How to connect ClickUp + Airtable + Kartra
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Do even more with ClickUp + Airtable + 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 ClickUp, Airtable, and Kartra. And don’t forget that you can add more apps and actions to create complex workflows.
WorkspaceRequired
Checklist NameRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StartRequired
EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Task Description
Assignee Emails
Email address of the assignee. If your Space allows Multiple Assignees, you can enter multiple email addresses.
Priority
If your Space has Priorities enabled, you can specify a Priority.
Due Date
Start Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Task by Custom Fields
Find an existing task by searching custom fields.
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
FieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
TableRequired
Help Text
You must have at least one "Last Modified Time" type column in your Table in order to use this Trigger. Learn more about those here.
Which timestamp field should this Zap use to check for updates?Required
When this column changes to a new timestamp, your Zap will trigger on the corresponding record. Note: Must be a Last Modified Time column type.
Limit to View
Filter on updates to a specific View in your Table.
Include file contents?
Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBaseRequired
Base in which to create the record.
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
Base to search for a record.
TableRequired
Pick an Airtable table that you want to search.
Search by Field
Pick a field from the base to match against the search value.
Search Value
The value of unique identifier for the record.
Search Formula
(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
Limit to View
Limit the search to a specific view. Useful for sorting results.
Include file contents?
Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Base in which to create the record.
TableRequired
Pick an Airtable table that you want to search.
Search by Field
Pick a field from the base to match against the search value.
Search Value
The value of unique identifier for the record.
Search Formula
(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
Limit to View
Limit the search to a specific view. Useful for sorting results.
Include file contents?
Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProductsRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field IdentifierRequired
Custom Field TypeRequired
Custom Field Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Subscription StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Transaction IDRequired
The transaction id.
Amount
Refund amount. If left empty, the refund will be full.
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.Retrieve All the Lists in Your Account
Get all the lists 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 Sequences in Your Account
Get all the sequences from 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 Custom Fields in Your Account
Get all the custom fields from 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 SequenceRequired
Subscribe Lead To Sequence.
Sequence StepRequired
Sequence Step.
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 ListRequired
The name of the list.
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
WorkspaceRequired
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
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 ClickUp are located here https://clickup.com/api
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.Task IDRequired
Use Custom ID?
Include Subtasks?
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
TableRequired
Limit to View
(Optional) Limit to records added to a specific View, and return records in the View order.
Include file contents?
Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBaseRequired
Base in which to create the record.
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
Pick the Airtable base containing the records you wish to update.
TableRequired
Pick the Airtable table containing the records you wish to update.
RecordRequired
Pick the Airtable record that you wish to update.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
Base to search for a record.
TableRequired
Pick an Airtable table that you want to search.
Search by Field
Pick a field from the base to match against the search value.
Search Value
The value of unique identifier for the record.
Search Formula
(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
Limit to View
You can optionally limit the search to a specific view id.
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Base in which to create the record.
TableRequired
Pick an Airtable table that you want to search.
Search by Field
Pick a field from the base to match against the search value.
Search Value
The value of unique identifier for the record.
Search Formula
(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
Limit to View
You can optionally limit the search to a specific view id.
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.Email
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How ClickUp + Airtable + Kartra Integrations Work
- Step 1: Authenticate ClickUp, Airtable, 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.
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