Resources · Zapier integration

Kartra Zapier integrationAutomate Kartra with Zapier.

The Kartra Zapier integration gives you 26 triggers, 23 actions and 4 searches. Every trigger is instant, Kartra is not a paid-only app, and the free plan already runs a two-step Zap. Here is what each operation does, what it costs, and where it breaks.

See the 53 operations

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Overview

What the Kartra Zapier integration does for your funnel

The Kartra Zapier integration links your Kartra account to Zapier so that something happening in Kartra (a sale, an opt-in, a refund, a video watched to the end) starts an automation, and so that other tools can tag, enroll or update a Kartra lead without anyone opening the dashboard.

Three results come up again and again. A buyer lands in the right list on the spot: Customer Buys Product starts the Zap and Subscribe Lead to List files the person, which keeps your onboarding emails in step with your checkout. A refund cleans up after itself: Customer Refunds Product pairs with Unsubscribe Lead From Sequence, so nobody keeps getting upsell emails for a product they just returned. Hot leads get flagged: Lead Reaches Score for the First Time plus Assign Tag to Lead gives your sales calls a short list instead of a guess.

Now the limits. No action deletes a lead, creates a product, builds a page or sends a broadcast email: Zapier moves leads between the lists, tags, sequences and calendars you already built in Kartra, and it can touch subscriptions and refunds. The five Retrieve All actions only read your account. Anything beyond that goes through API Request (Beta), which is a job for someone who knows Kartra's API.

The same app also exists on Make, and the Kartra Make integration page covers it. If you are still choosing a platform, the n8n vs Zapier comparison is a good next read.

Vocabulary

Zapier words, in plain English

Eight terms carry the whole page. Each one is explained here once, then used as is.

Zap
The automation you build in Zapier: one trigger, then one or more actions that run every time that trigger event happens.
Trigger
The event that starts the Zap, such as a sale or an opt-in in Kartra. Once the Zap is on, Zapier waits for it.
Action
What the Zap does after it starts: the step that writes, tags, enrolls or updates something for you.
Task
The unit Zapier bills. One task is one action that completed successfully; your plan counts those and nothing else.
Polling vs instant
A polling trigger is checked on a timer. An instant trigger is pushed by the app the second it happens. All Kartra triggers are instant.
Filter
A step that lets the Zap continue only when the incoming data meets your condition, and quietly stops it otherwise.
Search step
A step that looks up something already in an app, like an existing Kartra lead, so later steps can reuse what it found.
Connection
Your Kartra account linked to Zapier once, then reused by every step of every Zap that touches Kartra.
Cost

What a Kartra Zap really costs

The trigger never costs a task, and neither does Zapier listening for Kartra events. You pay per action that goes through: a Zap with three actions uses three times what a one-action Zap uses, and a failed action is not counted.

  • Kartra on the free planYes, not a paid-only app
  • Free plan tasks100 per month
  • Steps on the free plan2: one trigger, one action
  • Kartra triggers that wait for a timer0 of 26

Kartra is open on the free plan: 100 tasks a month, unlimited Zaps, but only two steps per Zap, one trigger and one action. Add a second action, a filter or a search and the Zap becomes multi-step, which needs a paid plan. The polling grid below does not apply to Kartra, since all 26 triggers are instant. So a first Kartra Zap, a sale or an opt-in in and one Kartra action out, costs nothing on Zapier's side up to that monthly quota.

Connect

Connect Kartra to Zapier in 3 steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. You need a Kartra account, plus access to anything in it you do not own yourself and want the Zap to touch.

  2. 02

    Pick Kartra

    Type Kartra in the search box of the dialog, select it, then click Add connection. A new browser tab opens on Kartra's side; keep it open, because the last step happens there.

  3. 03

    Sign in and allow access

    Log in to Kartra in that tab and grant Zapier access to the account. The connection is saved once and every Kartra step of every Zap reuses it. Nothing else needs setting up on Zapier's side.

First Zap

Your first Kartra Zap: tag and nurture hot leads

GoalWhen a lead reaches the score you set for the first time, tag them and drop them into a follow-up sequence, so a coach or consultant only calls people who showed real interest.

