Kartra
Email
zapier

An automated workflow using zapier

Connects Kartra + Email

Send outbound emails for new leads assigned tags in Kartra

About this workflow template

This automation scenario allows you to connect Kartra and Email

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Kartra and Email can also be integrated using automation tools other than zapier:

Diagram

Send outbound emails for new leads assigned tags in Kartra
Workflow diagram: Kartra + Email integration

How it works?

When this trigger fires in Kartra

Kartra

Lead Is Assigned Tag in Kartra

Triggers when a lead is assigned a tag.

Then this action happens in Email

Email

Send Outbound Email in Email

Send an email from your own custom **zapiermail.com** address. Up to 10 emails sent per hour.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send outbound emails for new leads assigned tags in Kartra.

Part I

Configure Applications

First, we need to connect Kartra and Email to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Kartra to Zapier.

    Connect Kartra to Zapier.

    Give Zapier access to your Kartra account, using Kartra credentials.

  • Connect Email to Zapier.

    Connect Email to Zapier.

    Give Zapier access to your Email account, using Email credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Kartra

    Set up a Trigger action for Kartra

    Choose the following trigger: Lead Is Assigned Tag (Triggers when a lead is assigned a tag.).

  • Then set up an Action for Email

    Then set up an Action for Email

    Choose this action: Send Outbound Email (Send an email from your own custom **zapiermail.com** address. Up to 10 emails sent per hour.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Kartra and Email.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Send outbound emails for new leads assigned tags in Kartra!

Supported triggers and actions

  • Kartra

    Customer buys product

    Triggers when a customer buys product.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Kartra

    Lead fills an optin form

    Triggers when a lead fills in an optin form.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Kartra

    Lead is assigned tag

    Triggers when a lead is assigned a tag.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Kartra

    Lead subscribes to list

    Triggers when a lead is subscribed to a list.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Kartra

    Lead registers to a calendar

    Triggers when a lead is registered to a calendar.

    zapierpabbly-connectintegrately
    triggerbyzapierpabbly-connectintegrately
  • Kartra

    Lead is granted access to membership

    Triggers when a lead is granted access to membership.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Email

    Send me an email

    This Action will send you an HTML based email. Images and links are supported.

    ifttt
    actionbyifttt
  • Email

    Send outbound email

    Send an email from your own custom address. Up to 10 emails sent per hour.

    zapier
    actionbyzapier
  • Email

    Send an email

    Sends a new email.

    integromatautomateio
    actionbyintegromatautomateio
  • Email

    Send yourself an email

    Send yourself an email

    pipedream
    actionbypipedream
  • Email

    Create a draft

    Creates and adds a new draft to a selected folder.

    integromat
    actionbyintegromat
  • Email

    Copy an email

    Copies an email or a draft into a selected folder.

    integromat
    actionbyintegromat

Apps you need

Zapier

Zapier

Automation Platforms

No-code automation service

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