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Ontraport Zapier integrationAutomate Ontraport with Zapier.

The Ontraport Zapier integration gives you 6 triggers (5 instant), 3 actions and 1 search. Forms, purchases, tags and contacts can start a Zap, and Zapier can tag, create or update and look up contacts in return. Here is what each does and what it costs.

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Overview

What the Ontraport Zapier integration actually does

Ontraport is a business and marketing platform built for coaches, experts and people who sell courses or information products: contacts, forms, tags and payments live in one place. Connected to Zapier, it tells your other tools when someone signs up, buys or gets tagged, and it accepts contacts and tags coming from those tools.

Three outcomes cover most uses. Every sale lands in your books: Product Purchased or Transaction Created With Product starts the Zap for the product you pick, and an accounting or spreadsheet app records it. Contacts from everywhere, in one CRM: a webinar tool, a booking app or a checkout outside Ontraport starts the Zap and Create or Update Contact brings the person in, then Add Tags to Contact sorts them. Tags that drive other tools: Tag Added and Tag Removed react the moment a tag changes, so a community, a course platform or a chat channel can open or close access.

Now what the app page leaves out. Five of the six triggers are instant, but New Contact is a polling trigger and waits for Zapier's next check. Find Contact only searches the fields shown in your current contact view in Ontraport. There is no action to remove a tag or delete a contact; for anything the ready-made actions do not cover, there is an advanced request step meant for technical users.

Before choosing a tool, the Zapier review sets out the general picture, and the Make vs Zapier comparison is there too.

Vocabulary

Zapier vocabulary in one minute

Eight words come back throughout this page. Here they are in plain English.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it. Ontraport offers six of them.
Action
What the Zap does once started: the step that writes, sends or moves something for you, such as tagging a contact.
Task
The unit Zapier bills: one action your Zap completes successfully. The count on your plan is a count of those.
Instant trigger
A trigger the app reports itself: it calls Zapier the moment the event happens. Five Ontraport triggers work this way.
Polling trigger
A trigger Zapier checks on a timer, asking the app for new items at a fixed interval. New Contact is the Ontraport one.
Filter
A step that lets the Zap go on only when what arrived meets your condition, and stops it quietly otherwise.
Search step
A step that looks up something already in an app, so the steps after it can use what it found. Ontraport has one: Find Contact.
Cost

What an Ontraport Zap really costs

Triggers never cost a task, whether Ontraport reports a purchase instantly or Zapier checks for new contacts on a timer. What you pay for is each action that completes: a contact created or updated, tags added, a request sent.

  • Any trigger0 task
  • Each successful action1 task (a few actions use more)
  • Free plan100 tasks a month, 2-step Zaps
  • Premium appNo, Ontraport runs on the free plan

A Zap with three actions uses three times more than a Zap with one, and an action that fails is not counted. Ontraport is not a premium app, so the free plan works: 100 tasks a month, unlimited Zaps, two steps per Zap. Adding Find Contact, a filter or a second action makes the Zap multi-step, which needs a paid plan. The interval grid below only concerns New Contact; the five instant triggers fire straight away on every plan.

Connect

Connect Ontraport to Zapier in 3 steps

  1. 01

    Open your connections

    In your Zapier account, open the Apps page and click + Add connection. A connection is your Ontraport account linked to Zapier once, then reused by every Zap that touches Ontraport.

  2. 02

    Find Ontraport

    Type Ontraport in the search box of the dialog, pick it, then click Add connection. You need an existing Ontraport account, so keep the login of the right account at hand.

  3. 03

    Sign in and grant access

    Sign in to Ontraport in the tab that opens and grant Zapier access. Use an account that can see the forms, products, tags and contacts your Zaps will work with, including those other users created.

First Zap

Your first Ontraport Zap

GoalLog every purchase of one product in a spreadsheet, then tag the buyer in Ontraport.

  1. 01

    Pick the trigger

    Start a new Zap, choose Ontraport as the app and Product Purchased as the event, select your connection, then choose the product to watch.

  2. 02

    Test on a real purchase

    Run the test. Zapier brings back the three most recent purchases of the connected account for that product, so the next steps are mapped on a real one.

  3. 03

    Add the spreadsheet row

    Add the spreadsheet app as the first action and map what Ontraport sent into the columns. Test this step once and check the row before going on.

  4. 04

    Tag the buyer

    Add Ontraport again with Add Tags to Contact, map the buyer from the trigger into Contact and pick the tags. Two actions make this a multi-step Zap: it needs a paid plan.

