An automated workflow using zapier
Connects Kartra + Slack
Send channel messages in Slack when new customers buy products in Kartra
About this workflow template
This automation scenario allows you to connect Kartra and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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.
Categories
Kartra and Slack can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Kartra
Customer Buys Product in Kartra
Triggers when a customer buys product.
Then this action happens in Slack
Send Channel Message in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send channel messages in Slack when new customers buy products in Kartra.
Part I
Configure Applications
First, we need to connect Kartra and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Kartra to Zapier.
Give Zapier access to your Kartra account, using Kartra credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack 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
Choose the following trigger: Customer Buys Product (Triggers when a customer buys product.).
Then set up an Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Kartra and Slack.
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 channel messages in Slack when new customers buy products in Kartra!
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectalbatoNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create new lead
Creates a new lead in your Kartra account.
actionbyzapierAssign tag to lead
Assign a lead to tags in your Kartra account.
actionbyzapierintegratelypabbly-connectSubscribe lead to list
Subscribe a lead to lists in your Kartra account.
actionbyzapierintegratelypabbly-connectEdit lead
Edit an existing lead from your Kartra account.
actionbyzapierSubscribe lead to sequence
Subscribe a lead to a sequence at a particular step in your Kartra account.
actionbyzapierpabbly-connectAssign tag deprecated hidden
Assign a lead to tags in your Kartra account. Can be used to create an new leads too.
actionbyzapier
Apps you need
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
