ActiveCampaign + Keap Max Classic + Kartra Integrations
How to connect ActiveCampaign + Keap Max Classic + Kartra
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Do even more with ActiveCampaign + Keap Max Classic + Kartra
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ActiveCampaign, Keap Max Classic, and Kartra. And don’t forget that you can add more apps and actions to create complex workflows.
Custom ObjectRequired
Select the object you want to trigger this Zap
Trigger EventsRequired
Select which events should trigger this Zap
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Type (Optional)
The type of the task based on the available Task Types in your account
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign link click is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the Campaign is sent to.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
List that the contact note is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the subscriber is updated in.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EventRequired
Tag
Leave blank to trigger for all Tags, begin typing to filter, or use the Custom tab for text/input entry
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Name
Website
Suggested Format:
https://www.example.com
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
In dollars. Example: 350.00.
Owner
The "Auto" option only works if your chosen pipeline has "Automatic Deal Assignment" configured. If no value (or invalid value) is supplied, it will default to the connected ActiveCampaign account user.
CurrencyRequired
Example: usd.
PipelineRequired
StageRequired
Account
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
The contact will be removed from this automation.
Automation RunRequired
The automation run(s) that the contact will be removed from.
Contact IDRequired
ActiveCampaign ID of the contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Contact that will get added to the account.
Account IDRequired
Choose an account.
Job Title
Set a job title for the related contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
The ID of the Contact where the tag will be added or removed
ActionRequired
Add or remove tag from AC Contact
Existing Tags
Choose from list or enter/insert tag data below
Tags
Enter/insert tag data or use the drop down list above, separate tags with a comma
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
The object that you want to create a record for in ActiveCampaign
Record ID
To update an existing record, provide the record ID or external ID
External ID
To update an existing record, provide the record ID or external ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
In cents. Example: $350.00 would be 35000.
Owner
The "Auto" option only works if your chosen pipeline has "Automatic Deal Assignment" configured. If no value is supplied, it will default to the connected ActiveCampaign account user.
CurrencyRequired
Example: usd.
PipelineRequired
StageRequired
Account ID
An Account or Contact is required to create a deal.
Contact ID
An Account or Contact is required to create a deal. The Contact selected will be made the Primary Contact.
Description
Deal's description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Insert the task ID to be updated. Leave blank if creating a new task.
Title
The title to be assigned to the task.
Deal IDRequired
Insert the ID of the Deal to be assigned this task.
Note
The content describing the task.
Due DateRequired
Due date of the task ex. 2021-02-25T12:00:00-06:00.
End Date
End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.
Task TypeRequired
The type of the task based on the available Task Types in your account.
Assignee
The id of the user this task will be assigned to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
Subscribing will not update lists the Contact already belongs to with any status. Unsubscribing requires the contact already belongs to the list in some status.
List IDRequired
List from which you'd like to your Contact to be Subscribed/Unsubscribed
Contact ID
ActiveCampaign ID of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Email Address' MUST BE
Email Address
Email of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Contact ID' MUST BE
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Task TitleRequired
The contact task title
Contact ID
The related contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
The title of the Deal
Contact Email
The email of a Contact on the Deal
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Email of the user being searched
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Affiliate
Triggers when you add a new affiliate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTagsRequired
Select (or enter IDs of) one or more tags.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when you add a new opportunity.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProductRequired
Subscription PlanRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Subscription Plan
Triggers when you add a new subscription plan.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompanyRequired
Phone 1
Phone 1 Ext
Email
Fax 1
Street Address 1
Street Address 2
City
State
Postal Code
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
This email will be how we search for and tag an existing contact.
Tag NamesRequired
A list of tags to apply to the contact (e.x. repeat buyer, good). Tags that do not exist in Infusionsoft will be ignored.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TitleRequired
Description
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Price
Description
SKU
Stock-keeping unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
EmailRequired
Action Set/Sequence
If selected, this action set will run after the contact is made
How to check for duplicates
If enabled and a match is found, existing contact will be updated.
Opt-in
Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
First Name
Last Name
Tag Names
A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTag CategoriesRequired
Tag Categories.
TagsRequired
The tag you want to get.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendars.
Calendar ClassRequired
The calendar class.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendars.
Calendar ClassRequired
The calendar class.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FormsRequired
The optin forms.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Memberships.
Membership LevelsRequired
The membership access level.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page Split Test LinkRequired
The page split test link.
VersionRequired
The page split test links.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ScoreRequired
The score the lead needs to reach.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SequencesRequired
The sequences.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SequencesRequired
The sequences.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tracking Link CategoryRequired
The tracking link category.
Tracking LinksRequired
The tracking links.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListsRequired
The list you want to get.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
The kartra video category.
VideosRequired
The kartra videos.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Kartra Page WebsiteRequired
The kartra page websites.
PageRequired
The page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
The Kartra calendar.
Calendar ClassRequired
Kartra calendar class.
EmailRequired
Email.
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription ID
The subscription id.
Transaction ID
EmailRequired
Email.
Lead ID
The lead id.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Email.
First Name
Middle Name
Last Name
Second Last Name
Phone
Phone Country Code
IP Address
Address
Zip
City
State
Country
Company
Lead Picture URL
Website
Facebook Account
Twitter Account
Linkedin Account
Google Plus Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Product FunnelsRequired
ProductRequired
Product Price PointRequired
Next Payment Date
Amount
Recurrence
Quantity
Installments Left
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Points to a LeadRequired
The points to give.
EmailRequired
Email.
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Points From a LeadRequired
The points to remove.
EmailRequired
Email.
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to ListRequired
The name of the list.
EmailRequired
Email.
Lead ID
The lead id.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag CategoryRequired
The tag category.
Unassign a TagRequired
The name of the tag.