  1. 01

    Build: choose the trigger

    Create a Zap, pick Kartra as the app and Lead Reaches Score for the First Time as the event. Select your Kartra connection, then type the score that marks a lead as warm.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent matching items from your account, so the next steps are mapped on a real lead, not a made-up one.

  3. 03

    Add the tag

    Add Assign Tag to Lead. Choose the tag category and the tag, then map the lead's email from the trigger data into the Email field.

  4. 04

    Enroll in the sequence

    Add Subscribe Lead to Sequence, choose the sequence and the step to start from, and map the same email. This third step makes the Zap multi-step, so it runs on a paid plan.

  5. 05

    Test, then publish

    Test each action and check the lead in Kartra: tag present, sequence joined. If something is off, fix the mapping, then click Publish to switch the Zap on.

Triggers

The 26 Kartra triggers

26 events start a Zap when something happens in Kartra, and 26 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Affiliate Signs Up for Product

Instant trigger

In Zapier“Triggers when an affiliate signs up for a product.”

Fires when someone joins the affiliate program attached to one of your products, handing the Zap that new partner's sign-up.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
you sell a course through partners and want every new affiliate added to your partner CRM or announced in the team chat without anyone copying names by hand.
Watch out
the product is a required choice, so the product and its affiliate program have to exist in Kartra before the trigger can be set.
2

Lead Is Assigned Tag

Instant trigger

In Zapier“Triggers when a lead is assigned a tag.”

Starts the Zap the moment a chosen tag lands on a lead, whether a person, a form or a Kartra automation put it there.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
tags already drive your segmentation, and you want a tag such as call-booked to also create a deal in your sales pipeline.
Watch out
both a tag category and a tag are required, and pairing this trigger with Assign Tag to Lead on the same tag creates a loop that burns tasks.
3

Customer Buys Product

Instant trigger

In Zapier“Triggers when a customer buys product.”

Reacts to a completed purchase in your Kartra checkout and passes the buyer to the next step.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a digital product sale should create an invoice in your accounting tool, or give the buyer a seat in a community hosted outside Kartra.
Watch out
the setup asks for a funnel, a product and a price point, so a product sold at two prices may need you to decide which one the Zap listens to.
4

Lead Cancels a Calendar

Instant trigger

In Zapier“Triggers when a lead is cancels a calendar.”

Catches a lead backing out of a booking on one of your Kartra calendars, so the cancellation does not sit unnoticed.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a coach wants the freed slot flagged to an assistant, or the lead moved to a rebooking reminder sequence.
Watch out
you must pick both the calendar and the calendar class, which means one Zap watches one class, not every booking type at once.
5

Lead Completes a Calendar

Instant trigger

In Zapier“Triggers when a lead is completes a calendar.”

Runs once Kartra marks a lead's booked session as completed, which makes it the natural start of any after-call routine.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
after a discovery call, send the lead to a proposal tracker or add points so your scoring reflects that the conversation happened.
Watch out
calendar and calendar class are both required, so one Zap follows one class of session.
6

Lead Registers to a Calendar

Instant trigger

In Zapier“Triggers when a lead is registered to a calendar.”

Fires when a lead books a slot on the selected calendar and class, giving the Zap the new registration.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a webinar or group class host wants each registrant logged in a spreadsheet, or a team member alerted before a high-value consultation.
Watch out
calendar and calendar class are both required, so a business with several classes builds one Zap per class it cares about.
7

Customer Cancels Subscription

Instant trigger

In Zapier“Triggers when a customer cancels subscription.”

Signals that a paying customer ended a recurring plan for the product and price point you chose.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a membership owner wants churn recorded in a retention sheet and access revoked in a tool that Kartra does not manage.
Watch out
funnel, product and price point are all required, so a membership sold monthly and yearly usually needs two separate Zaps.
8

Lead Fills an Optin Form

Instant trigger

In Zapier“Triggers when a lead fills in an optin form.”

