Sign inGet started
Docs
Get started

Automate tasks across Ontraport with Refersion

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Ontraport and Refersion talk.
Here are some common ways to automate work between them.

Send a Refersion notification when Ontraport receives a high-priority item.Try now
Create a Refersion follow-up from new qualified activity in Ontraport.Try now
Copy new customer details from Ontraport into Refersion.Try now
Update the matching Refersion item when a Ontraport status changes.Try now
Start a review in Refersion when Ontraport flags an exception.Try now
Summarize new Ontraport activity and save it in Refersion.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Ontraport and Refersion work.

Connect your Ontraport and Refersion. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 32 actions between Ontraport and Refersion.
Can’t find an action you need? Let us know.

List ContactsReadRun a list contacts action in Ontraport.Retrieve Contact Collection InfoReadRun a retrieve contact collection info action in Ontraport.Retrieve Contact Object MetaReadRun a retrieve contact object meta action in Ontraport.Retrieve Specific ContactReadRun a retrieve specific contact action in Ontraport.List MessagesReadRun a list messages action in Ontraport.Retrieve Message Collection InfoReadRun a retrieve message collection info action in Ontraport.Retrieve Message MetaReadRun a retrieve message meta action in Ontraport.Retrieve Specific MessageReadRun a retrieve specific message action in Ontraport.List ProductsReadRun a list products action in Ontraport.Retrieve Product Collection InfoReadRun a retrieve product collection info action in Ontraport.Retrieve Product Object MetaReadRun a retrieve product object meta action in Ontraport.Retrieve Specific ProductReadRun a retrieve specific product action in Ontraport.List TagsReadRun a list tags action in Ontraport.Retrieve Specific TagReadRun a retrieve specific tag action in Ontraport.Retrieve Tag Collection InfoReadRun a retrieve tag collection info action in Ontraport.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Ontraport and Refersion.

MindCloud connects Ontraport and Refersion so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Related integrations

Explore other ways to connect Ontraport with the apps your team already uses, or browse every Ontraport and Refersion integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.