EmailRequired
Email.
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From SequenceRequired
The name of the sequence.
EmailRequired
Email.
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Kartra are located here https://documentation.kartra.com/category/zapier/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
Custom ObjectRequired
Select the object you want to trigger this Zap
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign bounce is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign open is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign unsubscribe is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task type
Leave blank to trigger for all task types, begin typing to filter, or use the Custom tab for text/input entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the subscriber is added to.
Importer Note
Adding contacts to lists via the CSV importer will not cause this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
List the subscriber is added or updated in. Leave blank if you wish this trigger to run on all contact adds or updates.
Skip Unsubscribe Events
Choose "Yes" to stop unsubscribe events from triggering the zap.
Importer Note
Creating contacts via the CSV importer will not cause this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
Suggested Format:
https://www.example.com
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
ID
ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE
Email Address
Email of the contact, once created it cannot be updated via this action. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE.
First Name
Last Name
Full Name
Only use this if you can't obtain the first and last name fields separately.
Phone Number
Can be used with our SMS feature.
Tags
Separate multiple tags with a comma (IE: "tag1, tag2, etc").
Organization Name
Job Title
Job Title will be available when there is an Account associated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Subscriber EmailRequired
The contact email address (to add into the automation).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email MessageRequired
The email message (previously created). No HTML/text values accepted here. To generate a new email message, create a new campaign and set up the email message on the template step. Save it, then come back into Zapier and choose that message from the dropdown here.
ListRequired
Campaign NameRequired
This is internal name of the campaign, not the subject.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Enter the contact ID.
List IDRequired
Enter the List ID or enter zero for all lists.
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Insert the task ID to be updated. Leave blank if creating a new task
Title
The title to be assigned to the task.
Contact IDRequired
Insert the ID of the Contact to be assigned this task.
Note
The content describing the task.
Due DateRequired
Due date of the task ex. 2021-02-25T12:00:00-06:00.
End Date
End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.
Task TypeRequired
The type of the task based on the available Task Types in your account.
Assignee
The id of the user this task will be assigned to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Deal IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Value
In cents. Example: $350.00 would be 35000.
Currency
Example: usd.
Owner
Pipeline
Stage
Account ID
Contact ID
Status
Description
Deal's description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event KeyRequired
Found under the Settings > Tracking > Event Tracking section of ActiveCampaign.
Event Account IDRequired
Found under the Settings > Tracking > Event Tracking API section of ActiveCampaign.
Event NameRequired
Event Value
Contact Email Address
If not supplied the event will still be saved.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for ActiveCampaign are located here https://developers.activecampaign.com/v3/reference
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE
Email Address
Email of the contact. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Title
Use either Deal Title or Contact Email to search for a deal. If both are filled out, both the title and email must match on a deal to get a result.
Contact Email
Use either Deal Title or Contact Email to search for a deal. If both are filled out, both the title and email must match on a deal to get a result.
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Task TitleRequired
The deal task title
Deal ID
The related deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Action sequence
Triggered when a new action sequence is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Company
Triggers when you add a new company.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when you add a new product.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProduct
If you do not choose a product, this zap will trigger on cancelled subscriptions for any product.
Subscription Plan
If you do not choose a subscription plan, this zap will trigger on cancelled subscriptions for any plan. Note: You must select a product to filter by subscription plan.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Tag
Triggers when you add a new tag.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmailRequired
Action Set/Sequence
If selected, this action set will run after the contact is made
How to check for duplicates
If enabled and a match is found, existing contact will be updated.
Opt-in
Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
First Name
Last Name
Tag Names
A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacts
Choose contacts who this email will be sent to.
From Address
Usually used as a "reply to" address.
To Address
Typically you want to leave the default, "~Contact.Email~" which will use the Contact merge field to fill in from each contact selected above.
CC Addresses
Who to CC on the email.
BCC Addresses
Who to CC on the email.
Content Type
Choose "HTML" if you include an HTML Body above, else choose "Text".
Subject
Subject of the email being sent.
HTML Body
The HTML content of the body of the email being sent.
Text Body
The Plain Text content of the body of the email being sent.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Product
Select a Product and/or a Subscription Plan in the field below.
Subscription Plan
Select a Subscription Plan and/or a Product in the field above.
Promo Code
Lead AffiliateRequired
Sale AffiliateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Email
Action Set/Sequence
If selected, this action set will run after the contact is made
How to check for duplicates
If enabled and a match is found, existing contact will be updated.
Opt-in
Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
First Name
Last Name
Tag Names
A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Description
Invoice Total
Total Due
Total Paid
ActionThis is an event a Zap performs.SearchFind existing data in your appProductsRequired
The kartra Products.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
Product Funnels.
ProductRequired
Product.
Product Price PointRequired
Product Price Point.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendars.
Calendar ClassRequired
The calendar class.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
Product Funnels.
ProductRequired
Product.
Product Price PointRequired
Product Price Point.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ProductsRequired
The kartra Products.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Memberships.
Membership LevelsRequired
The membership access level.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
Product Funnels.
ProductRequired
Product.
Product Price PointRequired
Product Price Point.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
Product Funnels.
ProductRequired
Product.
Product Price PointRequired
Product Price Point.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SequencesRequired
The sequences.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListsRequired
The list you want to get.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoriesRequired
Tag Categories.
TagsRequired
The tag you want to get.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
The kartra videos category.
VideosRequired
The kartra videos.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page CategoryRequired
The page categories.
PageRequired
The page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoryRequired
The tag category.
Assign a TagRequired
The name of the tag.
EmailRequired
Email.
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
The Kartra calendar.
Calendar ClassRequired
Kartra calendar class.
Starting Date
Starting Date.
EmailRequired
Email.
Lead ID
Action