Resources · Make integration

Kartra Make integrationAutomate Kartra with Make.

Your Kartra leads can update themselves while you work on the funnel. The Kartra Make integration gives you 20 modules: 1 instant trigger, 16 actions and 3 searches. This guide shows how to link your account, then walks you through a first scenario, step by step.

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What you can automate

What can the Kartra Make integration do?

The Kartra Make integration links your Kartra account to Make, a no-code tool where you build a scenario: the automation itself, a chain of modules that each do one job. Kartra hears something happen, then Make tags, moves or scores the lead for you, with no code to write.

Leads sorted the moment they act. Watch Events starts the scenario as soon as Kartra reports an event. Add a Tag and Add Points to Lead then label and score the contact, so your segments stay clean without manual sorting.

Sequences that follow the customer. When a lead buys, Remove a Lead From a Sequence stops the sales emails and Add a Lead to the Sequence starts the onboarding track. Get Lead's Transactions confirms the purchase first, looking it up by the lead's e-mail.

A CRM that feeds Kartra. A contact created in another tool can land in Kartra through Check existence of a lead, then Create a Lead or Update a Lead(advanced), depending on the answer. The Airtable Make integration works well as that source.

What Make does not cover: the directory lists no module to delete a lead. For anything outside the 20 modules, Make an API Call reaches the Kartra API with the same connection; check in the Kartra API documentation that the endpoint you need exists. If the scenario fails, Make troubleshooting walks through the usual errors, and n8n vs Make helps if you are still choosing a tool.

Connect

How do you connect Kartra to Make?

  1. 01

    Collect your API credentials in Kartra

    In Kartra, open Settings, click Integrations, then My API. Copy the API key and the API password shown on screen. You also need an App ID, which comes from a custom App created in your Kartra account.

  2. 02

    Open a Kartra module in Make

    In your scenario, add any Kartra module and click Create a connection. A connection is your Kartra account linked to Make once, then reused by every Kartra module. The Connection name field is optional but helps when you manage several accounts.

  3. 03

    Paste the credentials and save

    Enter the App ID, API key and API password you copied, or follow the instructions Make shows on screen. Save, and Make can now read your leads, lists, sequences and calendars from Kartra.

First scenario

Build your first scenario with Kartra

GoalWhen an event happens in Kartra, Make tags the lead and adds it to a follow-up sequence.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the + to add the first module. Type Kartra in the search box and pick Watch Events.

  2. 02

    Set up the webhook and the connection

    Click Create a webhook, then Create a connection and paste your Kartra credentials. The lightning badge on the module means Kartra calls Make itself, through that webhook.

  3. 03

    Tag the lead

    Click the + on the right of the trigger and add Add a Tag. Map the lead data that Watch Events received, then choose the tag Make lists from your account.

  4. 04

    Start the follow-up sequence

    Add Add a Lead to the Sequence after the tag and map the same lead. Pick the sequence from the list Make reads once the connection exists.

  5. 05

    Test, then switch it on

    Click Run once and read the bundles each module received: a bundle is one item passing between modules, here one lead. When the result looks right, switch the scenario on.

Triggers

What starts a Kartra scenario

1 module starts a scenario when something happens in Kartra. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Kartra as soon as it happens.

Kartra1Watch Events

Watch Events

Instant trigger

In Make“Triggers when new events happen in Kartra.”

Watch Events is the door into your scenario: each time Kartra reports a new event, the scenario starts with that event as its first bundle. It is the only trigger Kartra offers in Make, so every reactive flow begins here.

How it fires
instant, Kartra calls Make through a webhook as soon as the event happens, so there is no polling interval to set.
When to use it
a lead joins your list or buys a product and you want the tag, the points or the sequence to follow without anyone touching the contact.
Watch out
set it up with Create a webhook before Create a connection, otherwise nothing arrives.
Modules

What the Kartra modules do

Kartra gives you 19 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Kartra1

Add a Lead to a Calendar

Action

In Make“Adds a lead to a calendar.”

Places a lead on one of your Kartra calendars, so the booking side of Kartra knows about the contact without a manual import.

When to use it
a webinar or coaching signup captured in another tool should show up on the matching Kartra calendar.
Watch out
the lead must exist first; chain Check existence of a lead or Create a Lead before it.
Kartra2

Add a Lead to the Sequence

Action

In Make“Adds a lead to the sequence.”