Picks up every submission of the opt-in form you select, the classic entry point of a lead magnet funnel.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
someone downloads your free guide and you want them in your CRM or your sales team's inbox while their interest is fresh.
Watch out
the form is a required choice, so each new opt-in form you publish needs its own Zap or an edit of the existing one.
9

JV Signs Up for Product

Instant trigger

In Zapier“Triggers when an jv signs up for a product.”

Covers joint venture partners rather than regular affiliates: it fires when a JV partner signs up for one of your products.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a launch run with JV partners, where each new partner should get a welcome pack and a row in the launch tracker.
Watch out
it is separate from Affiliate Signs Up for Product, so a program that recruits both kinds of partner needs both triggers.
10

Lead Is Granted Access to Membership

Instant trigger

In Zapier“Triggers when a lead is granted access to membership.”

A lead gets access to the membership and level you pick, through a purchase or a manual grant, and the Zap starts from there.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a course creator invites new members to a community space or a live cohort calendar hosted outside Kartra.
Watch out
both the membership and the membership level are required, so a portal with several tiers needs a Zap per tier you want to act on.
11

Lead Is Revoked Access to Membership

Instant trigger

In Zapier“Triggers when a lead is revoked access to membership.”

The mirror of the previous trigger: it reacts when a lead loses access to a given membership level.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
removing a former member from an outside community or a shared drive, so access stays in line with what they pay for.
Watch out
it listens to one membership and one level, both required, so each tier you care about gets its own Zap.
12

Lead Clicks on a Page Split Test Link

Instant trigger

In Zapier“Triggers when a lead clicks on a page split test link.”

Tracks clicks on a page split test link and tells the Zap which version of the test the lead went through.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
you test two sales page variants and want each click logged in a sheet you already use for reporting.
Watch out
both the split test link and its version are required, so watching both variants means two Zaps or a duplicated one.
13

Customer Partial Refunds Product

Instant trigger

In Zapier“Triggers when a customer partial refunds product.”

Fires when part of a purchase is refunded, as opposed to the full refund covered by its sibling trigger.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your bookkeeper needs a partial credit note created in the accounting tool, while the customer keeps access.
Watch out
a full refund does not trigger this one; if both cases matter, build a second Zap on Customer Refunds Product.
14

Lead Reaches Score for the First Time

Instant trigger

In Zapier“Triggers when a lead reaches score for the first time.”

Watches your Kartra lead scoring and fires the first time a lead hits the score you enter.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
handing warm leads to sales, as in the first Zap above, or alerting a closer in the team chat.
Watch out
it only fires the first time; a lead who drops below the score and climbs back will not start the Zap again.
15

Customer Refunds Product

Instant trigger

In Zapier“Triggers when a customer refunds product.”

Covers full refunds on the funnel, product and price point you select.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
pull the customer out of onboarding sequences, remove a buyer tag, or log the refund for your monthly revenue review.
Watch out
partial refunds go through Customer Partial Refunds Product instead, so this trigger alone misses them.
16

Lead Completes a Sequence

Instant trigger

In Zapier“Triggers when a lead completes a sequence.”

The end of the email sequence you choose is the signal here: the Zap runs once a lead gets there.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
once a nurture sequence is over, move the lead to a sales list or create a follow-up task for a human.
Watch out
a lead who unsubscribes halfway never completes the sequence, so pair this with Lead Is Removed From Sequence if drop-outs matter.
17

Lead Is Added to Sequence

Instant trigger

In Zapier“Triggers when a lead is added to a sequence.”

Starts when a lead enters the selected sequence, by any route.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
you run a paid challenge built as a sequence and want each participant counted in a dashboard from day one.
Watch out
if a Zap also adds leads to that same sequence, it will set this trigger off, so keep the two Zaps on different sequences.
18

Lead Is Removed From Sequence

Instant trigger

In Zapier“Triggers when a lead is removed from sequence.”

Someone leaving a sequence before its end, whether they unsubscribed or were taken out, starts this one.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
measuring drop-off in a launch sequence, or offering a different path to people who left early.
Watch out
the sequence is required, so one Zap covers one sequence; a busy account with many sequences needs a plan for which ones deserve a Zap.
19

Lead Subscribes to List

Instant trigger

In Zapier“Triggers when a lead is subscribed to a list.”

