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Docupilot + Kartra Integrations

How to connect Docupilot + Kartra

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Supported triggers and actions

What does this mean?
  • Docupilot triggers, actions, and search
    Create Document
    Creates a new document from a specified template.
    Action
    Write
  • Kartra triggers, actions, and search
    Affiliate Signs Up for Product
    Triggers when an affiliate signs up for a product.
    Trigger
    Instant
  • Kartra triggers, actions, and search
    Lead Is Assigned Tag
    Triggers when a lead is assigned a tag.
    Trigger
    Instant
  • Kartra triggers, actions, and search
    Customer Buys Product
    Triggers when a customer buys product.
    Trigger
    Instant
  • Kartra triggers, actions, and search
    Lead Cancels a Calendar
    Triggers when a lead is cancels a calendar.
    Trigger
    Instant
  • Kartra triggers, actions, and search
    Lead Completes a Calendar
    Triggers when a lead is completes a calendar.
    Trigger
    Instant
  • Kartra triggers, actions, and search
    Lead Registers to a Calendar
    Triggers when a lead is registered to a calendar.
    Trigger
    Instant
  • Kartra triggers, actions, and search
    Customer Cancels Subscription
    Triggers when a customer cancels subscription.
    Trigger
    Instant
  • Kartra

    Triggers when a lead fills in an optin form.

    Instant

    Trigger

  • Kartra

    Triggers when an jv signs up for a product.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is granted access to membership.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is revoked access to membership.

    Instant

    Trigger

  • Kartra

    Triggers when a lead clicks on a page split test link.

    Instant

    Trigger

  • Kartra

    Triggers when a customer partial refunds product.

    Instant

    Trigger

  • Kartra

    Triggers when a lead reaches score for the first time.

    Instant

    Trigger

  • Kartra

    Triggers when a customer refunds product.

    Instant

    Trigger

  • Kartra

    Triggers when a lead completes a sequence.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is added to a sequence.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is removed from sequence.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is subscribed to a list.

    Instant

    Trigger

  • Kartra

    Triggers when a lead clicks on a tracking link.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is unassigned a tag.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is unsubscribed from a list.

    Instant

    Trigger

  • Kartra

    Triggers when a lead completes a kartra video.

    Instant

    Trigger

  • Kartra

    Triggers when a lead plays a kartra video.

    Instant

    Trigger

  • Kartra

    Triggers when a lead visits an external page.

    Instant

    Trigger

  • Kartra

    Triggers when a lead visits a kartra page.

    Instant

    Trigger

  • Kartra

    Assign a lead to tags in your Kartra account.

    Scheduled

    Action

  • Kartra

    Cancels a lead subscription to a Kartra calendar.

    Scheduled

    Action

  • Kartra

    Subscribes a lead to a Kartra calendar.

    Scheduled

    Action

  • Kartra

    Cancels a Kartra subscription.

    Scheduled

    Action

  • Kartra

    Creates a custom field in your Kartra account.

    Scheduled

    Action

  • Kartra

    Creates a new lead in your Kartra account.

    Scheduled

    Action

  • Kartra

    Edit an existing lead from your Kartra account.

    Scheduled

    Action

  • Kartra

    Add points to a lead in your Kartra account.

    Scheduled

    Action

  • Kartra

    Refunds a Kartra transaction.

    Scheduled

    Action

  • Kartra

    Remove points from a lead in your Kartra account.

    Scheduled

    Action

  • Kartra

    Get all the lists in your Kartra account.

    Scheduled

    Action

  • Kartra

    Get all the pages in your Kartra account.

    Scheduled

    Action

  • Kartra

    Get all the sequences from your Kartra account.

    Scheduled

    Action

  • Kartra

    Get all the tags from the your account in Kartra.

    Scheduled

    Action

  • Kartra

    Get all the custom fields from your account in Kartra.

    Scheduled

    Action

  • Kartra

    Subscribe a lead to lists in your Kartra account.

    Scheduled

    Action

  • Kartra

    Subscribe a lead to a sequence at a particular step in your Kartra account.

    Scheduled

    Action

  • Kartra

    Remove tags from a lead of your choosing.

    Scheduled

    Action

  • Kartra

    Unsubscribe a lead from lists in your Kartra account.

    Scheduled

    Action

  • Kartra

    Unsubscribe lead from sequences in your Kartra account.

    Scheduled

    Action

  • Kartra

    Get the details of the lead, including transactions made, subscriptions to lists, tags and sequences.

    Scheduled

    Action

  • Kartra

    Search for a lead in your Kartra account.

    Scheduled

    Action

How Docupilot + Kartra Integrations Work

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

About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
Learn More

Related categories

  • Documents
kartra logo
kartra logo
kartra logo

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

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