Ontraport logo

Ontraport + Memtro

Ask which Ontraport contacts carry a tag, and which staff tasks are overdue.

Connect Ontraport with an App ID and API key and Memtro reads contacts by name, email, tag or last change, with company, job title, owner and when they were added and last active, along with tags, sequences, saved messages and staff tasks. The hourly sync writes Ontraport contacts into memory. When asked, and once an administrator has granted the action by name, it can create, update or permanently delete contacts, tag them, add them to a sequence, which sends real email or SMS, send a saved email to named contacts, which cannot be recalled, and complete or reassign tasks.

In Memtro

What you can do with Ontraport in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Ontraport tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Contacts by words, exact email, or added and modified dates, with company, owner, priority and last active date
  2. 02Whether each contact opted out of bulk mail, and contacts holding a tag by id or exact name
  3. 03Staff tasks by status, owner, contact or due date, with assigned, due and completed dates
  4. 04An hourly sync writes Ontraport records into memory
  5. 05When asked and granted, creates, updates or permanently deletes a contact, creates tags and tags or untags contacts (tag rules may fire and email them), and completes, cancels, reschedules or reassigns tasks
  6. 06When asked and granted, adds named contacts to a sequence, which sends them real email or SMS, removes them from one, or sends a saved email to up to 50 named contacts, which cannot be recalled

Acts when asked

When you ask it to

These tools change something in Ontraport. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Create a contact (refused when the email already exists)
  2. 02Update a contact's name, company, title or owner
  3. 03Delete a contact
  4. 04Tag named contacts
  5. 05Remove a tag from named contacts
  6. 06Create a tag
  7. 07Add named contacts to a sequence
  8. 08Remove named contacts from a sequence
  9. 09Send a saved email to named contacts
  10. 10Complete, cancel, reschedule or reassign a task

Events

When it happens

Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Ontraport for you. Each event can start a job, with the event as its input. Ontraport signs nothing, so the long random address is the only check: treat it as a password.

Events and webhooks
  • 01A contact or custom object record was created
  • 02A contact submitted a chosen form
  • 03A chosen tag was added to a contact
  • 04A chosen tag was removed from a contact
  • 05A contact purchased a chosen product
  • 06A transaction was created for a chosen product
In practice

Ask it like you would a colleague

Once Ontraport is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

Ontraport logoOntraport + Memtro
  • Which contacts carry the Webinar March tag?

  • What staff tasks are overdue, and who owns them?

  • When was Dan Fletcher at Northwind last active?

  • Has priya@brightwave.example opted out of bulk mail?

  • Send the webinar replay email to the six attendees from Globex

01

Who came to the webinar

The marketing lead asks who carries the Webinar March tag. Memtro reads the contacts holding that tag and returns 42 names with company and owner, noting that six of them opted out of bulk mail and should not get the follow-up.

02

Sending the replay

Laura Bennett asks Memtro to send the saved replay email to the attendees who did not opt out. Memtro names the message and the 36 contacts back to her, and once she confirms Ontraport sends it to each of them, which cannot be recalled.

Teams

Where it fits

The teams that lean on Ontraport most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in Ontraport is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Setup

How to connect

Connect withApp ID and API key
  1. 1

    In Ontraport request an App ID and API key under Administration settings → API. Ontraport does not name the exact screen or which plan includes API access

  2. 2

    Give the key access to contacts, tags, sequences, messages and tasks, and leave out write access for a read-only connection

  3. 3

    In Memtro open Connections → Ontraport, paste the App ID and API key, and connect

  4. 4

    Ask which contacts carry your webinar tag

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Ontraport tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in Ontraport?+

Only when you ask, and only what it has been granted: create a contact (refused when the email already exists); update a contact's name, company, title or owner; delete a contact; tag named contacts; remove a tag from named contacts; create a tag; add named contacts to a sequence; remove named contacts from a sequence; send a saved email to named contacts; complete, cancel, reschedule or reassign a task. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a Ontraport connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Ontraport data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Ontraport records into memory as entities.

How do I connect Ontraport?+

App ID and API key. In Ontraport request an App ID and API key under Administration settings → API. Ontraport does not name the exact screen or which plan includes API access.

Can Ontraport start a job?+

Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Ontraport for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.

Connect Ontraport in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

7-day free trial · card on file, nothing charged until it ends · cancel any time