Aisle Planner + Kartra Integrations

How to connect Aisle Planner + Kartra

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Supported triggers and actions

What does this mean?

New Lead
Trigger when a new lead is created.
Trigger
Scheduled
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Payment Paid
Trigger when a new payment is made.
Trigger
Scheduled
Try It
- Contact first nameRequired
- Contact last nameRequired
- Contact company name
- Role
- Venue name
- Contact primary email
- Contact primary phone
- Contact primary website
- Contact address line 1
- Contact address line 2
- Contact city
- Contact state
- Contact postcode
- Contact country
- Event location city
- Event location state
- Project name
- Project typeRequired
- Estimated guest count
- Budget currencyRequired
- Estimated budget
- Project Date Format
- Project date
- Lead source
- Service type
- Lead status
- Notes
Action
Write
- ProductsRequired
  The kartra Products.
Trigger
Instant
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- Product FunnelsRequired
  Product Funnels.
- ProductRequired
  Product.
- Product Price PointRequired
  Product Price Point.
Trigger
Instant
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- CalendarsRequired
  Calendars.
- Calendar ClassRequired
  The calendar class.
Trigger
Instant
Try It
- Product FunnelsRequired
  Product Funnels.
- ProductRequired
  Product.
- Product Price PointRequired
  Product Price Point.
Trigger
Instant
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- ProductsRequired
  The kartra Products.
Trigger
Instant
Try It
- MembershipsRequired
  Memberships.
- Membership LevelsRequired
  The membership access level.
Trigger
Instant
Try It
- Product FunnelsRequired
  Product Funnels.
- ProductRequired
  Product.
- Product Price PointRequired
  Product Price Point.
Trigger
Instant
Try It
- Product FunnelsRequired
  Product Funnels.
- ProductRequired
  Product.
- Product Price PointRequired
  Product Price Point.
Trigger
Instant
Try It
- SequencesRequired
  The sequences.
Trigger
Instant
Try It
- ListsRequired
  The list you want to get.
Trigger
Instant
Try It
- Tag CategoriesRequired
  Tag Categories.
- TagsRequired
  The tag you want to get.
Trigger
Instant
Try It
- Video CategoriesRequired
  The kartra videos category.
- VideosRequired
  The kartra videos.
Trigger
Instant
Try It
- Page CategoryRequired
  The page categories.
- PageRequired
  The page.
Trigger
Instant
Try It
- Tag CategoryRequired
  The tag category.
- Assign a TagRequired
  The name of the tag.
- EmailRequired
  Email.
- Lead ID
Action
Write
- CalendarRequired
  The Kartra calendar.
- Calendar ClassRequired
  Kartra calendar class.
- Starting Date
  Starting Date.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Custom Field IdentifierRequired
- Custom Field TypeRequired
- Custom Field Options
Action
Write
- Lead ID
- EmailRequired
  Email.
- New 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
Action
Write
- Subscription IDRequired
- Subscription StatusRequired
Action
Write
- Transaction IDRequired
  The transaction id.
- Amount
  Refund amount. If left empty, the refund will be full.
- EmailRequired
  Email.
- Lead ID
  The lead id.
Action
Write
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
Action
Write
Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
Action
Write
Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
Action
Write
- Subscribe Lead to SequenceRequired
  Subscribe Lead To Sequence.
- Sequence StepRequired
  Sequence Step.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Unsubscribe Lead From ListRequired
  The name of the list.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Email
- Lead ID
Action
Search
- Transaction IDRequired
Action
Search