Drops the lead into a Kartra sequence, which starts the emails that sequence already contains. Your copy stays in Kartra; Make only decides who enters.

When to use it
right after a purchase or a tag change, to launch onboarding or a nurture track.
Watch out
pair it with Remove a Lead From a Sequence so nobody receives two tracks at once.
Kartra3

Add a Tag

Action

In Make“Adds a tag to a lead.”

Puts a tag on a lead. Tags are how Kartra segments contacts, so this module is often the lightest way to push a signal from elsewhere into your funnels.

When to use it
a form in another app, a payment or a support ticket should mark the contact, such as a customer or a hot lead.
Watch out
pick the tag from the list Make shows rather than typing it, to avoid near-duplicate spellings.
Kartra4

Add Lead To a List

Action

In Make“Adds a lead to a subscription list.”

Subscribes a lead to a Kartra list. Where a tag labels a contact, a list is what Kartra mails to, so this is the module that makes someone reachable.

When to use it
a contact opts in through a tool outside Kartra and should receive your newsletter or broadcasts.
Watch out
only add people who agreed to receive your emails, since a list is what Kartra sends to.
Kartra5

Add Points to Lead

Action

In Make“Adds points to lead.”

Raises a lead's score in Kartra. Points turn scattered signals into one number your sales side can sort by.

When to use it
each meaningful action seen elsewhere, a demo request or a reply, should count toward how warm the contact is.
Watch out
every run adds points again, so make sure the scenario cannot process the same action twice.
Kartra6

Check existence of a transaction

Action

In Make“Checks the existence of a transaction.”

Answers a simple question: does this transaction exist in Kartra? The result lets the scenario branch before it grants access or sends a thank-you.

When to use it
a payment notice arrives from another system and you want Kartra's own record to confirm it first.
Watch out
Make lists it as an action, yet its description only talks about a check.
Kartra7

Create a Lead

Action

In Make“Creates a new lead.”

Adds a new contact to Kartra, the plain entry point for anyone who is not in your account yet.

When to use it
a signup, a spreadsheet row or a CRM record should become a Kartra lead you can then tag and place in sequences.
Watch out
run Check existence of a lead first; creating blindly can leave you with the same person twice.
Kartra8

Create a Lead(advanced)

Action

In Make“Creates a new lead.”

A second way to create a lead, which the directory describes in the same words as Create a Lead. Open both in the editor and compare what each one asks you to fill before you choose.

When to use it
the plain Create a Lead module does not show a detail you need to set when the lead is created.
Watch out
keep one of the two per scenario so your leads are always created the same way.
Kartra9

Get a Lead

Action

In Make“Retrieves a lead.”

Fetches one lead from Kartra, so the next modules can read its details and act on the real record rather than on guesses.

When to use it
before updating, scoring or routing a contact, when you need to know what Kartra already holds on them.
Watch out
it sits among the actions, but its job is only to fetch the record.
Kartra10

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Your escape hatch: it sends any authorized request to the Kartra API with the connection you already set up, so a missing module does not block the scenario.

When to use it
you need an endpoint the dedicated modules do not cover, a lead operation none of the listed modules offers.
Watch out
you write the request yourself, so keep the Kartra API documentation open while you build it.
Kartra11

Remove a Lead from a List

Action

In Make“Removes a lead from a list.”

Takes a lead off a Kartra list, so the contact stops receiving what that list sends without being deleted from your account.

When to use it
someone unsubscribes in another tool, or moves from a prospect list to a customer list.
Watch out
only the list membership goes; the lead stays in Kartra.
Kartra12

Remove a Lead From a Sequence

Action

In Make“Removes lead from a sequence.”

Pulls a lead out of a running sequence, stopping the emails still queued for that person in that track.

When to use it
a prospect buys halfway through a sales sequence and should not keep receiving pitches for what they already own.
Watch out
place it before Add a Lead to the Sequence when you switch someone from one track to the next.
Kartra13

Remove a Tag

Action

In Make“Removes a tag from a lead.”

Clears a tag from a lead, which keeps segments honest when a status stops being true.

