Ontraport Action Automation for

Workflows Documentation

Action: Create Contact

1. First Name

  • Input Required: Enter the contact's first name.

2. Last Name

  • Input Required: Provide the contact's last name.

3. Email

  • Input Required: Enter the contact's email address.

Action: Update Contact

1. Contact ID

  • Input Required: Enter the unique contact ID to be updated.

NB: Get the Contact ID by using the action Search Contact By Email.

2. First Name

  • Input Required: Enter the updated first name of the contact.

3. Last Name

  • Input Required: Provide the updated last name of the contact.

4.Email

  • Input Required: Enter the new email address of the contact.

Action: Search Contact By Email

1. Contact Email

  • Input Required: Enter the email address of the contact you wish to search for.

Action: Delete Contact

1. Contact ID

  • Input Required: Enter the unique contact ID of the client you wish to delete.

NB: Get the Contact ID by using the action Search Contact By Email.

Action: Create Tag

1 . Tag Name

  • Input Required: Enter the desired name for the new tag.

Action: Search Tag By Name

1 . Tag Name

  • Input Required: Enter the name of the tag you wish to search for.

Action: Update Tag

1. Tag ID

  • Input Required: Enter the unique ID of the tag you wish to update.

NB: Get the tag ID by using the action Search Tag By Name.

2. Name

  • Input Required: Provide the new name for the tag.

Action: Delete Tag

1. Tag ID

  • Input Required: Enter the unique ID of the tag you wish to delete.

NB: Get the tag ID by using the action Search Tag By Name.

Action: Create Product

1. Name

  • Input Required: Enter the name of the product you wish to create.

2. Price

  • Input Required: Provide the price of the product.

Action: Search Product

1. Product Name

  • Input Required: Enter the name of the product you wish to search for.

Action: Update Product

1.Product ID

  • Input Required: Enter the unique ID of the product you wish to update.

NB: Get the ID by using the action Search Product.

2. Name

  • Input Required: Provide the new name for the product

3. Price

  • Input Required: Enter the updated price of the product.

Action: Delete Product

1. Product ID

  • Input Required: Enter the unique ID of the product you wish to delete.

NB: Get the ID by using the action Search Product.