Capsule CRM + Kartra

Assign tags to Kartra leads when new or updated opportunities arise in Capsule CRM

Keep your Capsule CRM opportunities and Kartra leads organized with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will assign a tag to the corresponding lead in Kartra. Stay on top of your sales process and ensure your marketing efforts are aligned for maximum results.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Assign Tag to Lead
Assign a lead to tags in your Kartra account.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
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- ActionRequired
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Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Tag CategoriesRequired
- TagsRequired
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- CalendarsRequired
- Calendar ClassRequired
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- CalendarsRequired
- Calendar ClassRequired
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- FormsRequired
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- MembershipsRequired
- Membership LevelsRequired
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- Page Split Test LinkRequired
- VersionRequired
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- ScoreRequired
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- SequencesRequired
Trigger
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- SequencesRequired
Trigger
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- Tracking Link CategoryRequired
- Tracking LinksRequired
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- ListsRequired
Trigger
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- Video CategoriesRequired
- VideosRequired
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- Kartra Page WebsiteRequired
- PageRequired
Trigger
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- CalendarRequired
- Calendar ClassRequired
- EmailRequired
- Lead ID
Action
Write
- Subscription ID
- Transaction ID
- EmailRequired
- Lead ID
Action
Write
- EmailRequired
- 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
- EmailRequired
- Lead ID
Action
Write
- Remove Points From a LeadRequired
- EmailRequired
- 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
- EmailRequired
- Lead ID
Action
Write
- Tag CategoryRequired
- Unassign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From SequenceRequired
- EmailRequired
- Lead ID
Action
Write
- Email
- Lead ID
Action
Search
- Transaction IDRequired
Action
Search

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- ProductsRequired
Trigger
Instant
Try It
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
Try It
- CalendarsRequired
- Calendar ClassRequired
Trigger
Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
Try It
- ProductsRequired
Trigger
Instant
Try It
- MembershipsRequired
- Membership LevelsRequired
Trigger
Instant
Try It
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
Try It
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
Try It
- SequencesRequired
Trigger
Instant
Try It
- ListsRequired
Trigger
Instant
Try It
- Tag CategoriesRequired
- TagsRequired
Trigger
Instant
Try It
- Video CategoriesRequired
- VideosRequired
Trigger
Instant
Try It
- Page CategoryRequired
- PageRequired
Trigger
Instant
Try It
- Tag CategoryRequired
- Assign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- CalendarRequired
- Calendar ClassRequired
- Starting Date
- EmailRequired
- Lead ID
Action
Write
- Custom Field IdentifierRequired
- Custom Field TypeRequired
- Custom Field Options
Action
Write
- Lead ID
- EmailRequired
- 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
- Amount
- EmailRequired
- 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
- Sequence StepRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From ListRequired
- EmailRequired
- Lead ID
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Subscription IDRequired
Action
Search
- Lead ID
- Email
Action
Search

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more Help

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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 Help

Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Capsule CRM + Kartra

Assign tags to Kartra leads when new or updated opportunities arise in Capsule CRM

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Lead Is Assigned Tag

Tag CategoriesRequired

TagsRequired

Lead Cancels a Calendar

CalendarsRequired

Calendar ClassRequired

Lead Registers to a Calendar

CalendarsRequired

Calendar ClassRequired

Lead Fills an Optin Form

FormsRequired