Zapier is an online automation tool that connects different apps and services to automate workflows. Zapier supports connections between thousands of apps from a single hub.

Check your plan

Access to Kartra’s API is required to use Zapier. API access is included with Kartra Growth, Professional, and Enterprise plans. Review or change your subscription in your account Billing.

Request Zapier activation

Before using Zapier with Kartra, it must be approved for your account. Activation requests are typically completed within 1-2 business days.

In your Kartra account:

  1. Go to Integrations and locate Zapier

    Zapier integration tile
  2. Click the three dots to open the menu and select Request activation
    • Complete the questionnaire to submit your request. You will receive a response within 1-2 business days.

Create a Zap automation

Go to Zapier’s website to view the complete catalog of apps available for integration.

In Zapier’s system, an automation between two apps is called a Zap. Zaps work just like the IF/THEN automations you’re familiar with in Kartra, except that instead of starting and ending in the same app, they start and end in two different ones.

For each Zap, you will add a trigger (an event to start the automation) and an action (an event that is performed in response).

To create a new Zap, log in to Zapier

  1. Go to My Zaps and click Create > Zaps
  2. In the Zap canvas, two steps are automatically populated:
    • A trigger is an event that starts your Zap. The event can occur in any app available in Zapier’s catalog.
    • An action is an event a Zap performs after it starts. The action can occur in any app available in Zapier’s catalog.
  3. Configure the trigger and action steps to set up your Zap

Pro tip

Kartra can be used for either the triggering event or a follow-up action in a Zap. Select the app you want to use for each end of the automation when you modify either the Trigger or Action step.

Example: When someone registers for an event in Eventbrite (the trigger) create a new lead in Kartra (the action). Add another step to the Zap to perform another action, like assigning a tag to the new leads in Kartra.

Connect Kartra

After selecting Kartra for a trigger or action event in Zapier, you will be prompted to sign in and connect your account.

  1. Click Sign in in the Zap configuration

    Click Sign in to connect Kartra to the Zap
  2. Enter your Kartra API key and password (see next section for step-by-step directions)

    Use your Kartra API credentials to authorize the Zapier connection
  3. Click Yes, continue to save the API credentials and go back to your Zap. Your Kartra username will display as the connected account.

After connecting Kartra with your Zapier account, you will not need to do it again in future Zaps.

Get your Kartra API key

In your Kartra account:

  1. Go to Integrations > API > My API
  2. Locate the API key and API password in the Inbound API module
  3. Copy and paste the API credentials when prompted by Zapier to login and authorize a connection with Kartra