  5. 05

    Test, then publish

    Test the tagging step, check the contact in Ontraport, then publish the Zap to switch it on. Each purchase now costs two tasks.

Triggers

The 6 Ontraport triggers

6 events start a Zap when something happens in Ontraport, and 5 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New Contact

Polling trigger

In Zapier“Triggers when a new contact is added to Ontraport.”

Starts your Zap when a contact is added to Ontraport, whatever brought them in, and passes that contact to the next steps. It is the broadest door into your list, and the only Ontraport trigger that waits for Zapier to come and check.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a coach wants every new Ontraport contact copied into the newsletter tool, without caring which form or import created it.
Watch out
do not feed it with Create or Update Contact in the same account, or each new contact starts the Zap again.
2

New Form Submission

Instant trigger

In Zapier“Triggers when a contact successfully fills out an Ontraport or ONTRAPages Form.”

Fires when someone successfully fills out an Ontraport form or an ONTRAPages form, and hands over that submission. It is the trigger for anything that should follow a specific form rather than your whole list.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a discovery-call request form should post a message to the sales channel the moment it is sent.
Watch out
you pick one form per Zap, so each form you want to follow needs its own Zap.
3

Product Purchased

Instant trigger

In Zapier“purchase object whenever specified product is purchased”

Reacts when a chosen product is bought, and passes the purchase record to the following steps. It is the trigger to use when what matters is who bought what, rather than the invoice that goes with it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a buyer of the online course should get access on the separate course platform without waiting for someone to add them.
Watch out
a Product Id is required, so one Zap follows one product.
4

Tag Added

Instant trigger

In Zapier“Triggers when a tag is successfully added to a contact or a custom object.”

Starts the Zap when a tag is added to a contact or to a custom object in Ontraport. Tags often carry your segmentation, so this trigger lets a single label change switch things on in other tools.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a member tagged as a VIP client should be invited to the private community straight from the Zap.
Watch out
you choose both the tag and the object type, and pairing it with Add Tags to Contact on the same tag creates a loop.
5

Transaction Created With Product

Instant trigger

In Zapier“invoice object whenever specified product is purchased”

Fires when a chosen product is purchased, but hands over the invoice side of the sale rather than the purchase record. That makes it the better fit for anything that lives in accounting or reporting.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
an expert selling a mastermind wants each sale of it written into the accounting tool, invoice included.
Watch out
it also needs a Product Id; for one product, pick this trigger or Product Purchased, not both, or the sale is counted twice.
6

Tag Removed

Instant trigger

In Zapier“Triggers when a tag is successfully removed from a contact or custom object.”

Taking a tag off a contact or a custom object is what starts this one. The mirror of Tag Added: when a tag opened something in another tool, this is the cleanest way to close it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a subscriber who loses the active member tag should lose access to the members' area hosted elsewhere.
Watch out
like Tag Added, it needs a tag and an object type picked up front, and those must exist already.
Actions

The 3 Ontraport actions

Ontraport gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Tags to Contact

Action

In Zapier“Adds Tags to the specified contact.”

Puts one or more tags on a contact you point to, so Ontraport's own sequences and segments can take over from there.

When to use it
a buyer from an outside checkout should be tagged so the right onboarding sequence starts in Ontraport.
Watch out
Contact and Tags are both required; map the contact from an earlier step, often Find Contact.
2

Create or Update Contact

Action

In Zapier“Creates or updates a contact in Ontraport.”

Adds a contact to Ontraport, or updates the existing one, with what the earlier steps carried. One action covers both new leads and returning ones.

When to use it
people who register for a webinar hosted outside Ontraport should end up in your list, new or not.
Watch out
it can set off New Contact if a Zap on the same account watches for new contacts.
3

API Request (Beta)

Action

In Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”

An advanced step, still in beta, that sends a request of your own to Ontraport using your existing connection. It covers what the ready-made actions do not, provided you know how to write it.

When to use it
a technical teammate needs an Ontraport operation that no other action offers.
Watch out
the method, the address and the stop-on-error choice are required, and only Ontraport's own addresses are accepted.
Searches

The Ontraport search

1 search step looks for data that already exists in Ontraport, so a later step can use it.

A search step looks up a contact that already exists, so the steps after it can use it. In the editor, it sits at the bottom of the action-event list, under its own SEARCH heading. Three settings decide what happens when the result is not the one expected.

1

Find Contact

Search

In Zapier“Finds an existing Contact.”

Looks up an existing contact from a search term and hands it to the next steps, which is how Add Tags to Contact knows who to tag.

