Happyforms → OntraportEvents and actions

Use Happyforms submissions to automate Ontraport

Add people to Ontraport when they submit your Happyforms form. Choose the form and destination, match the email field, then test it.

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Automation ideas

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Tag a contact in Ontraport when a specific Happyforms form is submitted

When a specific Happyforms form is submitted.
Tag a contact in Ontraport

Choose the tag in the action settings. Turn on the create-new-contact option if the contact does not exist yet.

Create or update a contact in Ontraport when a specific Happyforms form is submitted

When a specific Happyforms form is submitted.
Create or update a contact in Ontraport

Available in Noptin

Ontraport actions

Contacts

2 actions

View actions

Create or update a contact in Ontraport
Remove a contact from Ontraport

Happyforms events

Forms

1 event

When a specific Happyforms form is submitted.

About this connection

How the two tools fit together

Happyforms: Noptin lists published Happyforms forms so you can choose which one starts the automation.

Ontraport: Ontraport is an all-in-one business automation platform that offers tools for CRM, email marketing, e-commerce, and task automation to help businesses manage customer relationships, streamline operations, and enhance marketing efforts.

What information can you send?

First choose the Happyforms form. Noptin then shows the answers that form collects, so you can send the right ones to Ontraport.

Lists, tags, and custom fields depend on the connected Ontraport account and the audience selected.

To add a contact, your form needs an email field. You can send other answers only if the form collects them.

Start here

Set up Happyforms and Ontraport with Noptin

Install the free Noptin plugin on your WordPress site.
Activate your Noptin license, then install the Noptin add-on for Happyforms and Ontraport from Noptin → Extensions. How to activate your license.
Install and set up Happyforms on your WordPress site. Connect Ontraport in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

Select the Happyforms form whose submissions should start the automation.
Choose a Ontraport action from the list above and fill in its required settings.
Match the details from the first step to the fields in the second. Run a test, then turn on the rule.

Follow the automation rules guide if you need help creating the rule.

Ready to connect Happyforms and Ontraport?

Build the automation in your WordPress dashboard with Noptin.

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