get a Transaction OrderReturns a single order with its offer, products and next payment date.
  • Ontraport icon
    Get Conversation View CountsReturns how many conversations of each kind an inbox holds.
  • Ontraport icon
    Get Form HTMLReturns the HTML of a form.
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    Get Localization MetadataReturns the choices available for each localization setting.
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    Get Localization SettingsReturns the time zone, date format, and currency settings of the account.
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    Get Object Collection InfoReturns the list layout and the number of records that match a search.
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    Get Object Fields and SectionsRetrieves the sections and fields of an object type.
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    Get Object MetaReturns the field definitions of one or all object types.
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    Get Purchase and Contact DataReturns full information about a purchase and the contact who made it.
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    Get the Latest Landing Page VersionReturns the most recent saved version of a landing page.
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    Get Transaction, Product, and Contact DataReturns full information about a transaction, its product and the contact.
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    List All Form BlocksRetrieves a list of all form blocks in the account.
  • Ontraport icon
    List Blocks for a FormRetrieves a list of the blocks that make up a form or landing page.
  • Ontraport icon
    List Calendar Event GuestsRetrieves a list of guests invited to a calendar event.
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    List Calendar EventsRetrieves a list of calendar events starting from a chosen time.
  • Ontraport icon
    List Calendar Potential GuestsRetrieves a list of contacts and users that can be invited to a calendar event.
  • Ontraport icon
    List CalendarsRetrieves a list of calendars in the account.
  • Ontraport icon
    List Conversation MessagesRetrieves the messages and log events of a conversation.
  • Ontraport icon
    List CurrenciesRetrieves a list of the currencies the account can use.
  • Ontraport icon
    List ObjectsRetrieves a list of records of any object type, with optional filters and sorting.
  • Ontraport icon
    List Objects with a TagRetrieves a list of records of any object type that carry a given tag.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Attio and Ontraport integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Attio [5]

Alternative integrations to Ontraport [6]

Try Attio and Ontraport on WEXTL®

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Frequently asked questions

Common questions about connecting Attio and Ontraport.

References

List of sources used to gather information about the Attio and Ontraport integration.

  1. Attio and Ontraport integration source code, module specs and credentials implementation.
  2. Our Attio and Ontraport integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Attio and Ontraport — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Attio integration information
  6. Ontraport integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Attio and Ontraport, or get started