When to use it
a payment arrives from an outside tool with only an email, and the matching Ontraport contact must be tagged.
Watch out
it only searches the fields visible in your current contact view in Ontraport; a hidden field is never searched.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and skips the steps that depended on it. Switched on, the Zap carries on without the contact.
  2. Create X if it doesn't exist yet?
    This box turns a search into a find-or-create. Ontraport offers no such variant on Zapier, so it does not apply to Find Contact.
  3. If multiple search results are found?
    Three ways out when several contacts match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When it breaks

When an Ontraport Zap breaks

Zapier attaches one help article to Ontraport, a getting-started guide, and no documented error. What breaks here comes from the choices each trigger requires and from the limits every Zap shares.

Most of these do not show up on day one. They appear as a contact not found, a tag loop or a task count draining faster than planned. When one hits, start with the Zapier troubleshooting page.

  • Find Contact misses a contact you can see

    The search only covers the fields displayed in your current contact view in Ontraport. If the field you search on is hidden there, the contact is never found.

  • The tag loop

    Tag Added on a tag, then Add Tags to Contact with the same tag: the Zap writes where its own trigger watches and sets itself off again, burning tasks.

  • The contact loop

    New Contact feeding Create or Update Contact on the same account creates contacts that start the Zap again. Keep the two in separate accounts or flows.

  • One sale counted twice

    Product Purchased and Transaction Created With Product both fire for the same product sale. Two Zaps on the same product, one per trigger, record it twice.

  • Old contacts and sales are ignored

    A Zap only reacts to what happens after it is switched on. Contacts, purchases and tags from before you publish are never picked up; moving them is a separate job.

  • A bulk import gets held back

    When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold the runs back instead of firing them all.
Need help

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FAQ

Ontraport Zapier integration: frequent questions

01Is the Ontraport Zapier integration free?
Yes. Ontraport is not a premium app, so it works on the free Zapier plan: 100 tasks a month and unlimited Zaps. The limit is two steps per Zap. A Zap where a form submission posts a message fits. A Zap that searches for a contact and then tags it has a search and an action, so it is multi-step and needs a paid plan; a filter or a second action has the same effect. Since five of the six triggers are instant, the free plan does not slow them down.
02How many tasks does an Ontraport Zap use?
Triggers are free: Ontraport reporting a form, a purchase or a tag never costs a task, and neither does Zapier checking for new contacts. Each action that completes costs one task, so a Zap that creates a contact and then tags it uses two per person. Failed actions are not counted. A few actions take more than one task, so check the apps you add. The real risk is a loop, such as Tag Added feeding Add Tags to Contact on the same tag, which burns tasks quickly.
03Is the Ontraport integration real time?
Mostly. New Form Submission, Product Purchased, Transaction Created With Product, Tag Added and Tag Removed are instant: Ontraport tells Zapier the moment the event happens. New Contact is the exception: it is a polling trigger, so Zapier checks at an interval set by your plan, 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise. When speed matters, start from an instant trigger, such as a form submission or a tag, rather than New Contact.
04What does it take to connect Ontraport to Zapier?
An existing Ontraport account and a Zapier account. From the Apps page in Zapier, click + Add connection, search for Ontraport, click Add connection, sign in to Ontraport in the tab that opens and grant access. Use an account that can see the forms, products, tags and contacts your Zaps need. Prepare those items in Ontraport first: most triggers ask you to pick a form, a product or a tag that already exists.
05Why does Find Contact not find a contact that exists?
Because it only searches the fields shown in your current contact view in Ontraport. If the value you search for sits in a field that view does not display, Find Contact will not look there, and the Zap behaves as if nobody matched. Add the field to the view you work in, then test the search again. Also check the setting for empty results: by default, a search that finds nothing stops the Zap, so the steps that follow are skipped.
06What if the Ontraport operation you need is not listed?
Then the regular Zapier editor does not offer it as a ready-made step. Ontraport has six triggers, three actions and one search there, with no action to remove a tag or delete a contact. For those gaps, API Request (Beta) lets a technical user send a request of their own to Ontraport through the existing connection, limited to Ontraport's own addresses. Otherwise, keep that step inside Ontraport's own automations. This list was read from the Zapier app page in October 2026.
07Zapier, Make or n8n for Ontraport?
Choose on criteria, not on a ranking. Coverage first: on Zapier, Ontraport offers five instant triggers, one polling trigger, three actions and one search, so check whether the other tool reaches the tag, purchase and contact operations your funnel needs. Then volume: on Zapier triggers are free, each completed action is a task, and anything past two steps needs a paid plan. Count your sales, sign-ups and tag changes for a month, multiply by the actions each one feeds, then compare.
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