Catches every new subscriber on the Kartra list you choose.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
syncing a Kartra list with an outside tool, for instance a CRM or an ad audience you rebuild from a sheet.
Watch out
leads already on the list before the Zap was published are never sent, so an existing audience needs a separate one-off import.
21

Lead Is Unssigned Tag

Instant trigger

In Zapier“Triggers when a lead is unassigned a tag.”

Yes, the typo is Zapier's: this is the trigger for a tag being removed from a lead.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a tag like active-client comes off, and the same person should be archived or flagged in the project tool your team uses.
Watch out
search the editor for the name as spelled here, and avoid pairing it with Unassign Tag From Lead on the same tag.
22

Lead Is Unsubscribed From List

Instant trigger

In Zapier“Triggers when a lead is unsubscribed from a list.”

Every departure from the list you pick lands here, whether the lead opted out or someone removed them.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
respecting an opt-out everywhere, by suppressing the same email in another marketing tool connected to Zapier.
Watch out
one list per Zap, so an account with many lists has to decide which unsubscribes carry over and build Zaps for those.
23

Lead Completes a Kartra Video

Instant trigger

In Zapier“Triggers when a lead completes a kartra video.”

Rewards attention: the Zap runs when a lead watches a chosen Kartra video through to the end.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
someone who finishes your sales video is a better lead than someone who opened it, so give them points or a tag.
Watch out
a video category and a video are required, and the video and its category have to exist in Kartra before the menu can offer them.
24

Lead Plays a Kartra Video

Instant trigger

In Zapier“Triggers when a lead plays a kartra video.”

Reacts as soon as a lead presses play on the selected Kartra video.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
tracking interest in a training replay, where starting the video is already a useful signal for your follow-up.
Watch out
on a popular video every play costs a task in the action that follows, so keep an eye on your monthly count.
25

Lead Visits External Page

Instant trigger

In Zapier“Triggers when a lead visits an external page.”

Brings pages outside Kartra into the picture: a known lead visiting an external page you registered in Kartra starts the Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your blog or pricing page lives outside Kartra and you still want a visit there to count in the lead's history.
Watch out
page category and page are both required, so the external page must be set up in Kartra before Zapier can offer it.
26

Lead Visits a Kartra Page

Instant trigger

In Zapier“Triggers when a lead visits a kartra page.”

Any visit to a page built in Kartra, on the site and page you pick, can start this Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a visit to the checkout page without a purchase is a cart signal worth passing to whoever follows up.
Watch out
busy pages produce many visits, and each one that reaches an action costs a task on your monthly count.
Actions

The 23 Kartra actions, by what they do

Kartra gives you 23 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Assign Tag to Lead

Action

In Zapier“Assign a lead to tags in your Kartra account.”

Puts a tag on a lead, chosen from a tag category, identified by their email.

When to use it
marking buyers, event attendees or warm leads so Kartra automations can take over.
Watch out
tag category, tag and email are all required, and the tag must already exist in Kartra.
2

Cancel Lead Subscription to Calendar

Action

In Zapier“Cancels a lead subscription to a Kartra calendar.”

Removes a lead's registration from a calendar class, the lead being found by email.

When to use it
after a refund, free the seat the customer was booked into.
Watch out
calendar, class and email are all required, so map the address the lead booked with.
3

Suscribe Lead to Calendar

Action

In Zapier“Subscribes a lead to a Kartra calendar.”

Registers a lead on a Kartra calendar and class. The spelling of the name is Zapier's own.

When to use it
buyers of a coaching package are booked into the onboarding class automatically.
Watch out
calendar, class and email are required; search for Suscribe, with that spelling, in the editor.
4

Cancel a Subscription

Action

In Zapier“Cancels a Kartra subscription.”

Stops a Kartra subscription for the lead whose email you pass.

