Tag contacts based on chatbot handoffs

When a conversation requires human escalation in Metaforms, apply a priority tag to that contact record in Ontraport.

Try:

See all Metaforms + Ontraport integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Metaforms Explore Metaforms →

Triggers

New conversation started

Fires when a new chat or conversation begins in Metaforms.

Lead captured in chat

Fires when Metaforms captures a lead during a conversation.

Conversation handed off

Fires when Metaforms escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Metaforms.

Generate an answer

Asks Metaforms a question against its knowledge base and returns the answer.

Summarize a conversation

Uses Metaforms to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Metaforms conversation.

Ontraport Explore Ontraport →

Triggers

New lead captured

Fires when a new lead or contact is captured in Ontraport.

Contact enters a workflow

Fires when a contact enters an automation in Ontraport.

Contact updated

Fires when a field on a contact changes in Ontraport.

Contact unsubscribed

Fires when a contact unsubscribes in Ontraport.

Actions

Create or update a contact

Creates or updates a contact in Ontraport.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Ontraport.

Send a message

Sends an email or message to a contact via Ontraport.

Apply or remove a tag

Changes a contact's tags in Ontraport.

Add chat leads directly to email campaigns When a chatbot captures a new lead in Metaforms, automatically create the contact and add them to a nurture drip in Ontraport. See details

Send follow-up chat messages for updated contacts When a contact reaches a key milestone in Ontraport, send a personalized follow-up message through Metaforms. See details

See all Metaforms + Ontraport integrations → · Browse the full workflow library →

Enterprise-grade security

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FAQ

Common questions

Can Knit build “Tag contacts based on chatbot handoffs” between Metaforms and Ontraport?

Yes — describe it in the box above and Knit's Integrations Agent researches Metaforms and Ontraport's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Metaforms and Ontraport work together for lead qualification?

Chatbots in Metaforms gather visitor details during real-time chats and push newly qualified contacts straight into email nurturing campaigns in Ontraport.

Can changes in marketing status update chat interactions?

Yes, when contacts enter specific workflows or update their profiles in Ontraport, you can send targeted follow-up messages using Metaforms.