When to use it
a trial ends, a refund goes through or a hot lead cools down, and the old label should disappear from the contact.
Watch out
check first which Kartra automations rely on that tag.
Kartra14

Remove Lead From a Calendar

Action

In Make“Removes a lead from a calendar.”

Drops a lead from a Kartra calendar, the mirror of Add a Lead to a Calendar, so bookings stay in sync with reality.

When to use it
a cancellation is recorded in another tool and the Kartra calendar should reflect it.
Watch out
the lead itself stays in your account; only the calendar link is removed.
Kartra15

Remove Points from Lead

Action

In Make“Removes points from a lead.”

Lowers a lead's score, which makes scoring work in both directions instead of only climbing.

When to use it
a refund, a bounced email or an unsubscribe elsewhere should cool the contact down in Kartra.
Watch out
like Add Points to Lead, it applies on every run, so guard against processing the same event twice.
Kartra16

Update a Lead(advanced)

Action

In Make“Updates a lead.”

Changes the details of a lead that already exists in Kartra, keeping the contact record current when another tool learns something new.

When to use it
a CRM or a form collects fresh information about a known contact and Kartra should hold the same version.
Watch out
find the lead first with Check existence of a lead or Get a Lead, so the update lands on the right person.
Kartra17

Check existence of a lead

Search

In Make“Checks the existence of a lead.”

Looks up whether a contact is already in Kartra. As a search, it can return zero, one or several bundles, and the scenario decides what comes next.

When to use it
before every creation, to choose between Create a Lead and Update a Lead(advanced).
Watch out
plan the empty case, since zero results means the following modules receive nothing.
Kartra18

Get Lead's Subscriptions

Search

In Make“Returns all lead's subscriptions by lead's e-mail.”

Returns every subscription of a lead, found by the lead's e-mail. One look tells you where the contact is already enrolled.

When to use it
before adding someone to a list or a sequence, so nobody gets enrolled twice in the same place.
Watch out
the answer comes as several bundles; add a filter or an aggregator if a simple yes or no is all you need.
Kartra19

Get Lead's Transactions

Search

In Make“Returns all lead's transactions by lead's e-mail.”

Lists all transactions tied to a lead, using the lead's e-mail as the key, which gives you the purchase history in one call.

When to use it
you need to know whether a contact already bought before offering an upsell or granting access.
Watch out
each transaction comes out as its own bundle, so the next module runs once per purchase.
Need help

Need help automating Kartra with Make?

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FAQ

Kartra and Make: common questions

01Is the Kartra Make integration free?
Yes, Kartra is a standard app in Make, available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of execution per run and files up to 5 MB. Paid plans (Core, Pro, Teams, Enterprise) lower the interval to 1 minute and count usage in credits, meaning operations: one operation is one module running on one bundle. Your Kartra subscription is billed separately by Kartra.
02What do you need to connect Kartra to Make?
You need an active Kartra account with a custom App, which gives you an App ID, plus the API key and the API password. Kartra shows both in its settings: open Settings, click Integrations, then pick the API page listed there. In Make, add any Kartra module, click Create a connection, give it a name if you like, and paste the three credentials. For the Watch Events trigger, click Create a webhook before Create a connection, otherwise the trigger has nothing to listen on.
03Does the Kartra Make trigger work in real time?
Yes. Watch Events is an instant trigger: Kartra calls Make through a webhook as soon as an event happens, so the scenario starts without waiting for a schedule. It is the only Kartra trigger in Make. If a scenario should start from another app instead, begin with that app's trigger or with the scheduling clock on the first module, every 15 minutes by default, then use the Kartra modules as actions.
04What if a Kartra module is missing in Make?
Use Make an API Call. It is listed among the 20 Kartra modules and can call any endpoint of the Kartra API with the connection you already created, which covers what the listed modules leave out, as long as the Kartra API offers it. You write the request yourself, so keep the Kartra API documentation open. Also note that the Make documentation for Kartra flags its content as AI-generated and advises checking important details with Kartra.
05Should you use Make or n8n for Kartra?
It depends on the tool you want to run. On the Make side the facts are clear: 20 Kartra modules, one instant trigger, and Make an API Call for the rest, all available from the Free plan. Many apps also have an n8n node, so list the actions your funnel needs and check that the tool you pick covers each of them. The n8n vs Make comparison on this site lays out the differences between the two platforms.
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