When to use it
a cancellation request arrives through a help desk form and should take effect in billing without manual work.
Watch out
the email is the only required field, so check it is the address the customer actually paid with.
5

Create Custom Field

Action

In Zapier“Creates a custom field in your Kartra account.”

Adds a new custom field to the Kartra account itself, not a value on a lead.

When to use it
rare, for setups that create fields as part of onboarding a new client account.
Watch out
it asks for an identifier and a type; running it in a regular Zap would create a field each time.
6

Create New Lead

Action

In Zapier“Creates a new lead in your Kartra account.”

Adds a person to your Kartra contacts, custom fields included, from data that started in another tool.

When to use it
leads from a webinar platform or a lead ad should exist in Kartra before any tag or sequence touches them.
Watch out
the email is the only required field, so map it carefully; everything else is optional.
7

Edit Lead

Action

In Zapier“Edit an existing lead from your Kartra account.”

Updates an existing Kartra lead, including custom fields, found by their email.

When to use it
a phone number or company changes in your CRM and Kartra should hold the same value.
Watch out
it edits a lead that already exists; if the email is unknown in Kartra, use Search Lead with its find or create option first.
8

Edit Subscription

Action

In Zapier“Edit Subscription”

Changes an existing subscription, moving it to another funnel, product or price point.

When to use it
upgrading a member to a yearly price point after they accept an offer elsewhere.
Watch out
it needs the subscription ID, which has to come from an earlier step of the Zap.
9

Modify Subscription Status

Action

In Zapier“Modify the Subscription Status”

Switches the status of a subscription without touching its product or price.

When to use it
pausing or reactivating a member from a support tool.
Watch out
the subscription ID and the new status are both required, so a search step usually comes first.
10

Add Points to a Lead

Action

In Zapier“Add points to a lead in your Kartra account.”

Raises a lead's score by the number of points you enter.

When to use it
activity that happens outside Kartra, like attending a live call on another tool, should count in your scoring.
Watch out
combined with Lead Reaches Score for the First Time, points added here can start another Zap.
11

Refund a Transaction

Action

In Zapier“Refunds a Kartra transaction.”

Issues a refund on a Kartra transaction.

When to use it
an approved refund request in your help desk should trigger the refund itself.
Watch out
money moves for real; test on a test purchase and keep a filter before it, which makes the Zap multi-step.
12

Remove Points From a Lead

Action

In Zapier“Remove points from a lead in your Kartra account.”

Lowers a lead's score by the amount you set.

When to use it
a refund, a bounced payment or a cancelled booking should cool a lead down in your scoring.
Watch out
the points value and the email are required; map a fixed number rather than a field that may arrive empty.
13

Retrieve All the Lists in Your Account

Action

In Zapier“Get all the lists in your Kartra account.”

Reads every list in your Kartra account and hands them to the next step.

When to use it
keeping an inventory sheet of lists for a team that manages several funnels.
Watch out
it reads, it does not change anything, but it still costs a task when it succeeds.
14

Retrieve All the Pages in Your Account

Action

In Zapier“Get all the pages in your Kartra account.”

Returns the pages built in your Kartra account.

When to use it
an agency auditing a client account wants the page list exported to a sheet.
Watch out
it is an action, not a trigger, so it runs only when something else starts the Zap.
15

Retrieve All the Sequences in Your Account

Action

In Zapier“Get all the sequences from your Kartra account.”

Lists every sequence of the account in one go and hands them to the next step.

When to use it
documenting which nurture paths exist before a cleanup.
Watch out
it only reads the account, yet it still costs a task each time it succeeds.
16

Retrieve All the Tags in Your Account

Action

In Zapier“Get all the tags from the your account in Kartra.”

Pulls every tag from the Kartra account.

When to use it
spotting duplicate or forgotten tags in an account that several people edit.
Watch out
like the other Retrieve All actions, it gives you a snapshot, not a feed of changes.
17

Retrieve All the Custom Fields in Your Account

Action

In Zapier“Get all the custom fields from your account in Kartra.”

Gets the custom fields defined in the account, the extra data slots you added to lead records.