Project
Trigger when a new project is created.
Trigger
Scheduled
Try It
- Project nameRequired
- Project templateRequired
- Event location city
- Event location state
- TimezoneRequired
- Project Date FormatRequired
- Project dateRequired
- Estimated guest count
- Budget currencyRequired
- Estimated budget
Action
Write
- Project templateRequired
- Event location city
- Event location state
- TimezoneRequired
- Project Date FormatRequired
- Project dateRequired
- Estimated guest count
- Budget currencyRequired
- Estimated budget
- Project party role 1Required
- Project party firstname 1Required
- Project party lastname 1Required
- Project party role 2Required
- Project party firstname 2Required
- Project party lastname 2Required
Action
Write
- Tag CategoriesRequired
  Tag Categories.
- TagsRequired
  The tag you want to get.
Trigger
Instant
Try It
- CalendarsRequired
  Calendars.
- Calendar ClassRequired
  The calendar class.
Trigger
Instant
Try It
- CalendarsRequired
  Calendars.
- Calendar ClassRequired
  The calendar class.
Trigger
Instant
Try It
- FormsRequired
  The optin forms.
Trigger
Instant
Try It
- MembershipsRequired
  Memberships.
- Membership LevelsRequired
  The membership access level.
Trigger
Instant
Try It
- Page Split Test LinkRequired
  The page split test link.
- VersionRequired
  The page split test links.
Trigger
Instant
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- ScoreRequired
  The score the lead needs to reach.
Trigger
Instant
Try It
- SequencesRequired
  The sequences.
Trigger
Instant
Try It
- SequencesRequired
  The sequences.
Trigger
Instant
Try It
- Tracking Link CategoryRequired
  The tracking link category.
- Tracking LinksRequired
  The tracking links.
Trigger
Instant
Try It
- ListsRequired
  The list you want to get.
Trigger
Instant
Try It
- Video CategoriesRequired
  The kartra video category.
- VideosRequired
  The kartra videos.
Trigger
Instant
Try It
- Kartra Page WebsiteRequired
  The kartra page websites.
- PageRequired
  The page.
Trigger
Instant
Try It
- CalendarRequired
  The Kartra calendar.
- Calendar ClassRequired
  Kartra calendar class.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Subscription ID
  The subscription id.
- Transaction ID
- EmailRequired
  Email.
- Lead ID
  The lead id.
Action
Write
- 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
Action
Write
- Subscription IDRequired
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
- Next Payment Date
- Amount
- Recurrence
- Quantity
- Installments Left
Action
Write
- Add Points to a LeadRequired
  The points to give.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Remove Points From a LeadRequired
  The points to remove.
- EmailRequired
  Email.
- Lead ID
Action
Write
Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
Action
Write
Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
Action
Write
- Subscribe Lead to ListRequired
  The name of the list.
- EmailRequired
  Email.
- Lead ID
  The lead id.
Action
Write
- Tag CategoryRequired
  The tag category.
- Unassign a TagRequired
  The name of the tag.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Unsubscribe Lead From SequenceRequired
  The name of the sequence.
- EmailRequired
  Email.
- Lead ID
Action
Write
- 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.
Action
Write
- Subscription IDRequired
Action
Search
- Lead ID
- Email
Action
Search

How Aisle Planner + Kartra Integrations Work

Step 1: Authenticate Aisle Planner and Kartra.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Aisle Planner + Kartra

About Aisle Planner

Aisle Planner started with the idea that there was a better way to plan weddings - that wedding professionals could have all of the wedding planning and client management tools they need, all in one reliable place. With everything from lead management and booking tools to checklists, day-of timelines and a guest manager, Aisle Planner has what wedding industry pros need to book clients quickly and manage the million and one details that come with the job.

Learn more

Related categories

Project Management

About Kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.

Learn more

Related categories

Marketing Automation

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Aisle Planner + Kartra Integrations

How to connect Aisle Planner + Kartra

Connect your apps and automate workflows

New Lead

Payment Paid

Create Lead

Contact first nameRequired

Contact last nameRequired

Contact company name

Role

Venue name

Contact primary email

Contact primary phone

Contact primary website

Contact address line 1

Contact address line 2

Contact city

Contact state

Contact postcode

Contact country

Event location city

Event location state

Project name

Project typeRequired

Estimated guest count

Budget currencyRequired

Estimated budget

Project Date Format

Project date

Lead source

Service type

Lead status

Notes

Affiliate Signs Up for Product

ProductsRequired

Customer Buys Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Lead Completes a Calendar

CalendarsRequired

Calendar ClassRequired

Customer Cancels Subscription

Product FunnelsRequired

ProductRequired

Product Price PointRequired

JV Signs Up for Product

ProductsRequired

Lead Is Revoked Access to Membership

MembershipsRequired

Membership LevelsRequired

Customer Partial Refunds Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Customer Refunds Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Lead Is Added to Sequence

SequencesRequired

Lead Subscribes to List

ListsRequired

Lead Is Unssigned Tag

Tag CategoriesRequired

TagsRequired

Lead Completes a Kartra Video

Video CategoriesRequired

VideosRequired

Lead Visits External Page

Page CategoryRequired

PageRequired

Assign Tag to Lead

Tag CategoryRequired

Assign a TagRequired

EmailRequired

Lead ID

Suscribe Lead to Calendar

CalendarRequired

Calendar ClassRequired