Ontraport Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What are you trying to do?

   • A) Build a REST API integration — sync contacts/objects, read transactions, manage records
   • B) Subscribe to a webhook — react to object created, form submitted, tag added/removed, product purchased, transaction added
   • C) Configure a module inside Ontraport — CRM pipelines, Campaign Builder automation, email/SMS, order forms, dynamic CMS pages/membership
   • D) Pick a plan — Basic vs Plus vs Pro vs Enterprise (note: per-contact pricing)
   • E) Fix a problem — learning curve, cost/overage escalation, email editor, deliverability
   • F) Something else — describe it

2. Where does data need to flow? Stay inside Ontraport / sync to a CRM or warehouse / drive an external app — this decides API vs webhook vs Zapier.

Skip-ahead rule: if the user's prompt already provides enough context, skip to Step 2.

Step 2 — Route or answer directly