When to use it
checking which fields exist before mapping data into Create New Lead or Edit Lead.
Watch out
it lists fields, not the values stored on each lead.
18

Subscribe Lead to List

Action

In Zapier“Subscribe a lead to lists in your Kartra account.”

Adds a lead to the Kartra list you name, using their email.

When to use it
the hero Zap above: every new buyer joins the customer list your newsletter targets.
Watch out
the list and the email are both required, and the list has to exist in Kartra first.
19

Subscribe Lead to Sequence

Action

In Zapier“Subscribe a lead to a sequence at a particular step in your Kartra account.”

Enrolls a lead in a sequence and lets you choose the step they start from.

When to use it
a returning customer can skip the welcome emails and start at the offer step.
Watch out
sequence, step and email are required; starting at the wrong step skips content silently.
20

Unassign Tag From Lead

Action

In Zapier“Remove tags from a lead of your choosing.”

Takes a tag off a lead, which is often how Kartra automations are stopped.

When to use it
a refund or a cancelled call should end a promotional path that a tag started.
Watch out
category, tag and email are all required; pick the exact tag the lead carries.
21

Unsubscribe Lead From List

Action

In Zapier“Unsubscribe a lead from lists in your Kartra account.”

Removes a lead from a Kartra list.

When to use it
someone opts out in another tool and should stop receiving the matching Kartra emails too.
Watch out
it acts on one list at a time; a lead on several lists stays on the others.
22

Unsubscribe Lead From Sequence

Action

In Zapier“Unsubscribe lead from sequences in your Kartra account.”

Takes a lead out of a sequence before its end.

When to use it
a buyer should stop receiving the sales sequence for the product they just bought.
Watch out
it can set off Lead Is Removed From Sequence in another Zap of yours.
23

API Request (Beta)

Action

In Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”

An advanced step that calls Kartra's API directly while reusing your saved connection.

When to use it
only when none of the other Kartra actions does the job and someone on the team knows Kartra's API.
Watch out
requests are limited to Kartra's own domains, and the Stop on error choice decides whether a failure halts the Zap.
Searches

The 4 Kartra searches

4 search steps look for data that already exists in Kartra, so a later step can use it.

Searches sit at the bottom of the Action event list, under SEARCH. They fetch what already exists in Kartra so a later step can use it, and adding one makes the Zap multi-step. Some fields also offer + Add search step, which inserts the search right before the current step for you.

1

Retrieve Lead Details

Search

In Zapier“Get the details of the lead, including transactions made, subscriptions to lists, tags and sequences.”

Fetches a lead's full picture: purchases, lists, tags and sequences.

When to use it
before deciding what to do with a contact, for example skipping an upsell if they already bought.
Watch out
whether the match needs the exact value or something close is decided by Kartra, not Zapier.
2

Retrieve Subscription Details

Search

In Zapier“Retrieve Subscription Details”

Looks up one subscription from its ID.

When to use it
just before Edit Subscription or Modify Subscription Status, to check what you are about to change.
Watch out
the subscription ID is required, so it must come from an earlier step.
3

Retrieve Transaction Details

Search

In Zapier“Retrieve Transactions Details”

Finds a transaction by its ID and returns its details.

When to use it
confirming the amount and buyer before Refund a Transaction runs.
Watch out
without a transaction ID mapped from a previous step, there is nothing to search on.
4

Search Lead

SearchFind or create

In Zapier“Search for a lead in your Kartra account.”

Checks whether a lead exists in your Kartra account. The editor also lists Find or create lead: it is this same search with the create box ticked, not a separate operation.

When to use it
ahead of Edit Lead, so a contact who is not in Kartra yet gets created instead of failing the Zap.
Watch out
with find or create on, a typo in the email creates a new lead rather than finding the old one.

The three settings every search exposes

  1. Successful if no search results are found?
    Left as is, a search that finds nothing stops the Zap there and skips the steps that relied on it. Switched on, the Zap continues empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find or create: the setting above goes away and Zapier asks for the fields needed to create the missing item.
  3. If multiple search results are found?
    Three ways out: keep the first match, which is the default, stop the Zap, or pass every match on at once.
When it breaks

When a Kartra Zap breaks

Zapier's help center has a getting-started article for Kartra, but no Kartra-specific rate limit or error list. What breaks comes from how Zaps work, and from the required fields Kartra asks for.

The good news first: since every Kartra trigger is instant, you never wait for a timer. The bad news is that an instant trigger does nothing for events that happened before the Zap went live. If you hit a wall, the Zapier troubleshooting page is the place to go next.

  • Old buyers never show up

    A Zap only reacts to what happens after you publish it. Leads, sales and opt-ins from before are never sent, so moving that history is a separate import.

  • The tag loop

    Lead Is Assigned Tag plus Assign Tag to Lead on the same tag re-fires the Zap every time it runs, and burns through the 100 tasks of a free plan fast.

  • A bulk import floods the Zap

    Importing a big batch of leads onto a watched list can send a burst of events, and Zapier's flood protection may hold them back for review.

  • Empty menus, empty email

    Products, tags, calendars and sequences must exist in Kartra before Zapier can list them, and an action whose required email arrives empty will not go through.
Need help

Need help automating Kartra with Zapier?

A person reads every message.

FAQ

Kartra and Zapier: common questions

01Is the Kartra Zapier integration free?
Yes, as far as Zapier goes. Kartra is not one of the apps Zapier keeps for paid plans, so it works on the free plan. That plan gives you 100 tasks a month and unlimited Zaps, but each Zap is limited to two steps, one trigger and one action. As soon as you add a second action, a filter or a search, the Zap becomes multi-step and needs a paid plan. The trigger itself never costs a task, so a sale that starts the Zap is only billed for the action that follows.
02How many tasks does a Kartra Zap use?
One task per action that completes. The trigger is free, and so is Zapier waiting for Kartra to report an event. A Zap that tags a lead and then enrolls them in a sequence uses two tasks per run, and one that fails at an action is not billed for that action. Watch high-volume triggers such as video plays or page visits: each event that reaches an action spends from your monthly count, so a popular page can drain a small plan quickly.
03Does Kartra trigger Zaps in real time?
Yes. All 26 Kartra triggers are instant: Kartra tells Zapier as soon as the event happens, so the Zap starts at once on every plan, including the free one. The polling grid of the plans, from 15 minutes on Free down to 1 minute on Team and Enterprise, does not apply to Kartra triggers at all. In the editor, a Zap built on an instant trigger shows a lightning bolt, which is a quick way to check.
04What does it take to connect Kartra to Zapier?
A Kartra account and a Zapier account. In Zapier, open Apps, click + Add connection, search for Kartra, click Add connection, then sign in to Kartra in the tab that opens and grant access. You also need access to whatever the Zap will touch. Before building, create in Kartra the products, tags, lists, calendars and sequences your Zap will use, because most triggers and actions make you pick them from a menu.
05Why does a Kartra Zap keep running on its own?
Most often because it feeds its own trigger. A Zap that starts on Lead Is Assigned Tag and then uses Assign Tag to Lead, or one that starts on Lead Is Added to Sequence and subscribes leads to that same sequence, sets itself off each time it runs. Each loop spends tasks. The fix is to point the action at a different tag, list or sequence than the one the trigger watches, or to split the logic into two Zaps.
06What if the Kartra operation you need is not in Zapier?
Check the five Retrieve All actions and the four searches first, since several reading needs are covered there. If nothing fits, API Request (Beta) calls Kartra's API directly with your saved connection, limited to Kartra's own domains. It suits someone who already knows that API. Some jobs stay out of reach through the listed operations, such as deleting a lead, creating a product or building a page, and those stay manual in Kartra.
07Zapier, Make or n8n for Kartra?
It depends on your criteria rather than on a winner. Zapier gives Kartra 26 instant triggers and 23 actions that a non-technical team can set up from menus, and the free plan covers simple two-step Zaps. Make also has a Kartra app, so the question becomes which builder your team already reads comfortably and how each one counts usage. Compare the operations each one offers for the exact flow you have in mind.
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